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iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.63%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
376
Betterment LLC
New York
$649K +$54.4K +470 +9%
MA
377
Mutual Advisors
Nebraska
$647K -$67.9K -586 -9%
BPC
378
Banque Pictet & Cie
Switzerland
$645K
P
379
Pitcairn
Pennsylvania
$641K
FFA
380
Farther Finance Advisors
California
$634K +$556K +4,840 +718%
Pathstone Holdings
381
Pathstone Holdings
New Jersey
$631K +$292K +2,518 +86%
SC
382
Summa Corp
Texas
$622K +$174K +1,500 +39%
FA
383
Fiduciary Alliance
South Carolina
$619K -$199K -1,735 -24%
BL
384
BFSG LLC
California
$608K -$5.79K -50 -0.9%
JCM
385
Jacobi Capital Management
Pennsylvania
$607K +$127K +1,098 +27%
RIA
386
Regal Investment Advisors
Michigan
$604K +$157K +1,357 +35%
CW
387
Channel Wealth
California
$592K +$592K +5,112 New
MIFH
388
Migdal Insurance & Financial Holdings
Israel
$592K
PS
389
Principal Securities
Iowa
$589K +$364K +3,144 +162%
OFG
390
Omega Financial Group
California
$589K -$162K -1,403 -22%
PF
391
Phoenix Financial
Israel
$583K +$583K +5,035 New
AA
392
Argent Advisors
Louisiana
$583K -$59.4K -513 -9%
CAAS
393
Capital Asset Advisory Services
Michigan
$583K -$1.46M -12,684 -71%
PPC
394
Park Place Capital
Alabama
$570K +$13.7K +118 +2%
PFS
395
Prospera Financial Services
Texas
$569K +$9.38K +81 +2%
PI
396
PFG Investments
New York
$565K -$325K -2,806 -37%
CFAM
397
Center For Asset Management
Florida
$564K -$160K -1,383 -22%
EWM
398
Empirical Wealth Management
Washington
$552K +$15.2K +131 +3%
EW
399
Element Wealth
Mississippi
$544K -$31.7K -274 -6%
SSB
400
Sandy Spring Bank
Maryland
$543K +$388K +3,350 +250%