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iShares 3-7 Year Treasury Bond ETF

663 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 225 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.64%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
84
Increased
252
Reduced
225
Closed
75
Calls
$16.3M
Puts
$207M
Net Calls
-$190M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
376
Ethos Financial Group
Pennsylvania
$708K
AIA
377
Alera Investment Advisors
Illinois
$701K +$701K +6,072 New
AA
378
Axiom Advisory
California
$697K +$697K +6,085 New
SWP
379
Summit Wealth Partners
Florida
$696K +$9.58K +83 +1%
AWA
380
Arete Wealth Advisors
Illinois
$695K +$695K +6,020 New
RT
381
Rockland Trust
Massachusetts
$691K +$9.35K +81 +1%
WPA
382
West Paces Advisors
Georgia
$686K -$217K -1,875 -24%
MA
383
Mutual Advisors
Nebraska
$672K +$18.9K +162 +3%
SWM
384
Shelton Wealth Management
Texas
$670K -$204K -1,763 -23%
CFG
385
Cooper Financial Group
California
$670K +$158K +1,370 +31%
SC
386
Savant Capital
Illinois
$658K +$658K +5,695 New
SSB
387
Sandy Spring Bank
Maryland
$657K +$116K +1,003 +21%
Betterment LLC
388
Betterment LLC
New York
$654K +$6.81K +59 +1%
CAS
389
Coppell Advisory Solutions
Texas
$654K +$654K +5,660 New
RW
390
Rede Wealth
Virginia
$647K -$6.81K -59 -1%
BPC
391
Banque Pictet & Cie
Switzerland
$643K
P
392
Pitcairn
Pennsylvania
$639K
FFA
393
Farther Finance Advisors
California
$637K +$4.7K +41 +0.7%
AIM
394
Alhambra Investment Management
Florida
$620K -$258K -2,231 -29%
SC
395
Summa Corp
Texas
$620K
EWA
396
ERTS Wealth Advisors
Michigan
$615K -$38.3K -332 -6%
TPA
397
Trivium Point Advisory
Connecticut
$607K +$607K +5,257 New
AWM
398
Apollon Wealth Management
South Carolina
$607K -$54.2K -469 -8%
BL
399
BFSG LLC
California
$606K
VAS
400
Vestmark Advisory Solutions
Massachusetts
$599K +$599K +5,187 New