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iShares 3-7 Year Treasury Bond ETF

592 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 238 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-14
Holders Change %
-2.31%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.72%
New
61
Increased
200
Reduced
238
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$356K -$515K -4,550 -59%
MAM
402
Meeder Asset Management
Ohio
$354K -$11.8M -104,290 -97%
LHWM
403
Lake Hills Wealth Management
Texas
$354K
Qube Research & Technologies (QRT)
404
Qube Research & Technologies (QRT)
United Kingdom
$354K +$354K +3,125 New
FF
405
Fluent Financial
Texas
$352K +$24.1K +213 +7%
MSL
406
Mackay Shields LLC
New York
$349K
RB
407
Renasant Bank
Mississippi
$344K +$7.02K +62 +2%
CFB
408
Cullen/Frost Bankers
Texas
$342K +$342K +3,026 New
MCWS
409
McKinley Carter Wealth Services
West Virginia
$338K -$114K -1,004 -25%
AWM
410
Aries Wealth Management
Maine
$335K
SC
411
Schoolcraft Capital
Colorado
$334K -$59.2K -523 -15%
WWM
412
Western Wealth Management
Colorado
$333K -$7.47K -66 -2%
BOH
413
Bank of Hawaii
Hawaii
$331K +$331K +2,927 New
CLG
414
Cooperman Leon G
$330K
JCM
415
Jacobi Capital Management
Pennsylvania
$329K +$61K +539 +23%
HWA
416
HCR Wealth Advisors
California
$325K +$325K +2,875 New
WTC
417
WhitTier Trust Company
Nevada
$323K
PWMG
418
Pioneer Wealth Management Group
Texas
$320K -$3.4K -30 -1%
PCMC
419
Private Capital Management (Colorado)
Colorado
$317K -$90.5K -800 -22%
LCGC
420
Legacy Capital Group California
California
$316K -$679 -6 -0.2%
RWA
421
Redhawk Wealth Advisors
Minnesota
$314K +$39.6K +350 +14%
FBB
422
Fulton Breakefield Broenniman
Maryland
$312K -$27.2K -240 -8%
BA
423
Bridge Advisory
California
$301K -$155K -1,372 -34%
WFA
424
WestHill Financial Advisors
California
$301K +$25.8K +228 +9%
ATC
425
Argent Trust Co
Tennessee
$300K