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iShares 3-7 Year Treasury Bond ETF

661 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 208 increasing their positions, 235 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+69
Holders Change %
+11.66%
% of All Funds
9.69%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
208
Reduced
235
Closed
67
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
401
JMG Financial Group
Illinois
$554K +$100K +855 +22%
WCFA
402
Walkner Condon Financial Advisors
Wisconsin
$545K -$36.7K -313 -6%
ASFA
403
All Season Financial Advisors
Colorado
$545K +$545K +4,651 New
EWM
404
Empirical Wealth Management
Washington
$543K +$102K +873 +23%
AA
405
AlphaCentric Advisors
Puerto Rico
$535K +$535K +4,568 New
AAS
406
Ameritas Advisory Services
Nebraska
$530K -$17.7K -151 -3%
MWA
407
Midland Wealth Advisors
Illinois
$529K +$529K +4,513 New
LSAG
408
Lake Street Advisors Group
New Hampshire
$528K +$528K +4,510 New
RWB
409
RMR Wealth Builders
New Jersey
$527K
CWM
410
Congress Wealth Management
Massachusetts
$522K -$153K -1,304 -23%
MA
411
MAS Advisors
Florida
$521K +$521K +4,445 New
Deutsche Bank
412
Deutsche Bank
Germany
$509K
JCM
413
Jacobi Capital Management
Pennsylvania
$485K +$145K +1,235 +42%
MFG
414
Merit Financial Group
Georgia
$484K +$224K +1,909 +86%
JTWM
415
Jackson Thornton Wealth Management
Alabama
$479K
PP
416
PrairieView Partners
Minnesota
$465K +$371K +3,168 +394%
RB
417
Renasant Bank
Mississippi
$459K +$104K +885 +29%
WE
418
Wealth Effects
Massachusetts
$458K +$458K +3,906 New
CWM
419
Connecticut Wealth Management
Connecticut
$457K -$17.6K -150 -4%
SC
420
Summa Corp
Texas
$453K +$453K +3,870 New
RIA
421
Regal Investment Advisors
Michigan
$452K -$5.12M -43,751 -92%
SC
422
Scotia Capital
Ontario, Canada
$451K -$252K -2,153 -36%
ITB
423
Idaho Trust Bank
Idaho
$448K -$340K -2,902 -43%
EFI
424
EHP Funds Inc
Canada
$445K +$445K +3,800 New
AWM
425
Adams Wealth Management
Utah
$441K +$441K +3,767 New