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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 %
CW
401
Channel Wealth
California
$595K +$4.73K +41 +0.8%
OFG
402
Omega Financial Group
California
$592K +$4.73K +41 +0.8%
PF
403
Phoenix Financial
Israel
$581K
EWM
404
Empirical Wealth Management
Washington
$581K +$30.5K +264 +6%
CA
405
Crewe Advisors
Utah
$578K +$112K +968 +24%
SGAM
406
Stephens Group Asset Management
Arkansas
$575K +$50.2K +435 +10%
CFA
407
Camarda Financial Advisors
Florida
$570K -$565K -4,889 -50%
AA
408
Argent Advisors
Louisiana
$565K -$15.7K -136 -3%
Pathstone Holdings
409
Pathstone Holdings
New Jersey
$565K -$63.7K -552 -10%
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$558K -$622K -5,388 -53%
PPC
411
Park Place Capital
Alabama
$552K -$15.8K -137 -3%
EW
412
Element Wealth
Mississippi
$546K +$3.58K +31 +0.7%
GPA
413
Guerra Pan Advisors
New Jersey
$539K
AA
414
AlphaMark Advisors
Kentucky
$533K +$193K +1,670 +57%
MWA
415
Midland Wealth Advisors
Illinois
$528K +$6.93K +60 +1%
NCFG
416
New Century Financial Group
New Jersey
$527K -$543K -4,704 -51%
RWB
417
RMR Wealth Builders
New Jersey
$520K
CWM
418
Congress Wealth Management
Massachusetts
$518K +$4.97K +43 +1%
CAAS
419
Capital Asset Advisory Services
Michigan
$517K -$70.8K -611 -12%
WCFA
420
Walkner Condon Financial Advisors
Wisconsin
$508K -$10.2K -88 -2%
Wolverine Trading
421
Wolverine Trading
Illinois
$503K +$174K +1,509 +53%
Deutsche Bank
422
Deutsche Bank
Germany
$502K
SC
423
Schoolcraft Capital
Colorado
$500K +$55.9K +484 +13%
RAM
424
Riggs Asset Management
Pennsylvania
$496K -$417K -3,610 -46%
FLPIM
425
F.L. Putnam Investment Management
Massachusetts
$496K -$2.55M -22,057 -84%