IEI icon

iShares 3-7 Year Treasury Bond ETF

720 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 291 increasing their positions, 220 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.42%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
116
Increased
291
Reduced
220
Closed
51
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Shares
Change %
Millennium Management
401
Millennium Management
New York
$771K +$771K +6,446 New
NL
402
NWAM LLC
Washington
$764K +$764K +6,386 New
SC
403
Summa Corp
Texas
$762K +$120K +1,000 +19%
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$748K -$39.4K -329 -5%
CWG
405
Cornerstone Wealth Group
North Carolina
$746K -$249K -2,078 -25%
AA
406
Axiom Advisory
California
$736K +$16.6K +140 +2%
EFG
407
Ethos Financial Group
Pennsylvania
$734K
TC
408
TownSquare Capital
Utah
$727K +$372K +3,113 +105%
CB
409
Cadence Bank
Mississippi
$727K +$727K +6,075 New
WSFS
410
Wilmington Savings Fund Society
Delaware
$724K +$319K +2,670 +79%
RT
411
Rockland Trust
Massachusetts
$716K -$239 -2 -0%
MG
412
Mather Group
Illinois
$715K -$1.55M -12,965 -68%
IDBONY
413
Israel Discount Bank of New York
New York
$713K -$625K -5,225 -47%
BWM
414
Bulltick Wealth Management
Florida
$695K +$695K +5,812 New
HPM
415
Hudson Portfolio Management
New York
$691K +$691K +5,776 New
WWM
416
Western Wealth Management
Colorado
$690K +$226K +1,890 +49%
CFA
417
Camarda Financial Advisors
Florida
$686K +$95.7K +800 +16%
UBS AM
418
UBS AM
Illinois
$682K +$682K +5,701 New
CCB
419
Country Club Bank
Missouri
$681K -$68.6K -572 -9%
PWP
420
Principle Wealth Partners
Connecticut
$680K +$333K +2,782 +96%
SWP
421
Summit Wealth Partners
Florida
$676K -$45.4K -380 -6%
RW
422
Rede Wealth
Virginia
$670K +$359 +3 +0.1%
BPC
423
Banque Pictet & Cie
Switzerland
$666K
P
424
Pitcairn
Pennsylvania
$662K
WIC
425
Woodmont Investment Counsel
Tennessee
$639K -$16.7M -139,453 -96%