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iShares 3-7 Year Treasury Bond ETF

571 hedge funds and large institutions have $10.6B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 216 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+33
Holders Change %
+6.13%
% of All Funds
9.21%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.81%
New
100
Increased
172
Reduced
216
Closed
59
Calls
$243M
Puts
$281M
Net Calls
-$37.5M
Net Calls Change
-$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RW
426
REDW Wealth
New Mexico
$272K
JFG
427
JMG Financial Group
Illinois
$271K +$271K +2,362 New
CFO
428
CVA Family Office
Colorado
$270K +$239K +2,082 +783%
CF
429
Centaurus Financial
California
$269K -$28.7K -250 -10%
SOS
430
Silver Oak Securities
Tennessee
$264K +$116K +1,015 +79%
AGC
431
Aspen Grove Capital
Colorado
$260K +$260K +2,260 New
CWP
432
Concord Wealth Partners
Virginia
$256K +$256K +2,226 New
HWA
433
HCR Wealth Advisors
California
$256K
SGAM
434
Stephens Group Asset Management
Arkansas
$255K
JCM
435
Jacobi Capital Management
Pennsylvania
$252K -$11.7K -102 -4%
JCM
436
Janney Capital Management
Pennsylvania
$250K +$250K +2,174 New
PP
437
PrairieView Partners
Minnesota
$249K +$56.4K +492 +29%
TRCT
438
Tower Research Capital (TRC)
New York
$248K -$177K -1,537 -42%
IWM
439
IHT Wealth Management
Illinois
$248K +$230 +2 +0.1%
ARC
440
Advisor Resource Council
Texas
$247K +$230 +2 +0.1%
LJAC
441
L.J. Altfest & Co
New York
$246K
PIA
442
Perennial Investment Advisors
California
$245K +$245K +2,135 New
PTC
443
Private Trust Company
Ohio
$243K +$10.1K +88 +4%
SC
444
Solstein Capital
California
$241K
MPCL
445
My Personal CFO LLC
Washington
$241K
LA
446
Latitude Advisors
Florida
$239K +$8.5K +74 +4%
TC
447
TAP Consulting
Missouri
$238K -$25.5K -222 -10%
SS
448
Simplicity Solutions
Minnesota
$237K -$423K -3,680 -64%
WP
449
WealthSource Partners
California
$237K -$19.6K -171 -8%
FA
450
Flagstar Advisors
New York
$231K -$44.7K -389 -16%