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iShares 3-7 Year Treasury Bond ETF

580 hedge funds and large institutions have $10.4B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 208 increasing their positions, 175 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+9
Holders Change %
+1.58%
% of All Funds
9.28%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.85%
New
98
Increased
208
Reduced
175
Closed
75
Calls
$381M
Puts
$479M
Net Calls
-$97.2M
Net Calls Change
-$59.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
426
E&G Advisors
Texas
$287K
WFA
427
WestHill Financial Advisors
California
$286K +$286K +2,432 New
RW
428
REDW Wealth
New Mexico
$278K
JFG
429
JMG Financial Group
Illinois
$278K
HI
430
Hudock Inc
Pennsylvania
$278K -$2.24K -19 -0.8%
TA
431
TFG Advisers
Michigan
$277K -$16.4K -139 -6%
IW
432
Imprint Wealth
South Carolina
$276K +$276K +2,332 New
CWP
433
Concord Wealth Partners
Virginia
$270K +$8K +68 +3%
RWA
434
Redhawk Wealth Advisors
Minnesota
$269K -$50.1K -426 -16%
ATC
435
Argent Trust Co
Tennessee
$268K -$406K -3,450 -60%
PIA
436
Perennial Investment Advisors
California
$266K +$14.4K +122 +6%
PWM
437
Prentice Wealth Management
New York
$265K -$112K -949 -30%
IWM
438
IHT Wealth Management
Illinois
$265K +$11.2K +95 +4%
SB
439
Strategic Blueprint
Georgia
$262K +$262K +2,226 New
HWA
440
HCR Wealth Advisors
California
$262K
SGAM
441
Stephens Group Asset Management
Arkansas
$261K
JCM
442
Jacobi Capital Management
Pennsylvania
$255K -$3.53K -30 -1%
HI
443
Harbour Investments
Wisconsin
$254K +$95.8K +814 +60%
BAM
444
Belpointe Asset Management
Nevada
$253K -$906K -7,702 -78%
LJAC
445
L.J. Altfest & Co
New York
$252K
SC
446
Solstein Capital
California
$247K
MPCL
447
My Personal CFO LLC
Washington
$247K +$246K +2,094 +104,700%
WF
448
Wayfinding Financial
Washington
$244K +$244K +2,081 New
CA
449
Cumberland Advisors
Florida
$242K -$1.32M -11,190 -84%
WP
450
WealthSource Partners
California
$242K