IEI icon

iShares 3-7 Year Treasury Bond ETF

606 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+26
Holders Change %
+4.48%
% of All Funds
9.56%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.84%
New
85
Increased
228
Reduced
205
Closed
57
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
426
Pioneer Wealth Management Group
Texas
$329K +$329K +2,857 New
WTC
427
WhitTier Trust Company
Nevada
$329K
LCGC
428
Legacy Capital Group California
California
$322K +$87.1K +756 +37%
FS
429
Ferguson Shapiro
Georgia
$319K -$965K -8,373 -75%
IIM
430
InTrack Investment Management
Vermont
$313K -$34.6K -300 -10%
CST
431
Charles Schwab Trust
Nevada
$312K -$93.3K -798 -23%
SB
432
Simmons Bank
Arkansas
$308K -$354K -3,068 -53%
VWA
433
V Wealth Advisors
Kansas
$308K +$576 +5 +0.2%
ATC
434
Argent Trust Co
Tennessee
$305K +$43.1K +374 +16%
IFA
435
Interactive Financial Advisors
Illinois
$304K -$232K -2,012 -43%
WC
436
Waterloo Capital
Texas
$299K +$5.76K +50 +2%
FANJ
437
Financial Architects (New Jersey)
New Jersey
$299K -$179K -1,552 -37%
CCM
438
Ciovacco Capital Management
Georgia
$295K -$10.5K -91 -3%
MBFW
439
Morton Brown Family Wealth
Pennsylvania
$295K -$3K -26 -1%
VCP
440
Verus Capital Partners
Arizona
$294K -$8.3K -72 -3%
BBWP
441
Beacon Bridge Wealth Partners
Pennsylvania
$294K +$807 +7 +0.3%
SAA
442
Southeast Asset Advisors
Georgia
$293K -$18.1K -157 -6%
RW
443
REDW Wealth
New Mexico
$292K +$19.6K +170 +7%
ZF
444
Zhang Financial
Michigan
$290K +$290K +2,533 New
TRCT
445
Tower Research Capital (TRC)
New York
$287K +$263K +2,279 +1,060%
AWM
446
Apollon Wealth Management
South Carolina
$285K -$346 -3 -0.1%
SOS
447
Silver Oak Securities
Tennessee
$285K -$345 -3 -0.1%
SP
448
Successful Portfolios
Florida
$284K -$13.8K -120 -5%
WI
449
Wintrust Investments
Illinois
$283K -$96.3K -835 -25%
HI
450
Hudock Inc
Pennsylvania
$282K +$9.92K +86 +4%