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iShares 3-7 Year Treasury Bond ETF

661 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 208 increasing their positions, 235 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+69
Holders Change %
+11.66%
% of All Funds
9.69%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
208
Reduced
235
Closed
67
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PPWP
426
Premier Path Wealth Partners
New Jersey
$437K +$437K +2,443 New
BAM
427
Belpointe Asset Management
Nevada
$437K +$437K +3,728 New
PCM
428
Peirce Capital Management
Texas
$422K +$422K +3,605 New
ACM
429
Advance Capital Management
Michigan
$422K +$27.8K +237 +7%
VA
430
Valmark Advisers
Ohio
$420K +$10.4K +89 +3%
WC
431
Whitney & Co
New York
$420K
VWM
432
Valley Wealth Managers
New Jersey
$419K -$18.3K -156 -4%
Members Trust
433
Members Trust
Florida
$415K +$14.1K +120 +4%
IWM
434
Iams Wealth Management
Nebraska
$412K +$144K +1,228 +54%
CA
435
Continuum Advisory
Idaho
$410K -$7.26K -62 -2%
BIA
436
Bigelow Investment Advisors
Maine
$410K -$198K -1,693 -33%
CAG
437
Csenge Advisory Group
Florida
$405K +$147K +1,251 +57%
PAG
438
Private Advisory Group
Washington
$403K +$403K +3,440 New
B
439
Bellecapital
Switzerland
$400K
CST
440
Charles Schwab Trust
Nevada
$400K -$199K -1,701 -33%
VCP
441
Vista Capital Partners
Oregon
$397K +$1.76K +15 +0.4%
WA
442
WBH Advisory
Maryland
$389K -$1.71M -14,605 -81%
SS
443
Simplicity Solutions
Minnesota
$386K +$149K +1,273 +63%
SPIA
444
Steward Partners Investment Advisory
New York
$384K +$267K +2,283 +229%
CWM
445
Chemistry Wealth Management
New York
$377K +$3.75K +32 +1%
PFA
446
Petra Financial Advisors
Colorado
$376K
RW
447
Rede Wealth
Virginia
$364K -$4.8K -41 -1%
LHWM
448
Lake Hills Wealth Management
Texas
$354K -$12.7K -108 -3%
DI
449
DFPG Investments
Utah
$351K +$83.2K +711 +31%
AWM
450
Aries Wealth Management
Maine
$348K