IEI icon

iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.62%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
426
Adams Wealth Management
Utah
$457K +$20.6K +178 +5%
WWM
427
Western Wealth Management
Colorado
$452K +$113K +980 +33%
IWM
428
Iams Wealth Management
Nebraska
$449K +$43.1K +373 +11%
IWM
429
IHT Wealth Management
Illinois
$446K -$358K -3,089 -44%
SC
430
Schoolcraft Capital
Colorado
$446K +$133K +1,146 +42%
PP
431
PrairieView Partners
Minnesota
$444K -$16.8K -145 -4%
PVI
432
Pine Valley Investments
New Jersey
$439K -$155K -1,337 -26%
TRCT
433
Tower Research Capital (TRC)
New York
$438K +$429K +3,708 +4,879%
AA
434
Alesco Advisors
New York
$437K -$185K -1,600 -30%
CAG
435
Csenge Advisory Group
Florida
$428K +$27.7K +239 +7%
VWM
436
Valley Wealth Managers
New Jersey
$425K +$10.3K +89 +2%
Members Trust
437
Members Trust
Florida
$422K +$11.5K +99 +3%
SPIA
438
Steward Partners Investment Advisory
New York
$419K +$39.6K +342 +10%
BAM
439
Belpointe Asset Management
Nevada
$413K -$19.1K -165 -4%
SAA
440
Southeast Asset Advisors
Georgia
$411K +$117K +1,010 +40%
JIP
441
Jaffetilchin Investment Partners
Florida
$409K +$409K +3,529 New
WSFS
442
Wilmington Savings Fund Society
Delaware
$392K +$392K +3,385 New
PSP
443
Pacific Sage Partners
Washington
$392K -$214K -1,845 -35%
CI
444
CPR Investments
Michigan
$391K +$391K +3,384 New
CST
445
Charles Schwab Trust
Nevada
$389K -$6.02K -52 -2%
BWM
446
Birchcreek Wealth Management
Ohio
$389K +$187K +1,611 +92%
VCP
447
Vista Capital Partners
Oregon
$388K -$4.86K -42 -1%
PTC
448
Private Trust Company
Ohio
$385K +$174K +1,502 +82%
RCS
449
Retirement Capital Strategies
California
$385K +$385K +3,321 New
AA
450
AlphaCentric Advisors
Puerto Rico
$375K -$154K -1,326 -29%