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 %
EGA
451
E&G Advisors
Texas
$281K
WFA
452
WestHill Financial Advisors
California
$280K
RWA
453
Redhawk Wealth Advisors
Minnesota
$280K +$15.9K +138 +6%
JCM
454
Jacobi Capital Management
Pennsylvania
$273K +$23.2K +201 +9%
IW
455
Imprint Wealth
South Carolina
$272K +$4.59K +40 +2%
LFAS
456
Level Four Advisory Services
Texas
$270K -$2.79M -24,249 -91%
WF
457
Wayfinding Financial
Washington
$267K +$28.3K +247 +12%
TA
458
TFG Advisers
Michigan
$267K -$4.38K -38 -2%
CWP
459
Concord Wealth Partners
Virginia
$265K +$807 +7 +0.3%
EAM
460
Evanson Asset Management
California
$261K +$261K +2,268 New
Fisher Asset Management
461
Fisher Asset Management
Washington
$258K +$258K +2,235 New
SGAM
462
Stephens Group Asset Management
Arkansas
$256K
PIA
463
Perennial Investment Advisors
California
$248K -$12.3K -107 -5%
TBNY
464
Trustco Bank (New York)
New York
$247K +$247K +2,140 New
CWP
465
Core Wealth Partners
California
$244K +$244K +2,119 New
SC
466
Solstein Capital
California
$242K
MPCL
467
My Personal CFO LLC
Washington
$242K
LT
468
Legacy Trust
Michigan
$241K +$241K +2,090 New
SLG
469
Stanley-Laman Group
Pennsylvania
$240K +$2.77K +24 +1%
BPCE
470
Bank Pictet & Cie (Europe)
Germany
$237K +$237K +2,057 New
SS
471
Simplicity Solutions
Minnesota
$236K +$236K +2,045 New
KCM
472
KM Capital Management
Texas
$229K -$222K -1,929 -49%
CF
473
Centaurus Financial
California
$228K +$6.68K +58 +3%
MFG
474
Merit Financial Group
Georgia
$227K +$227K +1,972 New
DADC
475
D.A. Davidson & Co
Montana
$227K +$227K +1,970 New