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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 %
AL
451
ACAS LLC
California
$346K +$51.9K +443 +18%
FPW
452
Flagship Private Wealth
Massachusetts
$344K +$344K +2,934 New
Pathstone Holdings
453
Pathstone Holdings
New Jersey
$343K +$343K +2,929 New
BOH
454
Bank of Hawaii
Hawaii
$343K
WWM
455
Western Wealth Management
Colorado
$343K -$2.34K -20 -0.7%
CAM
456
Costello Asset Management
Pennsylvania
$337K +$337K +2,875 New
MAM
457
Meeder Asset Management
Ohio
$336K -$30.5K -260 -8%
CIBC World Market
458
CIBC World Market
Ontario, Canada
$335K +$335K +2,856 New
HFS
459
Heritage Financial Services
Massachusetts
$333K +$333K +2,844 New
WTC
460
WhitTier Trust Company
Nevada
$333K -$1.52K -13 -0.5%
Wolverine Trading
461
Wolverine Trading
Illinois
$332K +$332K +2,835 New
VWA
462
Visionary Wealth Advisors
Illinois
$329K -$203K -1,732 -38%
LFAS
463
Level Four Advisory Services
Texas
$323K +$94.3K +805 +41%
IAIM
464
International Assets Investment Management
Florida
$319K +$319K +2,725 New
SC
465
Schoolcraft Capital
Colorado
$317K -$28.7K -245 -8%
PWP
466
Principle Wealth Partners
Connecticut
$315K -$7.19M -61,393 -96%
FBB
467
Fulton Breakefield Broenniman
Maryland
$315K -$7.85K -67 -2%
WFA
468
WestHill Financial Advisors
California
$312K
EWA
469
EP Wealth Advisors
California
$309K +$90.8K +775 +42%
IC
470
Innealta Capital
Texas
$309K -$5.71M -48,714 -95%
RWA
471
Redhawk Wealth Advisors
Minnesota
$307K -$18.3K -156 -6%
UI
472
Unconventional Investor
New Hampshire
$306K -$747K -6,380 -71%
BB
473
Busey Bank
Illinois
$300K +$300K +2,565 New
SAA
474
Southeast Asset Advisors
Georgia
$298K
RW
475
REDW Wealth
New Mexico
$297K