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iShares 3-7 Year Treasury Bond ETF

663 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 225 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.64%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
84
Increased
252
Reduced
225
Closed
75
Calls
$16.3M
Puts
$207M
Net Calls
-$190M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
451
Wilmington Savings Fund Society
Delaware
$391K
TFGT
452
TS Financial Group (TSFG)
Illinois
$390K +$211K +1,832 +118%
AWM
453
Adams Wealth Management
Utah
$387K -$68.6K -594 -15%
CI
454
CacheTech Inc
Utah
$387K +$387K +3,351 New
VCP
455
Vista Capital Partners
Oregon
$387K
JFG
456
JMG Financial Group
Illinois
$386K -$74.7K -647 -16%
PFS
457
Prospera Financial Services
Texas
$385K -$182K -1,577 -32%
FAM
458
Forte Asset Management
New York
$375K +$86.6K +750 +30%
CST
459
Charles Schwab Trust
Nevada
$375K -$13.4K -116 -3%
BAM
460
Belpointe Asset Management
Nevada
$373K -$38.2K -331 -9%
PFA
461
Petra Financial Advisors
Colorado
$370K
RFM
462
Royal Fund Management
Florida
$367K +$94.4K +816 +35%
AWM
463
Aries Wealth Management
Maine
$363K
B
464
Bellecapital
Switzerland
$359K
SG
465
StoneX Group
New York
$359K +$359K +3,108 New
BIA
466
Bigelow Investment Advisors
Maine
$355K -$10.4K -90 -3%
RIA
467
Regal Investment Advisors
Michigan
$353K -$250K -2,161 -41%
IWM
468
IHT Wealth Management
Illinois
$352K -$92.8K -804 -21%
EWA
469
EP Wealth Advisors
California
$347K +$65K +563 +23%
WDC
470
Woodward Diversified Capital
California
$347K -$142K -1,230 -29%
SLG
471
Stanley-Laman Group
Pennsylvania
$343K +$74.9K +649 +28%
TC
472
TownSquare Capital
Utah
$342K +$29.6K +256 +9%
SPC
473
Sigma Planning Corp
Michigan
$342K +$42.7K +370 +14%
BOH
474
Bank of Hawaii
Hawaii
$338K
PWP
475
Principle Wealth Partners
Connecticut
$336K