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iShares 3-7 Year Treasury Bond ETF

720 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 291 increasing their positions, 220 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.42%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
116
Increased
291
Reduced
220
Closed
51
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Shares
Change %
BEC
451
Blue Edge Capital
Virginia
$516K -$13.1M -109,350 -96%
HAS
452
HBW Advisory Services
California
$514K +$89K +744 +21%
FLPIM
453
F.L. Putnam Investment Management
Massachusetts
$513K
JIP
454
Jaffetilchin Investment Partners
Florida
$508K +$8.73K +73 +2%
SC
455
Schoolcraft Capital
Colorado
$505K -$13.6K -114 -3%
CWM
456
Congress Wealth Management
Massachusetts
$504K -$32.5K -272 -6%
DTC
457
Davidson Trust Company
Washington
$499K +$499K +4,172 New
BAM
458
Belpointe Asset Management
Nevada
$496K +$109K +914 +28%
PP
459
PrairieView Partners
Minnesota
$493K +$29.9K +250 +6%
LAS
460
Lloyd Advisory Services
Georgia
$493K -$4.63M -38,716 -90%
CAAS
461
Capital Asset Advisory Services
Michigan
$490K -$36.4K -309 -7%
JTWM
462
Jackson Thornton Wealth Management
Alabama
$489K
PG
463
Patten Group
Tennessee
$485K +$189K +1,584 +64%
AWM
464
Accurate Wealth Management
Florida
$485K +$198K +1,681 +69%
CW
465
Channel Wealth
California
$483K -$133K -1,115 -22%
ARC
466
Advisor Resource Council
Texas
$482K +$482K +4,034 New
KSWA
467
Kathleen S. Wright Associates
Pennsylvania
$482K +$8.37K +70 +2%
TFGT
468
TS Financial Group (TSFG)
Illinois
$481K +$76.6K +640 +19%
ACGA
469
Atlanta Consulting Group Advisors
Georgia
$480K +$480K +4,014 New
OFG
470
Omega Financial Group
California
$480K -$133K -1,115 -22%
MBTD
471
Mechanics Bank - Trust Department
California
$478K +$478K +4,000 New
PI
472
PFG Investments
New York
$475K -$15.9K -133 -3%
RB
473
Renasant Bank
Mississippi
$467K -$837 -7 -0.2%
PA
474
Parkside Advisors
California
$457K -$680K -5,684 -60%
PF
475
Phoenix Financial
Israel
$454K -$148K -1,236 -25%