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iShares 3-7 Year Treasury Bond ETF

580 hedge funds and large institutions have $10.4B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 208 increasing their positions, 175 reducing their positions, and 75 closing their positions.

Holders
580
Holders Change
+9
Holders Change %
+1.58%
% of All Funds
9.28%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.85%
New
98
Increased
208
Reduced
175
Closed
75
Calls
$381M
Puts
$479M
Net Calls
-$97.2M
Net Calls Change
-$59.7M
Name Market Value Shares Shares
Change
Shares
Change %
RP
476
Rice Partnership
Hawaii
$162K 1,375 +1 +0.1%
SPIA
477
Steward Partners Investment Advisory
New York
$153K 1,298 -90 -6%
PTC
478
Private Trust Company
Ohio
$152K 1,288 -826 -39%
GWM
479
Geneos Wealth Management
Colorado
$150K 1,272 +753 +145%
BWA
480
BDO Wealth Advisors
Florida
$141K 1,200 -3,600 -75%
DIP
481
DT Investment Partners
Pennsylvania
$130K 1,105
CWM
482
Consultiva Wealth Management
Puerto Rico
$128K 1,088
RI
483
Ridgewood Investments
New Jersey
$125K 1,065 +1,065 New
SC
484
Slow Capital
California
$124K 1,055 -29,492 -97%
IWP
485
Icon Wealth Partners
Texas
$118K 999 +999 New
AAS
486
Ameritas Advisory Services
Nebraska
$116K 983 +983 New
S
487
SignatureFD
Georgia
$111K 944 +272 +40%
AWM
488
Avior Wealth Management
Nebraska
$86.8K 738
PCTC
489
Perkins Coie Trust Company
Washington
$85.3K 725
CPA
490
Cardiff Park Advisors
California
$83.8K 712
WWP
491
WR Wealth Planners
Missouri
$83.5K 710 +710 New
SSB
492
Sandy Spring Bank
Maryland
$82K 697 +49 +8%
EWM
493
EPG Wealth Management
Georgia
$74.7K 635 +635 New
SMFG
494
Sumitomo Mitsui Financial Group
Japan
$73.2K 622
YDMI
495
Y.D. More Investments
Israel
$71.3K 606
MCM
496
Manchester Capital Management
Vermont
$69.1K 587
BWL
497
Bogart Wealth LLC
Virginia
$66.8K 568
BFPW
498
BOK Financial Private Wealth
Colorado
$64.1K 545 +545 New
FFA
499
Farther Finance Advisors
California
$62.6K 532 +1 +0.2%
CSC
500
Caldwell Sutter Capital
California
$60.5K 514 +514 New