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iShares 3-7 Year Treasury Bond ETF

592 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 238 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-14
Holders Change %
-2.31%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.72%
New
61
Increased
200
Reduced
238
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
476
Snowden Capital Advisors
New York
$200K -$166K -1,471 -45%
CF
477
Centaurus Financial
California
$200K -$23.9K -211 -11%
OA
478
Operose Advisors
Wisconsin
$186K +$186K +1,648 New
ITIM
479
Indiana Trust & Investment Management
Indiana
$180K +$180K +1,590 New
CSC
480
Caldwell Sutter Capital
California
$176K +$5.55K +49 +3%
MA
481
Montag & Associates
Georgia
$170K -$372K -3,283 -69%
GWM
482
Geneos Wealth Management
Colorado
$164K +$13.2K +117 +9%
TIM
483
Tortoise Investment Management
New York
$160K
AIP
484
Ameritas Investment Partners
Nebraska
$154K -$2.26K -20 -1%
SOS
485
Silver Oak Securities
Tennessee
$146K -$135K -1,190 -48%
RP
486
Rice Partnership
Hawaii
$143K -$7.58K -67 -5%
BCV
487
Banque Cantonale Vaudoise
Switzerland
$143K
SWA
488
Sutton Wealth Advisors
Florida
$140K +$125K +1,107 +826%
SSB
489
Sandy Spring Bank
Maryland
$139K +$42.1K +372 +43%
DIP
490
DT Investment Partners
Pennsylvania
$132K +$7.81K +69 +6%
DJSG
491
D.J. St. Germain
Massachusetts
$121K -$29.4K -260 -20%
HI
492
Harbour Investments
Wisconsin
$116K -$12.4K -110 -10%
IWP
493
Icon Wealth Partners
Texas
$113K
SPIA
494
Steward Partners Investment Advisory
New York
$113K +$22.6K +200 +25%
HCA
495
Heck Capital Advisors
Wisconsin
$105K -$479K -4,232 -82%
WWP
496
WR Wealth Planners
Missouri
$102K -$30.8K -272 -23%
HL
497
HeadInvest LLC
Maine
$101K +$101K +899 New
PP
498
PrairieView Partners
Minnesota
$91K -$8.93K -79 -9%
RCM
499
Rain Capital Management
Oregon
$88.8K +$453 +4 +0.5%
LWCFA
500
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85.6K