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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 %
PWMG
476
Pioneer Wealth Management Group
Texas
$296K -$35.5K -303 -11%
SPC
477
Sigma Planning Corp
Michigan
$293K -$114K -974 -28%
EGA
478
E&G Advisors
Texas
$286K
AWA
479
Arete Wealth Advisors
Illinois
$286K +$286K +2,438 New
SOS
480
Silver Oak Securities
Tennessee
$283K +$132K +1,126 +88%
LCGC
481
Legacy Capital Group California
California
$282K -$44.3K -378 -14%
TC
482
TownSquare Capital
Utah
$281K +$281K +2,403 New
Belvedere Trading
483
Belvedere Trading
Illinois
$278K +$278K +2,377 New
C
484
Certuity
Florida
$277K +$277K +2,368 New
FUBT
485
First United Bank & Trust
Maryland
$274K +$274K +2,340 New
SP
486
Successful Portfolios
Florida
$274K -$15.2K -130 -5%
HIF
487
Hill Island Financial
Michigan
$270K +$270K +2,302 New
HIP
488
HUB Investment Partners
Texas
$266K +$38.2K +326 +17%
CCM
489
Ciovacco Capital Management
Georgia
$262K -$24.6K -210 -9%
VWM
490
VCI Wealth Management
Missouri
$260K +$260K +2,222 New
SPG
491
Strategic Planning Group
Utah
$257K +$257K +2,191 New
SLG
492
Stanley-Laman Group
Pennsylvania
$256K -$820 -7 -0.3%
MBFW
493
Morton Brown Family Wealth
Pennsylvania
$254K +$27.9K +238 +12%
CIA
494
Capital Investment Advisors
Georgia
$253K -$22.3K -190 -8%
SWP
495
Significant Wealth Partners
Illinois
$252K +$252K +2,150 New
MW
496
Maia Wealth
Colorado
$252K +$252K +2,148 New
TBNY
497
Trustco Bank (New York)
New York
$251K
SP
498
Stonebrook Private
Michigan
$247K +$247K +2,110 New
SC
499
Solstein Capital
California
$246K
MPCL
500
My Personal CFO LLC
Washington
$246K