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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 %
FIA
501
Foundations Investment Advisors
Arizona
$245K -$1.26M -10,734 -84%
NC
502
Napatree Capital
Rhode Island
$242K +$242K +2,068 New
TFA
503
Tobias Financial Advisors
Florida
$239K +$239K +2,037 New
GT
504
Glenview Trust
Kentucky
$237K +$237K +2,020 New
MLA
505
My Legacy Advisors
Oregon
$234K +$234K +1,996 New
VPI
506
Value Partners Investments
Manitoba, Canada
$232K +$232K +1,981 New
HSA
507
HBK Sorce Advisory
Pennsylvania
$230K +$230K +1,960 New
FFM
508
Flagstone Financial Management
Nebraska
$228K +$228K +1,948 New
VCP
509
Verus Capital Partners
Arizona
$228K
PS
510
Principal Securities
Iowa
$228K +$228K +1,945 New
FA
511
Flagstar Advisors
New York
$226K -$3.28K -28 -1%
WF
512
Wayfinding Financial
Washington
$224K -$74.8K -640 -25%
PIA
513
Perennial Investment Advisors
California
$223K -$29.3K -250 -12%
AWA
514
Arkadios Wealth Advisors
Georgia
$219K +$219K +1,868 New
BBWP
515
Beacon Bridge Wealth Partners
Pennsylvania
$218K -$41.5K -354 -16%
HPM
516
Hoxton Planning & Management
West Virginia
$218K +$218K +1,861 New
CWP
517
Concord Wealth Partners
Virginia
$216K -$45.8K -391 -17%
PIA
518
Pinion Investment Advisors
Kansas
$214K -$3.63K -31 -2%
PTC
519
Private Trust Company
Ohio
$214K -$234 -2 -0.1%
GA
520
Greenspring Advisors
Maryland
$214K
WGCA
521
Wolf Group Capital Advisors
Virginia
$213K +$213K +1,843 New
IRC
522
Investors Research Corp
Georgia
$212K -$14.5K -124 -6%
PCMC
523
Private Capital Management (Colorado)
Colorado
$211K -$117K -1,000 -36%
CIBC Private Wealth Group
524
CIBC Private Wealth Group
Georgia
$209K +$209K +1,783 New
FHA
525
First Horizon Advisors
Tennessee
$209K -$29.9K -255 -13%