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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 %
SLG
501
Stanley-Laman Group
Pennsylvania
$373K +$17.5K +146 +5%
TPA
502
Trivium Point Advisory
Connecticut
$370K -$240K -2,067 -39%
CST
503
Charles Schwab Trust
Nevada
$368K -$20.2K -169 -5%
WDC
504
Woodward Diversified Capital
California
$367K +$7.89K +66 +2%
SFA
505
Sequoia Financial Advisors
Ohio
$367K +$116K +967 +46%
BIA
506
Bigelow Investment Advisors
Maine
$362K -$5.26K -44 -1%
PFA
507
Petra Financial Advisors
Colorado
$359K -$24.3K -203 -6%
JFG
508
JMG Financial Group
Illinois
$358K -$41.9K -350 -10%
LCGC
509
Legacy Capital Group California
California
$357K +$114K +955 +47%
BCA
510
Bay Colony Advisors
Massachusetts
$357K +$357K +2,982 New
HBS
511
Howard Bailey Securities
Indiana
$356K +$356K +2,973 New
SOS
512
Silver Oak Securities
Tennessee
$350K +$119K +1,126 +52%
MLA
513
My Legacy Advisors
Oregon
$347K +$116K +974 +51%
VCM
514
Verger Capital Management
North Carolina
$347K +$347K +2,900 New
WTC
515
WhitTier Trust Company
Nevada
$344K +$4.07K +34 +1%
VPI
516
Value Partners Investments
Manitoba, Canada
$343K
KIM
517
Kestra Investment Management
Texas
$343K +$343K +2,864 New
SC
518
Scotia Capital
Ontario, Canada
$340K
UI
519
Unconventional Investor
New Hampshire
$340K +$359 +3 +0.1%
CWM
520
Chemistry Wealth Management
New York
$333K -$11.2K -94 -3%
EWA
521
EP Wealth Advisors
California
$332K -$27.9K -233 -8%
WFA
522
WestHill Financial Advisors
California
$327K +$3.83K +32 +1%
AIM
523
Alhambra Investment Management
Florida
$326K -$317K -2,649 -49%
PTC
524
Private Trust Company
Ohio
$325K +$26.7K +223 +9%
HT
525
Headlands Technologies
Illinois
$323K +$323K +2,699 New