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iShares 3-7 Year Treasury Bond ETF

726 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 284 increasing their positions, 234 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+6
Holders Change %
+0.83%
% of All Funds
9.67%
Holding in Top 10
55
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.58%
% of All Funds
0.73%
New
104
Increased
284
Reduced
234
Closed
78
Calls
$135M
Puts
$61M
Net Calls
+$74.1M
Net Calls Change
+$60.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
501
Alhambra Investment Management
Florida
$372K +$57.8K +500 +18%
SG
502
StoneX Group
New York
$361K +$361K +3,121 New
GWA
503
Genesis Wealth Advisors
Massachusetts
$361K +$361K +3,120 New
CST
504
Charles Schwab Trust
Nevada
$360K +$4.39K +38 +1%
AWA
505
Arkadios Wealth Advisors
Georgia
$356K -$33.4K -289 -9%
SPC
506
Sigma Planning Corp
Michigan
$354K -$23.5K -203 -6%
MPW
507
Magnolia Private Wealth
Pennsylvania
$351K +$351K +3,039 New
CGA
508
Crescent Grove Advisors
Illinois
$350K +$118K +1,017 +51%
PFA
509
Petra Financial Advisors
Colorado
$347K
CWMA
510
Capstone Wealth Management (Alabama)
Alabama
$347K +$347K +3,000 New
MBTD
511
Mechanics Bank - Trust Department
California
$347K -$116K -1,000 -25%
JFG
512
JMG Financial Group
Illinois
$346K
TPA
513
Trivium Point Advisory
Connecticut
$342K -$26.7K -231 -7%
WFA
514
WestHill Financial Advisors
California
$336K +$19.6K +170 +6%
MLA
515
My Legacy Advisors
Oregon
$336K +$808 +7 +0.2%
PPC
516
Park Place Capital
Alabama
$336K -$216K -1,872 -39%
SFA
517
Sequoia Financial Advisors
Ohio
$331K -$23.8K -206 -7%
SC
518
Scotia Capital
Ontario, Canada
$328K
CI
519
CacheTech Inc
Utah
$326K -$58.9K -510 -15%
AWM
520
Adams Wealth Management
Utah
$326K -$58.9K -510 -15%
UI
521
Unconventional Investor
New Hampshire
$322K -$5.78K -50 -2%
VWM
522
Valley Wealth Managers
New Jersey
$322K -$71.5K -619 -18%
CSC
523
Caldwell Sutter Capital
California
$320K +$102K +884 +47%
CFD
524
Creative Financial Designs
Indiana
$317K +$81.7K +707 +35%
EWA
525
EP Wealth Advisors
California
$314K -$6.59K -57 -2%