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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 %
CSC
526
Caldwell Sutter Capital
California
$209K +$26K +222 +14%
EWM
527
Evercore Wealth Management
New York
$206K +$206K +1,760 New
PIMG
528
Patriot Investment Management Group
Tennessee
$205K +$205K +1,749 New
BWM
529
Birchcreek Wealth Management
Ohio
$205K +$205K +1,747 New
SYBT
530
Stock Yards Bank & Trust
Kentucky
$204K +$204K +1,739 New
PVH
531
Psagot Value Holdings
Israel
$199K +$199K +1,696 New
FAM
532
Family Asset Management
South Carolina
$196K -$559K -4,769 -74%
SAS
533
Stelac Advisory Services
New York
$192K -$87K -743 -31%
CF
534
Centaurus Financial
California
$189K -$17.6K -151 -9%
HI
535
Harbour Investments
Wisconsin
$188K +$68.2K +582 +57%
SSB
536
Sandy Spring Bank
Maryland
$157K +$12.9K +110 +9%
AIP
537
Ameritas Investment Partners
Nebraska
$153K -$5.97K -51 -4%
RBC
538
Roble Belko & Company
Pennsylvania
$152K -$3.82M -32,518 -96%
DIP
539
DT Investment Partners
Pennsylvania
$137K
GWM
540
Geneos Wealth Management
Colorado
$135K -$35.1K -300 -21%
CFO
541
CVA Family Office
Colorado
$134K +$134K +1,142 New
MA
542
Montag & Associates
Georgia
$125K -$51.2K -437 -29%
BCV
543
Banque Cantonale Vaudoise
Switzerland
$122K -$25.6K -219 -17%
BC
544
Bartlett & Co
Ohio
$116K +$116K +988 New
BCWM
545
Bartlett & Co Wealth Management
Ohio
$116K +$116K +988 New
DJSG
546
D.J. St. Germain
Massachusetts
$115K -$9.96K -85 -8%
EWA
547
Elevate Wealth Advisory
Georgia
$111K +$111K +950 New
HGA
548
Hobbs Group Advisors
South Carolina
$99.9K +$99.9K +853 New
HCA
549
Heck Capital Advisors
Wisconsin
$98.6K -$10.2K -87 -9%
CFD
550
Creative Financial Designs
Indiana
$93.6K +$22K +188 +31%