IEI icon

iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.62%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
526
Confluence Wealth Services
Pennsylvania
$214K +$214K +1,848 New
MWM
527
Mission Wealth Management
California
$213K +$213K +1,841 New
WGCA
528
Wolf Group Capital Advisors
Virginia
$213K
GA
529
Greenspring Advisors
Maryland
$211K
CWP
530
Core Wealth Partners
California
$210K +$210K +1,813 New
PCMC
531
Private Capital Management (Colorado)
Colorado
$208K
PIMG
532
Patriot Investment Management Group
Tennessee
$207K +$4.05K +35 +2%
DFG
533
Delta Financial Group
New Jersey
$206K +$206K +1,775 New
EWM
534
Evercore Wealth Management
New York
$204K
CSC
535
Caldwell Sutter Capital
California
$200K -$6.02K -52 -3%
PVH
536
Psagot Value Holdings
Israel
$196K
VAG
537
VisionPoint Advisory Group
Texas
$195K +$195K +1,681 New
SAS
538
Stelac Advisory Services
New York
$190K
TFGT
539
TS Financial Group (TSFG)
Illinois
$179K +$114K +985 +175%
FGAM
540
Financial Gravity Asset Management
Texas
$173K -$6.13M -52,577 -97%
CFD
541
Creative Financial Designs
Indiana
$168K +$75.9K +655 +82%
CWP
542
Concord Wealth Partners
Virginia
$154K -$59.8K -516 -28%
RBC
543
Roble Belko & Company
Pennsylvania
$150K
AIP
544
Ameritas Investment Partners
Nebraska
$147K -$4.75K -41 -3%
DIP
545
DT Investment Partners
Pennsylvania
$135K
WWP
546
WR Wealth Planners
Missouri
$121K +$121K +1,046 New
BCV
547
Banque Cantonale Vaudoise
Switzerland
$121K
FAM
548
Family Asset Management
South Carolina
$116K -$77.9K -673 -40%
BCWM
549
Bartlett & Co Wealth Management
Ohio
$114K
DJSG
550
D.J. St. Germain
Massachusetts
$114K