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iShares 3-7 Year Treasury Bond ETF

663 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 225 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.64%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
84
Increased
252
Reduced
225
Closed
75
Calls
$16.3M
Puts
$207M
Net Calls
-$190M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
526
Redhawk Wealth Advisors
Minnesota
$219K -$82.2K -712 -27%
KWM
527
KFG Wealth Management
Indiana
$217K
SYBT
528
Stock Yards Bank & Trust
Kentucky
$217K
IAIM
529
International Assets Investment Management
Florida
$216K -$25.6K -222 -11%
IAS
530
Insigneo Advisory Services
Florida
$214K +$214K +1,798 New
UBG
531
United Bank (Georgia)
Georgia
$213K +$213K +1,846 New
MBFW
532
Morton Brown Family Wealth
Pennsylvania
$213K -$139K -1,188 -39%
CSC
533
Caldwell Sutter Capital
California
$213K +$13.2K +114 +7%
CGA
534
Crescent Grove Advisors
Illinois
$212K +$212K +1,840 New
VWA
535
Visionary Wealth Advisors
Illinois
$211K -$57.2K -495 -21%
GA
536
Greenspring Advisors
Maryland
$211K
CWP
537
Core Wealth Partners
California
$208K -$1.16K -10 -0.6%
BWP
538
BSW Wealth Partners
Colorado
$208K -$557K -4,820 -73%
PIMG
539
Patriot Investment Management Group
Tennessee
$206K
EWM
540
Evercore Wealth Management
New York
$203K
CFD
541
Creative Financial Designs
Indiana
$203K +$35.1K +304 +21%
IWM
542
Iams Wealth Management
Nebraska
$202K -$247K -2,142 -55%
HSA
543
HBK Sorce Advisory
Pennsylvania
$202K -$22.8K -197 -10%
GG
544
Gleason Group
Kentucky
$198K +$198K +1,713 New
SAS
545
Stelac Advisory Services
New York
$189K
IRC
546
Investors Research Corp
Georgia
$164K -$55.7K -482 -25%
CWP
547
Concord Wealth Partners
Virginia
$153K
SPIA
548
Steward Partners Investment Advisory
New York
$150K -$268K -2,325 -64%
AIP
549
Ameritas Investment Partners
Nebraska
$144K -$2.08K -18 -1%
RI
550
Ridgewood Investments
New Jersey
$141K +$141K +1,222 New