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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 %
RCM
551
Rain Capital Management
Oregon
$92.7K +$937 +8 +1%
LWCFA
552
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.1K
CW
553
Cooksen Wealth
Texas
$85.7K +$85.7K +732 New
CPA
554
Cardiff Park Advisors
California
$83.4K
ITIM
555
Indiana Trust & Investment Management
Indiana
$83.2K -$103K -880 -55%
TCOV
556
Trust Company of Vermont
Vermont
$82.8K +$76.1K +650 +1,140%
MA
557
MCF Advisors
Kentucky
$82.5K +$62.4K +533 +312%
FFA
558
Farther Finance Advisors
California
$79K -$7.62K -65 -9%
AAP
559
Arax Advisory Partners
Colorado
$76.6K +$60.3K +515 +371%
NCM
560
Northwest Capital Management
Oregon
$75.3K
SMFG
561
Sumitomo Mitsui Financial Group
Japan
$72.9K
PA
562
Parallel Advisors
California
$72.5K
CAS
563
Coppell Advisory Solutions
Texas
$70.5K +$21.2K +181 +43%
CMA
564
Cedar Mountain Advisors
Oregon
$68.8K +$55.9K +477 +434%
TFGT
565
TS Financial Group (TSFG)
Illinois
$66K +$52.8K +451 +399%
RFG
566
REAP Financial Group
Texas
$65.8K +$65.8K +562 New
PCTC
567
Perkins Coie Trust Company
Washington
$63.8K
CPG
568
Cornerstone Planning Group
New Jersey
$63.3K
AA
569
Ancora Advisors
Ohio
$61.5K +$17.6K +150 +40%
CG
570
Cutler Group
California
$58K +$58K +500 New
TH
571
TCTC Holdings
Texas
$57.6K
FCA
572
FinTrust Capital Advisors
South Carolina
$56.3K +$6.33K +54 +13%
BC
573
Barrett & Company
Rhode Island
$54.5K
YDMI
574
Y.D. More Investments
Israel
$52.7K -$18.3K -156 -26%
OHWP
575
Oak Harbor Wealth Partners
North Carolina
$50.4K +$50.4K +430 New