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
9.63%
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 %
CIBC Private Wealth Group
551
CIBC Private Wealth Group
Georgia
$114K -$90.9K -791 -44%
OHWP
552
Oak Harbor Wealth Partners
North Carolina
$112K +$62.3K +538 +125%
CAM
553
Costello Asset Management
Pennsylvania
$104K -$229K -1,980 -69%
WL
554
WIT LLC
District of Columbia
$102K +$102K +880 New
SL
555
Salomon & Ludwin
Virginia
$101K +$101K +868 New
MA
556
MCF Advisors
Kentucky
$97.3K +$15.8K +136 +19%
ACA
557
Aptus Capital Advisors
Alabama
$93.8K +$74.5K +643 +385%
RCM
558
Rain Capital Management
Oregon
$92.1K +$463 +4 +0.5%
MA
559
Montag & Associates
Georgia
$88.5K -$34.9K -301 -28%
PAM
560
Palisade Asset Management
Minnesota
$86.9K +$86.9K +750 New
GWM
561
Geneos Wealth Management
Colorado
$86.6K -$46.4K -401 -35%
CPA
562
Cardiff Park Advisors
California
$82.5K
ITIM
563
Indiana Trust & Investment Management
Indiana
$82.2K
HCA
564
Heck Capital Advisors
Wisconsin
$81.2K -$16.3K -141 -17%
EWA
565
Elevate Wealth Advisory
Georgia
$80.8K -$29.2K -252 -27%
CT
566
Cambridge Trust
Massachusetts
$79.9K +$79.9K +690 New
NCM
567
Northwest Capital Management
Oregon
$75.7K +$1.27K +11 +2%
TCOV
568
Trust Company of Vermont
Vermont
$75.3K -$6.6K -57 -8%
FCA
569
FinTrust Capital Advisors
South Carolina
$74.1K +$18.4K +159 +33%
PA
570
Parallel Advisors
California
$71.7K
FHA
571
First Horizon Advisors
Tennessee
$68.4K -$138K -1,190 -67%
PCTC
572
Perkins Coie Trust Company
Washington
$63.1K
CPG
573
Cornerstone Planning Group
New Jersey
$61.8K +$114 +1 +0.2%
BTI
574
Blue Trust Inc
Georgia
$61.4K +$61.4K +530 New
CA
575
CoreCap Advisors
Michigan
$59.5K +$59.5K +514 New