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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 %
DIP
551
DT Investment Partners
Pennsylvania
$135K -$346 -3 -0.3%
HGERS
552
Householder Group Estate & Retirement Specialist
Arizona
$133K +$133K +1,158 New
CIBC Private Wealth Group
553
CIBC Private Wealth Group
Georgia
$130K +$15.4K +133 +13%
CAL
554
Capital Analysts LLC
Pennsylvania
$130K +$121K +1,049 +1,399%
CB
555
CNB Bank
Pennsylvania
$129K +$129K +1,113 New
WWP
556
WR Wealth Planners
Missouri
$128K +$7.04K +61 +6%
VAG
557
VisionPoint Advisory Group
Texas
$126K -$68.6K -594 -35%
BCV
558
Banque Cantonale Vaudoise
Switzerland
$120K
WWM
559
Wolff Wiese Magana
California
$116K +$116K +1,004 New
BCWM
560
Bartlett & Co Wealth Management
Ohio
$114K
ATPW
561
Ashton Thomas Private Wealth
Arizona
$98.2K +$98.2K +850 New
RCM
562
Rain Capital Management
Oregon
$91.5K +$229 +2 +0.3%
MA
563
Montag & Associates
Georgia
$88.2K
Jones Financial Companies
564
Jones Financial Companies
Missouri
$88K +$78.6K +681 +841%
GWM
565
Geneos Wealth Management
Colorado
$86.3K
CPA
566
Cardiff Park Advisors
California
$82.2K
FAM
567
Family Asset Management
South Carolina
$81.4K -$34.5K -299 -30%
MA
568
MCF Advisors
Kentucky
$81.3K -$15.7K -136 -16%
CT
569
Clearstead Trust
Maine
$80.9K +$80.9K +701 New
EWA
570
Elevate Wealth Advisory
Georgia
$80.6K
FGAM
571
Financial Gravity Asset Management
Texas
$79.2K -$92.1K -798 -54%
TCOV
572
Trust Company of Vermont
Vermont
$75.1K
OHWP
573
Oak Harbor Wealth Partners
North Carolina
$73.9K -$37.9K -328 -34%
FCA
574
FinTrust Capital Advisors
South Carolina
$73.9K
PA
575
Parallel Advisors
California
$71.5K