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iShares 3-7 Year Treasury Bond ETF

720 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 291 increasing their positions, 220 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.42%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
116
Increased
291
Reduced
220
Closed
51
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
551
DHK Financial Advisors
New Hampshire
$263K +$263K +2,200 New
BJL
552
Brighton Jones LLC
Washington
$261K -$560K -4,682 -68%
CAG
553
Csenge Advisory Group
Florida
$259K -$141K -1,194 -35%
CFG
554
Citizens Financial Group
Rhode Island
$251K -$359 -3 -0.1%
FIA
555
Foundations Investment Advisors
Arizona
$251K -$12.2K -102 -5%
MPCL
556
My Personal CFO LLC
Washington
$251K
NC
557
Napatree Capital
Rhode Island
$247K
FBB
558
Fulton Breakefield Broenniman
Maryland
$247K
SWM
559
SeaCrest Wealth Management
New York
$246K +$246K +2,056 New
FA
560
Flagstar Advisors
New York
$245K +$1.32K +11 +0.5%
TFA
561
Tobias Financial Advisors
Florida
$244K
FFM
562
Flagstone Financial Management
Nebraska
$243K
CFD
563
Creative Financial Designs
Indiana
$243K +$32.9K +275 +16%
HIP
564
HUB Investment Partners
Texas
$242K -$29.4K -246 -11%
PVI
565
Pine Valley Investments
New Jersey
$240K -$46.4K -388 -16%
CGA
566
Crescent Grove Advisors
Illinois
$240K +$20.1K +168 +9%
PPH
567
Pure Portfolios Holdings
Oregon
$239K +$239K +2,002 New
IFA
568
Interactive Financial Advisors
Illinois
$233K -$8.14K -68 -3%
SL
569
SWMG LLC
Texas
$232K +$232K +2,003 New
RA
570
RFG Advisory
Alabama
$232K +$232K +1,937 New
LNB
571
Ledyard National Bank
$229K +$229K +1,913 New
CSC
572
Caldwell Sutter Capital
California
$225K +$4.79K +40 +2%
SPIA
573
Steward Partners Investment Advisory
New York
$225K +$69.8K +584 +45%
PIMG
574
Patriot Investment Management Group
Tennessee
$224K +$10.2K +85 +5%
SIM
575
Stratos Investment Management
Ohio
$223K +$223K +1,864 New