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iShares 3-7 Year Treasury Bond ETF

606 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+26
Holders Change %
+4.48%
% of All Funds
9.56%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.84%
New
85
Increased
228
Reduced
205
Closed
57
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
576
Rise Advisors
New York
$7.17K
LFG
577
Larson Financial Group
Missouri
$6.92K
MLA
578
MB, Levis & Associates
Pennsylvania
$6.92K +$1.15K +10 +20%
AIA
579
Armor Investment Advisors
North Carolina
$6.22K -$6.22K -54 -50%
CAL
580
Capital Analysts LLC
Pennsylvania
$6K -$2.25K -18 -27%
BWL
581
Bogart Wealth LLC
Virginia
$5.19K -$60.3K -523 -92%
TFP
582
Tilia Fiduciary Partners
North Carolina
$5.19K
WP
583
WealthPLAN Partners
Nebraska
$4.96K -$32K -278 -87%
FMII
584
Farmers & Merchants Investments Inc
Nebraska
$4.96K +$1.04K +9 +26%
TAM
585
Tucker Asset Management
Colorado
$4.84K -$1.96K -17 -29%
EWP
586
Elevation Wealth Partners
California
$4.27K +$4.27K +37 New
First Manhattan
587
First Manhattan
New York
$4.15K
MAWCM
588
Mine & Arao Wealth Creation & Management
California
$3K
AC
589
AlphaCore Capital
California
$2.88K
AIC
590
Archer Investment Corporation
Indiana
$2.88K
AF
591
Advisornet Financial
Minnesota
$2.65K +$2.65K +23 New
HCP
592
Hexagon Capital Partners
Arkansas
$2.54K
IF
593
Integrity Financial
Wyoming
$2.42K -$1.15K -10 -32%
GI
594
Gradient Investments
Minnesota
$2.42K +$1.5K +13 +163%
BAAM
595
Baker Avenue Asset Management
California
$2.31K
SWA
596
SOA Wealth Advisors
New York
$2.08K
VWM
597
Venturi Wealth Management
Texas
$1.99K
PA
598
PSI Advisors
Florida
$807
WP
599
WealthShield Partners
North Carolina
$692
BCMLT
600
Beacon Capital Management LLC (Tennessee)
Tennessee
$576 -$2.77K -24 -83%