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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 %
HIA
576
Harbor Investment Advisory
Maryland
$49.7K +$22.1K +189 +80%
NS
577
NBC Securities
Alabama
$49K -$9.8K -85 -17%
WT
578
Washington Trust
Rhode Island
$44.5K +$44.5K +380 New
PO
579
Private Ocean
California
$44.4K
Jones Financial Companies
580
Jones Financial Companies
Missouri
$44K +$44K +376 New
CBT
581
Central Bank & Trust
Kentucky
$40.9K
NRG
582
Nemes Rush Group
Michigan
$40.8K +$15K +128 +58%
CWM
583
Cranbrook Wealth Management
Michigan
$39.9K
TVAMP
584
Tennessee Valley Asset Management Partners
Tennessee
$38.4K +$38.4K +328 New
CAL
585
Capital Analysts LLC
Pennsylvania
$36K +$29.2K +251 +433%
CT
586
Colonial Trust
South Carolina
$35.6K
WP
587
WealthShield Partners
North Carolina
$34.8K +$34.1K +291 +4,850%
PP
588
Pacifica Partners
Canada
$34.7K
SA
589
Scarborough Advisors
Maryland
$32.4K +$32.4K +277 New
HF
590
Halpern Financial
Virginia
$32K +$32K +274 New
TWC
591
TD Waterhouse Canada
Ontario, Canada
$31.6K +$31.5K +270 +27,000%
KA
592
Kozak & Associates
Colorado
$31.1K +$31.1K +266 New
HR
593
Howe & Rusling
New York
$30.5K +$30.5K +260 New
EWM
594
EPG Wealth Management
Georgia
$30.3K
WCM
595
Winthrop Capital Management
Indiana
$27.9K +$27.9K +238 New
FM
596
Family Management
New York
$26.5K +$15.6K +133 +143%
TIM
597
Tortoise Investment Management
New York
$25.8K -$140K -1,195 -84%
HCP
598
Hexagon Capital Partners
Arkansas
$25.7K +$23.1K +197 +895%
CHA
599
Carmichael Hill & Associates
Maryland
$25.5K
BCA
600
Bray Capital Advisors
Florida
$23.4K