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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 %
NL
576
NDWM LLC
California
$223K +$223K +1,863 New
DJSG
577
D.J. St. Germain
Massachusetts
$220K -$71.8K -600 -25%
MBFW
578
Morton Brown Family Wealth
Pennsylvania
$219K
GA
579
Greenspring Advisors
Maryland
$218K
MWM
580
Modera Wealth Management
New Jersey
$218K +$218K +1,821 New
VWA
581
Visionary Wealth Advisors
Illinois
$217K -$1.79K -15 -0.8%
TFG
582
Tull Financial Group
Virginia
$214K +$214K +1,793 New
WGCA
583
Wolf Group Capital Advisors
Virginia
$213K +$213K +1,843 New
PSP
584
Pacific Sage Partners
Washington
$211K -$49.5K -414 -19%
UBG
585
United Bank (Georgia)
Georgia
$211K -$9.57K -80 -4%
EWM
586
Evercore Wealth Management
New York
$211K
IAS
587
Insigneo Advisory Services
Florida
$208K -$7.18K -60 -3%
PIA
588
Perennial Investment Advisors
California
$207K +$207K +1,731 New
LC
589
Lavaca Capital
Texas
$205K +$205K +1,715 New
CAL
590
Capital Analysts LLC
Pennsylvania
$205K +$70.7K +592 +53%
AMBIA
591
Allen Mooney & Barnes Investment Advisors
Georgia
$204K +$204K +1,709 New
B
592
Bensler
Washington
$204K +$204K +1,702 New
UAG
593
United Advisor Group
Ohio
$203K +$203K +1,697 New
CF
594
Centaurus Financial
California
$201K -$962K -8,033 -83%
HIS
595
Harvest Investment Services
Illinois
$201K +$201K +1,677 New
CLOS
596
Compagnie Lombard Odier SCmA
Switzerland
$199K +$199K +1,661 New
BCV
597
Banque Cantonale Vaudoise
Switzerland
$194K +$69.2K +578 +55%
WWM
598
Wolff Wiese Magana
California
$189K +$68.7K +574 +57%
RI
599
Ridgewood Investments
New Jersey
$179K +$32.9K +275 +23%
IRC
600
Investors Research Corp
Georgia
$177K +$6.94K +58 +4%