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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 %
FFA
601
Farther Finance Advisors
California
$168K -$496K -4,152 -75%
EB
602
Eastern Bank
Massachusetts
$159K +$159K +1,328 New
CWP
603
Concord Wealth Partners
Virginia
$159K
HGERS
604
Householder Group Estate & Retirement Specialist
Arizona
$152K +$13.7K +115 +10%
BTI
605
Blue Trust Inc
Georgia
$150K +$89.1K +771 +145%
AIP
606
Ameritas Investment Partners
Nebraska
$150K +$837 +7 +0.6%
DIP
607
DT Investment Partners
Pennsylvania
$139K -$120 -1 -0.1%
VF
608
VitalStone Financial
Texas
$134K +$134K +1,123 New
CB
609
CNB Bank
Pennsylvania
$133K
WWP
610
WR Wealth Planners
Missouri
$132K
VAG
611
VisionPoint Advisory Group
Texas
$129K -$1.32K -11 -1%
BCWM
612
Bartlett & Co Wealth Management
Ohio
$118K
LFASL
613
Lugano Financial Advisors SA (LFA)
Switzerland
$110K +$110K +919 New
LCM
614
Logan Capital Management
Pennsylvania
$98.4K +$98.4K +823 New
SIS
615
Strategic Investment Solutions
Illinois
$94.7K +$94.7K +792 New
MA
616
Montag & Associates
Georgia
$91.4K
CPA
617
Cardiff Park Advisors
California
$85.2K
MA
618
MCF Advisors
Kentucky
$84.2K
CT
619
Clearstead Trust
Maine
$83.8K
EWA
620
Elevate Wealth Advisory
Georgia
$83.5K
BA
621
Bristlecone Advisors
Washington
$83.5K +$83.5K +698 New
TCM
622
TruNorth Capital Management
Michigan
$80.1K +$80.1K +670 New
TCOV
623
Trust Company of Vermont
Vermont
$77.7K
FCA
624
FinTrust Capital Advisors
South Carolina
$76.5K
OHWP
625
Oak Harbor Wealth Partners
North Carolina
$76.5K