IEI icon

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 %
GIA
626
GHP Investment Advisors
Colorado
$76.2K +$76.2K +637 New
S
627
SignatureFD
Georgia
$75.2K +$32.7K +273 +77%
JWA
628
JFS Wealth Advisors
Pennsylvania
$74.8K +$74.8K +625 New
FHA
629
First Horizon Advisors
Tennessee
$70.4K -$479 -4 -0.7%
NCM
630
Northwest Capital Management
Oregon
$65.1K -$2.87K -24 -4%
GWP
631
Gen-Wealth Partners
Michigan
$63.4K +$63.3K +542 +54,200%
CMA
632
Cedar Mountain Advisors
Oregon
$57.1K
MCM
633
MidAtlantic Capital Management
Virginia
$52.7K
AA
634
Addison Advisors
Vermont
$52K
TH
635
TCTC Holdings
Texas
$51.3K
1IA
636
1620 Investment Advisors
Massachusetts
$46.8K
CA
637
CoreCap Advisors
Michigan
$44.5K +$44.5K +372 New
LFG
638
Larson Financial Group
Missouri
$41.7K -$17.9K -150 -30%
CJ
639
Caitlin John
Michigan
$41K +$20.3K +175 +98%
CP
640
Castleview Partners
Texas
$40.3K +$15.9K +133 +65%
RIL
641
Rothschild Investment LLC
Illinois
$39.4K +$119 +1 +0.3%
NS
642
NBC Securities
Alabama
$38K
RFS
643
Richardson Financial Services
Massachusetts
$36K +$30K +252 +494%
WP
644
WealthShield Partners
North Carolina
$35.5K
TWC
645
TD Waterhouse Canada
Ontario, Canada
$32.4K -$598 -5 -2%
CPG
646
Cornerstone Planning Group
New Jersey
$27.2K -$36.2K -309 -57%
FM
647
Family Management
New York
$27K
BWL
648
Bogart Wealth LLC
Virginia
$26.9K +$21.5K +180 +400%
HIA
649
Harbor Investment Advisory
Maryland
$26.8K
TIM
650
Tortoise Investment Management
New York
$26.3K