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iShares 3-7 Year Treasury Bond ETF

726 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 284 increasing their positions, 234 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+6
Holders Change %
+0.83%
% of All Funds
9.67%
Holding in Top 10
55
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.58%
% of All Funds
0.73%
New
104
Increased
284
Reduced
234
Closed
78
Calls
$135M
Puts
$61M
Net Calls
+$74.1M
Net Calls Change
+$60.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RFS
651
Richardson Financial Services
Massachusetts
$26.6K -$8.44K -73 -24%
BWL
652
Bogart Wealth LLC
Virginia
$26K
HIA
653
Harbor Investment Advisory
Maryland
$25.9K
TIM
654
Tortoise Investment Management
New York
$25.4K
CA
655
Continuum Advisory
Idaho
$25K +$2.31K +20 +10%
HCP
656
Hexagon Capital Partners
Arkansas
$24.7K -$578 -5 -2%
BC
657
Barrett & Company
Rhode Island
$24.6K
CP
658
Castleview Partners
Texas
$23.8K -$15.1K -131 -39%
CICI
659
Capital Investment Counsel Inc
North Carolina
$23.6K
BCA
660
Bray Capital Advisors
Florida
$23.1K
PP
661
Pacifica Partners
Canada
$23.1K
CTWM
662
Cherry Tree Wealth Management
Minnesota
$22.5K +$9.94K +86 +79%
CJ
663
Caitlin John
Michigan
$20.7K -$20.2K -175 -49%
EWM
664
EPG Wealth Management
Georgia
$20.3K
AA
665
Ancora Advisors
Ohio
$20.2K
AWM
666
Avior Wealth Management
Nebraska
$19.6K +$11.4K +98 +138%
TF
667
Tompkins Financial
New York
$18.1K
SIC
668
Salem Investment Counselors
North Carolina
$18K
MHR
669
Matthew Hamilton Rosenberg
$17.7K
BIM
670
Breakwater Investment Management
Washington
$17.6K
FMP
671
Financial Management Professionals
Texas
$17.4K
WA
672
WPG Advisers
Maryland
$16.4K +$16.4K +142 New
UCB
673
United Community Bank
South Carolina
$15.6K +$15.6K +135 New
GFL
674
Granite FO LLC
New Hampshire
$15.4K
VCM
675
Versant Capital Management
Arizona
$15.1K