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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 %
CGA
701
Crescent Grove Advisors
Illinois
-$245K -2,168 Closed
FS
702
Ferguson Shapiro
Georgia
-$240K -2,120 Closed
BPCE
703
Bank Pictet & Cie (Europe)
Germany
-$233K -2,057 Closed
KCM
704
KM Capital Management
Texas
-$226K -1,994 Closed
CWM
705
Certus Wealth Management
California
-$224K -1,976 Closed
BA
706
Ballew Advisors
Mississippi
-$219K -1,950 Closed
TCM
707
Triumph Capital Management
Colorado
-$203K -1,792 Closed
SCA
708
Snowden Capital Advisors
New York
-$200K -1,770 Closed
OA
709
Operose Advisors
Wisconsin
-$186K -1,648 Closed
WWP
710
WR Wealth Planners
Missouri
-$102K -905 Closed
HL
711
HeadInvest LLC
Maine
-$101K -899 Closed
BWS
712
Buck Wealth Strategies
Colorado
-$53.3K -471 Closed
FWP
713
FAS Wealth Partners
Kansas
-$36.1K -319 Closed
AWA
714
Authentikos Wealth Advisory
California
-$35.2K -311 Closed
RFA
715
Resurgent Financial Advisors
Georgia
-$31.7K -280 Closed
S
716
SignatureFD
Georgia
-$22.7K -201 Closed
RFA
717
Register Financial Advisors
Georgia
-$22.2K -196 Closed
OP
718
ORG Partners
Indiana
-$21.7K -192 Closed
VNA
719
Valley National Advisers
Pennsylvania
-$18K -157 Closed
RIA
720
Realta Investment Advisors
Delaware
-$17.9K -155 Closed
HWA
721
HHM Wealth Advisors
Tennessee
-$14.8K -131 Closed
FSWA
722
Financial Synergies Wealth Advisors
Texas
-$13.4K -118 Closed
BAAM
723
Baker Avenue Asset Management
California
-$4.53K -40 Closed
GA
724
GoalVest Advisory
New York
-$3.4K -30 Closed
HWP
725
Hibernia Wealth Partners
Louisiana
-$3.17K -28 Closed