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iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.63%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
701
Private Advisory Group
Washington
-$403K -3,440 Closed
WA
702
WBH Advisory
Maryland
-$389K -3,319 Closed
CIBC World Market
703
CIBC World Market
Ontario, Canada
-$335K -2,856 Closed
HFS
704
Heritage Financial Services
Massachusetts
-$333K -2,844 Closed
AWA
705
Arete Wealth Advisors
Illinois
-$286K -2,438 Closed
Belvedere Trading
706
Belvedere Trading
Illinois
-$278K -2,377 Closed
CCM
707
Ciovacco Capital Management
Georgia
-$262K -2,237 Closed
SPG
708
Strategic Planning Group
Utah
-$257K -2,191 Closed
CIA
709
Capital Investment Advisors
Georgia
-$253K -2,157 Closed
SC
710
Solstein Capital
California
-$246K -2,102 Closed
GT
711
Glenview Trust
Kentucky
-$237K -2,020 Closed
VCP
712
Verus Capital Partners
Arizona
-$228K -1,946 Closed
WF
713
Wayfinding Financial
Washington
-$224K -1,917 Closed
PIA
714
Perennial Investment Advisors
California
-$223K -1,900 Closed
BBWP
715
Beacon Bridge Wealth Partners
Pennsylvania
-$218K -1,862 Closed
HPM
716
Hoxton Planning & Management
West Virginia
-$218K -1,861 Closed
PIA
717
Pinion Investment Advisors
Kansas
-$214K -1,824 Closed
LWCFA
718
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$89.1K -758 Closed
CW
719
Cooksen Wealth
Texas
-$85.7K -732 Closed
CG
720
Cutler Group
California
-$58K -500 Closed
TVAMP
721
Tennessee Valley Asset Management Partners
Tennessee
-$38.4K -328 Closed
SA
722
Scarborough Advisors
Maryland
-$32.4K -277 Closed
HF
723
Halpern Financial
Virginia
-$32K -274 Closed
WCM
724
Winthrop Capital Management
Indiana
-$27.9K -238 Closed
CFB
725
Cullen/Frost Bankers
Texas
-$23.2K -198 Closed