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iShares 3-7 Year Treasury Bond ETF

606 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 57 closing their positions.

Holders
606
Holders Change
+26
Holders Change %
+4.48%
% of All Funds
9.56%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.84%
New
85
Increased
228
Reduced
205
Closed
57
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Market Value Shares Shares
Change
Shares
Change %
CWM
76
Curi Wealth Management
North Carolina
$21.8M 189,559 +16,869 +10%
KFAA
77
Klaas Financial Asset Advisors
Illinois
$21.7M 188,701 +2,988 +2%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$21.7M 187,836 -1,079 -0.6%
BB
79
Berkshire Bank
Massachusetts
$21.3M 184,717 +62,744 +51%
PWP
80
Principle Wealth Partners
Connecticut
$21M 182,355 +1,822 +1%
HFS
81
Hantz Financial Services
Michigan
$20.2M 175,423 +66,118 +60%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$20.2M 175,175 +8,136 +5%
HCM
83
Highview Capital Management
Illinois
$19.6M 170,264 +13,603 +9%
US Bancorp
84
US Bancorp
Minnesota
$19.4M 168,185 +15,182 +10%
RBCM
85
Raub Brock Capital Management
California
$19.1M 166,095 -215 -0.1%
WJA
86
Willis Johnson & Associates
Texas
$18.2M 158,069 +32,913 +26%
JHCM
87
Juniper Hill Capital Management
California
$17.7M 153,297
KP
88
Keel Point
Alabama
$17.6M 152,759 +25,170 +20%
IG
89
ING Group
Netherlands
$17.5M 151,800 +151,800 New
DI
90
DDFG Inc
California
$16.8M 145,775 +4,357 +3%
HWM
91
Heirloom Wealth Management
Colorado
$16.7M 145,301 +817 +0.6%
PFP
92
Pinnacle Financial Partners
Tennessee
$16.3M 141,442 +46,070 +48%
AWS
93
Atria Wealth Solutions
New York
$16M 138,871 +14,773 +12%
EFM
94
Eley Financial Management
Vermont
$15.8M 136,979 +7,642 +6%
HVIA
95
Hudson Valley Investment Advisors
New York
$15.7M 136,449 -1,095 -0.8%
SWP
96
Strategic Wealth Partners
Ohio
$15.4M 133,870 +7,099 +6%
PCIG
97
Partners Capital Investment Group
Massachusetts
$15.1M 131,193 +64,312 +96%
CFG
98
Citizens Financial Group
Rhode Island
$15M 129,714 +23,440 +22%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$14.9M 129,590 +28,124 +28%
NAM
100
NorthCrest Asset Manangement
Minnesota
$14.7M 127,699 +1,124 +0.9%