IEI icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
Northern Trust
76
Northern Trust
Illinois
$21.2M 180,668 -278 -0.2%
HFS
77
Hantz Financial Services
Michigan
$20.7M 176,723 -15,613 -8%
KP
78
Keel Point
Alabama
$20.7M 176,449 +11,490 +7%
CWM
79
Curi Wealth Management
North Carolina
$20.3M 173,270 +1,328 +0.8%
BB
80
Berkshire Bank
Massachusetts
$20.3M 173,203 -4,206 -2%
MW
81
MBL Wealth
North Carolina
$19.8M 169,389 +19,819 +13%
JHCM
82
Juniper Hill Capital Management
California
$18M 153,297
WJA
83
Willis Johnson & Associates
Texas
$17.6M 150,210 -22,998 -13%
CG
84
CFO4Life Group
Texas
$17.6M 150,036 +150,036 New
Bank of New York Mellon
85
Bank of New York Mellon
New York
$17.6M 149,968 -57,876 -28%
RBCM
86
Raub Brock Capital Management
California
$17.6M 149,908 -18,141 -11%
CFG
87
Citizens Financial Group
Rhode Island
$16.9M 144,345 +142,277 +6,880%
SWP
88
Strategic Wealth Partners
Ohio
$16.9M 144,298 +540 +0.4%
CISOA
89
Capital Investment Services of America
Wisconsin
$16M 136,177 +18,430 +16%
NA
90
NewEdge Advisors
Louisiana
$15.7M 134,992 +43,442 +47%
1832 Asset Management
91
1832 Asset Management
Ontario, Canada
$15.6M 133,350 -5,734 -4%
PFP
92
Pinnacle Financial Partners
Tennessee
$15.6M 133,036 -19,246 -13%
AWS
93
Atria Wealth Solutions
New York
$15.2M 129,985 -5,766 -4%
WSTAM
94
Wilbanks Smith & Thomas Asset Management
Virginia
$14.4M 123,072 +98,254 +396%
KF
95
Krilogy Financial
Missouri
$14.4M 122,687 +110,360 +895%
PCIG
96
Partners Capital Investment Group
Massachusetts
$14.1M 120,010 +1,127 +0.9%
MC
97
Mirabaud & Cie
Switzerland
$14M 119,442 +119,442 New
HTC
98
Haverford Trust Company
Pennsylvania
$14M 119,121 +4,448 +4%
Envestnet Portfolio Solutions
99
Envestnet Portfolio Solutions
Illinois
$13.9M 118,402 -17,889 -13%
CIAS
100
Capital Investment Advisory Services
North Carolina
$13.6M 116,508 +270 +0.2%