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iShares 3-7 Year Treasury Bond ETF

571 hedge funds and large institutions have $10.6B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 216 reducing their positions, and 59 closing their positions.

Holders
571
Holders Change
+33
Holders Change %
+6.13%
% of All Funds
9.21%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.81%
New
100
Increased
172
Reduced
216
Closed
59
Calls
$243M
Puts
$281M
Net Calls
-$37.5M
Net Calls Change
-$79.9M
Name Market Value Shares Shares
Change
Shares
Change %
AWM
101
Axxcess Wealth Management
California
$12.3M 106,676 -3,322 -3%
OAM
102
Oppenheimer Asset Management
New York
$12M 104,538 +9,175 +10%
CISOA
103
Capital Investment Services of America
Wisconsin
$11.9M 103,365 +16,375 +19%
LP
104
LGL Partners
Pennsylvania
$11.8M 102,846 +633 +0.6%
HWM
105
Heirloom Wealth Management
Colorado
$11.8M 102,555 +102,555 New
SWP
106
Strategic Wealth Partners
Ohio
$11.6M 101,234 +35,367 +54%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$11.6M 100,784 -5,957 -6%
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$11.4M 99,611 +62,257 +167%
GC
109
Gould Capital
Washington
$11.4M 98,843 -1,364 -1%
BSB
110
Bangor Savings Bank
Maine
$11.1M 96,365 -32,839 -25%
FPAS
111
Focus Partners Advisor Solutions
Missouri
$11M 95,494 -42,653 -31%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$10.9M 93,825 +30,032 +47%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$10.8M 94,331 -9,411 -9%
BDFN
114
Bond & Devick Financial Network
Minnesota
$10.7M 93,206 +53,955 +137%
HFS
115
Hantz Financial Services
Michigan
$10.5M 91,736 +25,572 +39%
BCM
116
Boltwood Capital Management
California
$10.2M 88,750 +23,563 +36%
AIM
117
Acropolis Investment Management
Missouri
$9.89M 86,062 +9,636 +13%
JIR
118
James Investment Research
Ohio
$9.85M 85,744 +14,905 +21%
MML Investors Services
119
MML Investors Services
Massachusetts
$9.8M 85,288 +37,406 +78%
RWM
120
RKL Wealth Management
Pennsylvania
$9.57M 83,266 -255 -0.3%
CWP
121
Cyndeo Wealth Partners
Florida
$9.15M 79,622 +79,622 New
GM
122
GeoWealth Management
Illinois
$9.08M 79,036 -5,656 -7%
CCA
123
Checchi Capital Advisers
California
$8.78M 76,458 +12,037 +19%
AIG
124
American International Group
New York
$8.64M 75,200
SCM
125
SCS Capital Management
Massachusetts
$8.2M 71,335 -38,282 -35%