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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.

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 %
LIM
101
Leavell Investment Management
Alabama
$13.5M +$4.13M +35,231 +44%
PP
102
Pegasus Partners
Wisconsin
$13.4M +$4.24M +36,173 +46%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$13.4M -$10.8M -92,610 -45%
Pictet Asset Management
104
Pictet Asset Management
Switzerland
$13.2M +$3.47M +29,630 +36%
BDFN
105
Bond & Devick Financial Network
Minnesota
$12.7M +$96K +820 +0.8%
BEC
106
Blue Edge Capital
Virginia
$12.5M +$15.8K +135 +0.1%
BCM
107
Boltwood Capital Management
California
$12.2M -$4.31M -36,838 -26%
RWM
108
RKL Wealth Management
Pennsylvania
$11.5M +$993K +8,476 +9%
SCM
109
Sollinda Capital Management
Florida
$11.4M +$11.4M +97,331 New
GM
110
GeoWealth Management
Illinois
$11.3M +$4.92M +42,000 +77%
FPAS
111
Focus Partners Advisor Solutions
Missouri
$11.3M +$1.62M +13,848 +17%
QWM
112
Quaker Wealth Management
New Jersey
$11.2M +$11.2M +95,283 New
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$11.1M -$33.4M -284,939 -75%
WIC
114
Woodmont Investment Counsel
Tennessee
$11.1M +$9.87M +84,300 +833%
GC
115
Gould Capital
Washington
$11M -$394K -3,360 -3%
WCWM
116
Wooster Corthell Wealth Management
Connecticut
$10.9M +$4.44M +37,899 +68%
EFM
117
Eley Financial Management
Vermont
$10.7M -$5.3M -45,288 -33%
GEM
118
Global Endowment Management
North Carolina
$10.2M
WCM
119
Wealthcare Capital Management
Virginia
$9.72M -$788K -6,728 -8%
AF
120
Allworth Financial
California
$9.69M -$17.2M -146,544 -64%
AWM
121
Austin Wealth Management
Texas
$9.59M +$526K +4,565 +6%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$9.42M -$228K -1,946 -2%
CCA
123
Checchi Capital Advisers
California
$9.41M +$2.52M +21,498 +37%
HCM
124
Highview Capital Management
Illinois
$9.26M -$339K -2,898 -4%
First Trust Advisors
125
First Trust Advisors
Illinois
$9.02M -$1.1M -9,397 -11%