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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.

New
Increased
Maintained
Reduced
Closed
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 %
AIG
126
American International Group
New York
$8.81M
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$8.64M +$1.11M +9,481 +15%
CWM
128
Cabot Wealth Management
Massachusetts
$8.63M +$2.17M +18,564 +34%
PWM
129
Perigon Wealth Management
California
$8.59M -$1.3M -11,114 -13%
JWCA
130
J.W. Cole Advisors
Florida
$8.53M +$7.25M +61,926 +567%
RCAG
131
Rehmann Capital Advisory Group
Michigan
$8.21M -$1,000K -8,535 -11%
FDP
132
Financiere des Professionnels
Quebec, Canada
$8.2M +$8.2M +70,000 New
AI
133
Atria Investments
North Carolina
$8.11M +$81.8K +698 +1%
Mirae Asset Global Investments
134
Mirae Asset Global Investments
South Korea
$8.06M -$849K -7,247 -10%
RI
135
Rinkey Investments
California
$8.02M +$158K +1,345 +2%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$7.98M -$14.6M -124,571 -65%
RWA
137
Rainsberger Wealth Advisors
Colorado
$7.96M -$37.4K -319 -0.5%
DC
138
Davenport & Co
Virginia
$7.36M -$687K -5,865 -9%
CS
139
Credit Suisse
Switzerland
$7.33M +$7.33M +62,580 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$7.19M +$3.19M +27,256 +80%
JIR
141
James Investment Research
Ohio
$7.07M -$2.77M -23,623 -28%
ICG
142
InterOcean Capital Group
Tennessee
$7.04M +$7.04M +60,127 New
SIM
143
Studio Investment Management
Illinois
$6.82M -$91.9K -785 -1%
RIS
144
Retirement Income Solutions
Michigan
$6.69M -$94.5K -807 -1%
Comerica Bank
145
Comerica Bank
Texas
$6.38M +$2.23M +19,004 +54%
Prudential Financial
146
Prudential Financial
New Jersey
$6.35M +$1.1M +9,431 +21%
PCMC
147
Paragon Capital Management (Colorado)
Colorado
$6.23M +$5.19M +44,271 +497%
SSWM
148
Smith Salley Wealth Management
North Carolina
$6.15M +$129K +1,098 +2%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$6.12M -$700K -5,972 -10%
UCFA
150
United Capital Financial Advisors
Texas
$6.03M -$8.46M -72,245 -58%