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iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.63%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WSTAM
126
Wilbanks Smith & Thomas Asset Management
Virginia
$8.48M -$5.77M -49,862 -41%
PAG
127
Private Advisor Group
New Jersey
$8.41M +$4.64M +40,073 +123%
SCM
128
Sollinda Capital Management
Florida
$8.39M -$2.88M -24,910 -26%
FTUS
129
Flow Traders U.S.
New York
$8.25M +$5.83M +50,310 +241%
AI
130
Atria Investments
North Carolina
$7.88M -$138K -1,188 -2%
AWM
131
Axxcess Wealth Management
California
$7.5M +$4.51M +38,923 +151%
TIA
132
Traphagen Investment Advisors
New Jersey
$7.46M -$43.4M -374,529 -85%
DADC
133
D.A. Davidson & Co
Montana
$7.24M +$3.47M +29,969 +92%
DC
134
Davenport & Co
Virginia
$7.22M -$56.7K -490 -0.8%
MAC
135
Mason & Associates (California)
California
$7.14M +$7.14M +61,640 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$6.94M -$172K -1,488 -2%
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$6.87M -$1.09M -9,426 -14%
SIM
138
Studio Investment Management
Illinois
$6.81M +$70.9K +612 +1%
Prudential Financial
139
Prudential Financial
New Jersey
$6.65M +$378K +3,268 +6%
JIR
140
James Investment Research
Ohio
$6.57M -$426K -3,677 -6%
FAT
141
First American Trust
California
$6.42M +$6.42M +55,474 New
PWM
142
Paulson Wealth Management
Illinois
$6.32M +$858K +7,409 +16%
HPC
143
HM Payson & Co
Maine
$6.24M +$6.24M +53,905 New
PCMC
144
Paragon Capital Management (Colorado)
Colorado
$6.18M +$20.3K +175 +0.3%
PCIG
145
Partners Capital Investment Group
Massachusetts
$5.98M -$7.91M -68,339 -57%
PPWP
146
Premier Path Wealth Partners
New Jersey
$5.97M +$5.69M +49,924 +2,044%
KAS
147
Kestra Advisory Services
Texas
$5.87M +$367K +3,169 +7%
UFA
148
US Financial Advisors
Massachusetts
$5.83M +$110K +947 +2%
GM
149
GeoWealth Management
Illinois
$5.82M -$5.39M -46,564 -48%
MWM
150
Merriman Wealth Management
Washington
$5.82M -$20.3K -175 -0.3%