IEI icon

iShares 3-7 Year Treasury Bond ETF

663 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 225 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.64%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
84
Increased
252
Reduced
225
Closed
75
Calls
$16.3M
Puts
$207M
Net Calls
-$190M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Shares
Change %
OLVIG
126
Oliver Lagore Vanvalin Investment Group
Michigan
$8.11M +$5.84M +50,607 +258%
FAT
127
First American Trust
California
$8.08M +$1.68M +14,527 +26%
PFP
128
Pinnacle Financial Partners
Tennessee
$7.97M -$6.21M -53,742 -44%
MAC
129
Mason & Associates (California)
California
$7.93M +$814K +7,053 +11%
AI
130
Atria Investments
North Carolina
$7.9M +$42.4K +367 +0.5%
ODIJL
131
One Day In July LLC
Vermont
$7.83M -$6.5M -56,309 -45%
SCM
132
Sollinda Capital Management
Florida
$7.66M -$703K -6,087 -8%
AWM
133
Axxcess Wealth Management
California
$7.45M -$28.4K -246 -0.4%
First Trust Advisors
134
First Trust Advisors
Illinois
$7.42M +$2.09M +18,101 +39%
DC
135
Davenport & Co
Virginia
$7.27M +$77.4K +670 +1%
PWM
136
Paulson Wealth Management
Illinois
$7.26M +$952K +8,248 +15%
HCA
137
Heck Capital Advisors
Wisconsin
$6.96M +$6.88M +59,554 +8,496%
JIR
138
James Investment Research
Ohio
$6.82M +$273K +2,362 +4%
GEM
139
Global Endowment Management
North Carolina
$6.81M -$3.25M -28,160 -32%
SIM
140
Studio Investment Management
Illinois
$6.8M +$3.23K +28 +0%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$6.78M -$1.84M -15,933 -21%
UFA
142
US Financial Advisors
Massachusetts
$6.61M +$796K +6,890 +14%
PCMC
143
Paragon Capital Management (Colorado)
Colorado
$6.53M +$371K +3,210 +6%
DADC
144
D.A. Davidson & Co
Montana
$6.4M -$816K -7,065 -11%
PPWP
145
Premier Path Wealth Partners
New Jersey
$6.4M +$349K +3,022 +6%
PP
146
Prudential plc
United Kingdom
$6.35M +$2.48M +21,500 +64%
HPC
147
HM Payson & Co
Maine
$6.22M
DAS
148
Diversify Advisory Services
Utah
$6.09M +$959K +8,285 +19%
CA
149
Clearstead Advisors
Ohio
$6M +$6M +51,944 New
Jane Street
150
Jane Street
New York
$6M -$47.9M -414,945 -89%