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iShares 3-7 Year Treasury Bond ETF

538 hedge funds and large institutions have $10.1B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-11
Holders Change %
-2%
% of All Funds
9.3%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.97%
New
67
Increased
191
Reduced
200
Closed
75
Calls
$156M
Puts
$114M
Net Calls
+$42.3M
Net Calls Change
-$54.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BDFN
151
Bond & Devick Financial Network
Minnesota
$4.49M +$3.08M +26,973 +220%
HF
152
HRT Financial
New York
$4.42M +$4.42M +38,699 New
PA
153
Pinnacle Associates
New York
$4.29M +$157K +1,375 +4%
WSTAM
154
Wilbanks Smith & Thomas Asset Management
Virginia
$4.27M -$12M -104,643 -74%
CS
155
Comerica Securities
Michigan
$4.25M -$286K -2,499 -6%
LAS
156
Lloyd Advisory Services
Georgia
$4.24M +$6.51K +57 +0.2%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$4.13M +$790K +6,912 +24%
SFG
158
Summit Financial Group
West Virginia
$4.09M -$250K -2,190 -6%
IDBONY
159
Israel Discount Bank of New York
New York
$3.99M -$279K -2,438 -7%
WANY
160
Wealthspire Advisors (New York)
New York
$3.87M -$450K -3,939 -10%
ACM
161
Antonetti Capital Management
Florida
$3.78M +$91.4K +800 +2%
APA
162
Astoria Portfolio Advisors
New York
$3.77M +$3.77M +32,970 New
RFC
163
Regions Financial Corp
Alabama
$3.77M -$75.3K -659 -2%
TW
164
TrinityPoint Wealth
Connecticut
$3.73M +$3.73M +32,672 New
LBIM
165
Land & Buildings Investment Management
Connecticut
$3.69M +$3.69M +32,300 New
TCA
166
Transcend Capital Advisors
New Jersey
$3.66M +$3.35M +29,287 +1,061%
9WM
167
9258 Wealth Management
Ohio
$3.62M +$389K +3,402 +12%
PWMAG
168
Pinnacle Wealth Management Advisory Group
New Jersey
$3.59M +$57.5K +503 +2%
SC
169
Slow Capital
California
$3.51M +$322K +2,819 +10%
Prudential Financial
170
Prudential Financial
New Jersey
$3.48M +$258K +2,255 +8%
PCP
171
Proficio Capital Partners
Massachusetts
$3.47M -$1.19M -10,444 -26%
OCPWS
172
One Charles Private Wealth Services
Massachusetts
$3.47M +$1.23M +10,803 +55%
LFASL
173
Lugano Financial Advisors SA (LFA)
Switzerland
$3.46M -$1.03M -8,973 -23%
CIC
174
Carnegie Investment Counsel
Ohio
$3.4M -$770K -6,735 -18%
APA
175
American Portfolios Advisors
New York
$3.39M -$989K -8,650 -23%