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iShares 3-7 Year Treasury Bond ETF

580 hedge funds and large institutions have $10.4B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 208 increasing their positions, 175 reducing their positions, and 75 closing their positions.

Holders
580
Holders Change
+9
Holders Change %
+1.58%
% of All Funds
9.29%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.85%
New
98
Increased
208
Reduced
175
Closed
75
Calls
$381M
Puts
$479M
Net Calls
-$97.2M
Net Calls Change
-$59.7M
Name Market Value Shares Shares
Change
Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$6.5M 55,221 +8,593 +18%
LW
152
Lauer Wealth
Indiana
$6.47M 55,170 +55,170 New
NA
153
NewEdge Advisors
Louisiana
$6.37M 54,102 +16,861 +45%
WT
154
Whittier Trust
California
$6.34M 53,925 -2,717 -5%
LIM
155
Leavell Investment Management
Alabama
$6.31M 53,659 +53,659 New
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$6.3M 53,548 +24,787 +86%
GM
157
GeoWealth Management
Illinois
$6.17M 52,472 -26,564 -34%
RIS
158
Retirement Income Solutions
Michigan
$5.64M 47,947 +11,652 +32%
MA
159
MBA Advisors
Pennsylvania
$5.62M 47,802 +3,249 +7%
RVPG
160
Relative Value Partners Group
$5.58M 47,399 +16,823 +55%
Schroder Investment Management Group
161
Schroder Investment Management Group
United Kingdom
$5.5M 46,757 +46,757 New
DSAM
162
Dock Street Asset Management
Florida
$5.48M 46,609 -6,536 -12%
GDP
163
Great Diamond Partners
Maine
$5.44M 46,227 +979 +2%
BEI
164
Benjamin Edwards Inc
Missouri
$5.29M 44,999 +44,999 New
SSWM
165
Smith Salley Wealth Management
North Carolina
$5.21M 44,314 +44,314 New
M1FG
166
Mach-1 Financial Group
Arkansas
$5.18M 70 +70 New
RIA
167
Regal Investment Advisors
Michigan
$4.77M 40,518 +40,518 New
ANTB
168
AMG National Trust Bank
Colorado
$4.7M 39,937 +39,937 New
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$4.6M 39,119 +13,584 +53%
BIP
170
Blueprint Investment Partners
North Carolina
$4.58M 38,927 +32,366 +493%
RWA
171
Rainsberger Wealth Advisors
Colorado
$4.52M 38,455 +974 +3%
CFGS
172
Concourse Financial Group Securities
Alabama
$4.45M 37,818 -7,129 -16%
SF
173
Synovus Financial
Georgia
$4.45M 37,786 +3,704 +11%
9WM
174
9258 Wealth Management
Ohio
$4.29M 36,504 +1,122 +3%
PA
175
Pinnacle Associates
New York
$4.27M 36,310 -389 -1%