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iShares 3-7 Year Treasury Bond ETF

606 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 57 closing their positions.

Holders
606
Holders Change
+26
Holders Change %
+4.48%
% of All Funds
9.56%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.84%
New
85
Increased
228
Reduced
205
Closed
57
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Market Value Shares Shares
Change
Shares
Change %
PAMS
151
Pictet Asset Management (Switzerland)
Switzerland
$6.93M 60,105 -1,820 -3%
KWM
152
Kingsview Wealth Management
Oregon
$6.8M 58,960 -838 -1%
SCM
153
SCS Capital Management
Massachusetts
$6.77M 58,736 -4,339 -7%
SIM
154
Studio Investment Management
Illinois
$6.74M 58,496 +3,094 +6%
KAS
155
Kestra Advisory Services
Texas
$6.65M 57,691 +265 +0.5%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$6.57M 57,017 +3,469 +6%
WCWM
157
Wooster Corthell Wealth Management
Connecticut
$6.47M 56,171 +377 +0.7%
MWM
158
Merriman Wealth Management
Washington
$6.37M 55,261 -1,334 -2%
ASFA
159
All Season Financial Advisors
Colorado
$6.3M 54,693 -9,508 -15%
OLVIG
160
Oliver Lagore Vanvalin Investment Group
Michigan
$6.3M 54,678 -52,378 -49%
PAG
161
Private Advisor Group
New Jersey
$6.26M 54,390 -831 -2%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$6.23M 54,011 +14,892 +38%
SWA
163
SFMG Wealth Advisors
Texas
$6.21M 53,854 -176,213 -77%
IC
164
Innealta Capital
Texas
$5.97M 51,782 -85,722 -62%
MA
165
MBA Advisors
Pennsylvania
$5.87M 50,949 +3,147 +7%
GVAG
166
Great Valley Advisor Group
Delaware
$5.76M 50,003 +19,372 +63%
SSWM
167
Smith Salley Wealth Management
North Carolina
$5.68M 49,269 +4,955 +11%
DSAM
168
Dock Street Asset Management
Florida
$5.54M 48,069 +1,460 +3%
RIS
169
Retirement Income Solutions
Michigan
$5.53M 47,952 +5 +0%
RVPG
170
Relative Value Partners Group
$5.52M 47,868 +469 +1%
CWM
171
Cabot Wealth Management
Massachusetts
$5.48M 47,506 +35,112 +283%
GDP
172
Great Diamond Partners
Maine
$5.27M 45,691 -536 -1%
BEI
173
Benjamin Edwards Inc
Missouri
$5.21M 45,213 +214 +0.5%
PA
174
Pinnacle Associates
New York
$5.07M 44,010 +7,700 +21%
LW
175
Lauer Wealth
Indiana
$4.98M 43,442 -11,728 -21%