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iShares 3-7 Year Treasury Bond ETF

592 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 238 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-14
Holders Change %
-2.31%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.72%
New
61
Increased
200
Reduced
238
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
GM
151
GeoWealth Management
Illinois
$6.2M -$3.1M -27,421 -33%
OLVIG
152
Oliver Lagore Vanvalin Investment Group
Michigan
$6.09M -$98K -866 -2%
AIM
153
Acropolis Investment Management
Missouri
$6.06M -$4.05M -35,819 -40%
KAS
154
Kestra Advisory Services
Texas
$6.04M -$489K -4,318 -7%
MG
155
Mather Group
Illinois
$6.02M -$1.49M -13,207 -20%
SSWM
156
Smith Salley Wealth Management
North Carolina
$5.81M +$238K +2,104 +4%
IC
157
Innealta Capital
Texas
$5.81M -$48.9K -432 -0.8%
DSAM
158
Dock Street Asset Management
Florida
$5.56M +$119K +1,051 +2%
UFA
159
US Financial Advisors
Massachusetts
$5.48M +$5.48M +48,403 New
GDP
160
Great Diamond Partners
Maine
$5.46M +$287K +2,537 +6%
NAM
161
NorthCrest Asset Manangement
Minnesota
$5.39M -$9.06M -80,023 -63%
RIA
162
Regal Investment Advisors
Michigan
$5.39M +$505K +4,467 +10%
SWA
163
SFMG Wealth Advisors
Texas
$5.22M -$876K -7,739 -14%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$5.21M -$3.87M -34,186 -43%
SCM
165
SCS Capital Management
Massachusetts
$5.14M -$1.51M -13,315 -23%
HF
166
HRT Financial
New York
$5.13M +$5.13M +45,365 New
RVPG
167
Relative Value Partners Group
$5.09M -$326K -2,880 -6%
Prudential Financial
168
Prudential Financial
New Jersey
$5.06M -$1.95M -17,197 -28%
LW
169
Lauer Wealth
Indiana
$4.93M +$32.7K +290 +0.7%
CWG
170
Cornerstone Wealth Group
North Carolina
$4.92M +$210K +1,857 +4%
TC
171
TAP Consulting
Missouri
$4.71M +$437K +3,864 +10%
BSB
172
Bangor Savings Bank
Maine
$4.64M -$2.7M -23,826 -37%
SF
173
Synovus Financial
Georgia
$4.62M -$25.6K -226 -0.6%
ANTB
174
AMG National Trust Bank
Colorado
$4.52M
BEI
175
Benjamin Edwards Inc
Missouri
$4.43M -$682K -6,031 -13%