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iShares 3-7 Year Treasury Bond ETF

661 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 208 increasing their positions, 235 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+69
Holders Change %
+11.66%
% of All Funds
9.69%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
208
Reduced
235
Closed
67
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
151
Citadel Advisors
Florida
$6.02M -$10.6M -90,580 -64%
BRWA
152
B. Riley Wealth Advisors
Florida
$6M +$2.01M +17,152 +50%
DWA
153
Delap Wealth Advisory
Oregon
$5.93M +$3.52M +30,045 +146%
MWM
154
Merriman Wealth Management
Washington
$5.9M +$5.9M +50,401 New
SF
155
Synovus Financial
Georgia
$5.86M +$1.08M +9,206 +23%
UFA
156
US Financial Advisors
Massachusetts
$5.79M +$120K +1,021 +2%
KAS
157
Kestra Advisory Services
Texas
$5.57M -$684K -5,841 -11%
PWM
158
Paulson Wealth Management
Illinois
$5.53M +$5.53M +47,206 New
GDP
159
Great Diamond Partners
Maine
$5.5M -$153K -1,308 -3%
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.35M -$6.96M -59,407 -57%
SWA
161
Stratos Wealth Advisors
Ohio
$5.25M -$1.2M -10,227 -19%
RWP
162
RWA Wealth Partners
Massachusetts
$5.16M +$4.4M +37,584 +584%
OCG
163
Opus Capital Group
Ohio
$5.14M +$5.14M +43,873 New
RVPG
164
Relative Value Partners Group
$5.12M -$148K -1,263 -3%
CW
165
CreativeOne Wealth
Kansas
$5.07M +$716K +6,111 +16%
NAM
166
NorthCrest Asset Manangement
Minnesota
$5.06M -$528K -4,506 -9%
GVAG
167
Great Valley Advisor Group
Delaware
$4.97M +$838K +7,151 +20%
LW
168
Lauer Wealth
Indiana
$4.95M -$152K -1,301 -3%
ANTB
169
AMG National Trust Bank
Colorado
$4.89M +$217K +1,851 +5%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$4.88M -$6.12M -52,239 -56%
Mariner
171
Mariner
Kansas
$4.75M -$144M -1,233,513 -97%
LAS
172
Lloyd Advisory Services
Georgia
$4.65M +$4.65M +39,735 New
9WM
173
9258 Wealth Management
Ohio
$4.62M +$189K +1,610 +4%
AIM
174
Acropolis Investment Management
Missouri
$4.62M -$1.66M -14,136 -26%
SWM
175
Shelton Wealth Management
Texas
$4.61M +$4.61M +39,373 New