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iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.63%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
151
Confluence Investment Management
Missouri
$5.66M +$4.85M +41,918 +604%
CW
152
CreativeOne Wealth
Kansas
$5.51M +$490K +4,230 +10%
GDP
153
Great Diamond Partners
Maine
$5.46M +$26.1K +225 +0.5%
RIS
154
Retirement Income Solutions
Michigan
$5.41M -$1.2M -10,393 -18%
ANTB
155
AMG National Trust Bank
Colorado
$5.4M +$561K +4,840 +12%
Citadel Advisors
156
Citadel Advisors
Florida
$5.38M -$569K -4,912 -10%
First Trust Advisors
157
First Trust Advisors
Illinois
$5.35M -$3.57M -30,822 -40%
RWP
158
RWA Wealth Partners
Massachusetts
$5.31M +$210K +1,811 +4%
SSWM
159
Smith Salley Wealth Management
North Carolina
$5.28M -$797K -6,878 -13%
RVPG
160
Relative Value Partners Group
$5.25M +$111K +947 +2%
OCG
161
Opus Capital Group
Ohio
$5.16M +$74.3K +642 +1%
Comerica Bank
162
Comerica Bank
Texas
$5.11M -$1.2M -10,377 -19%
DAS
163
Diversify Advisory Services
Utah
$5.09M +$5.09M +44,284 New
SWA
164
Stratos Wealth Advisors
Ohio
$5.04M -$149K -1,290 -3%
CA
165
Cetera Advisors
Colorado
$4.97M +$2.88M +24,904 +138%
NAM
166
NorthCrest Asset Manangement
Minnesota
$4.89M -$113K -974 -2%
UCFA
167
United Capital Financial Advisors
Texas
$4.88M -$1.08M -9,305 -18%
LW
168
Lauer Wealth
Indiana
$4.83M -$683 -6 -0%
HA
169
HC Advisors
Georgia
$4.77M +$498K +4,300 +12%
CIAS
170
Capital Investment Advisory Services
North Carolina
$4.66M -$8.83M -76,251 -65%
AI
171
Arvest Investments
Arkansas
$4.63M +$153K +1,323 +3%
KPWS
172
Kestra Private Wealth Services
Texas
$4.62M +$98.4K +850 +2%
9WM
173
9258 Wealth Management
Ohio
$4.57M -$3.36K -29 -0.1%
Corient Private Wealth
174
Corient Private Wealth
Florida
$4.56M -$20.6M -177,465 -82%
CWM
175
Centric Wealth Management
Illinois
$4.51M +$4.51M +39,769 New