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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 %
KPWS
176
Kestra Private Wealth Services
Texas
$4.57M +$1.56M +13,297 +52%
AI
177
Arvest Investments
Arkansas
$4.53M +$4.53M +38,638 New
TW
178
TrinityPoint Wealth
Connecticut
$4.42M +$133K +1,135 +3%
HA
179
HC Advisors
Georgia
$4.32M +$4.32M +36,905 New
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$4.29M -$1.1M -9,349 -20%
DSAM
181
Dock Street Asset Management
Florida
$4.24M -$1.51M -12,927 -26%
SWA
182
SFMG Wealth Advisors
Texas
$4.17M -$1.23M -10,491 -23%
BSB
183
Bangor Savings Bank
Maine
$4.12M -$682K -5,824 -14%
JF
184
Jump Financial
Illinois
$4.12M +$4.12M +35,189 New
FTS
185
Fifth Third Securities
Ohio
$4.08M +$2.62M +22,391 +180%
TCA
186
Transcend Capital Advisors
New Jersey
$4.06M -$9.84K -84 -0.2%
CFGS
187
Concourse Financial Group Securities
Alabama
$4.02M -$2.67M -22,832 -40%
PWM
188
Pacific Wealth Management
California
$3.99M -$137K -1,173 -3%
PA
189
Pinnacle Associates
New York
$3.95M -$594K -5,069 -13%
PWM
190
Proathlete Wealth Management
Florida
$3.93M +$3.93M +33,531 New
NFG
191
Nations Financial Group
Iowa
$3.84M +$3.84M +32,805 New
PAG
192
Private Advisor Group
New Jersey
$3.82M -$119K -1,018 -3%
DADC
193
D.A. Davidson & Co
Montana
$3.81M +$3.81M +32,549 New
CAN
194
Cetera Advisor Networks
California
$3.8M -$14.6M -124,828 -79%
ES
195
ETF Store
Kansas
$3.75M -$343K -2,931 -8%
CTI
196
Community Trust & Investment
Kentucky
$3.74M +$132K +1,126 +4%
OIA
197
OneDigital Investment Advisors
Kansas
$3.72M +$156K +1,331 +4%
MG
198
Mather Group
Illinois
$3.69M -$2.54M -21,697 -41%
CCM
199
Crabel Capital Management
California
$3.69M +$2.92M +24,930 +379%
OLVIG
200
Oliver Lagore Vanvalin Investment Group
Michigan
$3.69M -$2.61M -22,323 -41%