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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 %
WI
176
WrapManager Inc
California
$4.49M +$1.4M +12,083 +45%
TW
177
TrinityPoint Wealth
Connecticut
$4.48M +$110K +950 +3%
SP
178
Sequent Planning
Nebraska
$4.47M +$4.47M +38,579 New
ES
179
ETF Store
Kansas
$4.38M +$679K +5,861 +18%
AIM
180
Acropolis Investment Management
Missouri
$4.36M -$208K -1,798 -5%
BEI
181
Benjamin Edwards Inc
Missouri
$4.24M +$718K +6,200 +20%
FTS
182
Fifth Third Securities
Ohio
$4.23M +$201K +1,737 +5%
NFG
183
Nations Financial Group
Iowa
$4.22M +$417K +3,604 +11%
PWM
184
Proathlete Wealth Management
Florida
$4.18M +$296K +2,557 +8%
NPP
185
New Potomac Partners
Maryland
$4.18M +$643K +5,549 +18%
TCA
186
Transcend Capital Advisors
New Jersey
$4.17M +$150K +1,291 +4%
DSAM
187
Dock Street Asset Management
Florida
$4.07M -$121K -1,048 -3%
PWM
188
Pacific Wealth Management
California
$3.99M
CTI
189
Community Trust & Investment
Kentucky
$3.93M +$234K +2,020 +6%
CAN
190
Cetera Advisor Networks
California
$3.9M +$141K +1,215 +4%
CC
191
Centiva Capital
New York
$3.89M +$3.89M +33,600 New
GVAG
192
Great Valley Advisor Group
Delaware
$3.88M -$1.03M -8,902 -21%
PP
193
Prudential plc
United Kingdom
$3.88M +$1.62M +14,000 +72%
BRWA
194
B. Riley Wealth Advisors
Florida
$3.85M -$1.94M -17,152 -34%
PA
195
Pinnacle Associates
New York
$3.8M -$103K -892 -3%
Mariner
196
Mariner
Kansas
$3.77M -$922K -7,965 -20%
CKAIS
197
Christensen King & Associates Investment Services
Washington
$3.77M +$573K +4,945 +18%
WHCFA
198
William Howard & Co Financial Advisors
Tennessee
$3.74M +$3.74M +32,311 New
BFWM
199
Bright Futures Wealth Management
New York
$3.72M +$3.72M +32,180 New
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$3.62M -$1.21M -10,412 -25%