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iShares 3-7 Year Treasury Bond ETF

406 hedge funds and large institutions have $7.48B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 136 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
8.02%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
81
Increased
136
Reduced
140
Closed
39
Calls
$18.7M
Puts
$12.1M
Net Calls
+$6.59M
Net Calls Change
+$8.87M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
201
Empirical Wealth Management
Washington
$840K -$260K -2,069 -24%
FPS
202
Fieldpoint Private Securities
Connecticut
$839K -$49.7K -395 -6%
LA
203
Lau Associates
Delaware
$835K
PFG
204
Pacific Financial Group
Washington
$830K +$168K +1,334 +25%
BRWA
205
B. Riley Wealth Advisors
Florida
$827K -$321K -2,548 -28%
RJT
206
Raymond James Trust
Florida
$821K -$305K -2,424 -27%
PWM
207
Perigon Wealth Management
California
$806K -$143K -1,136 -15%
IWM
208
IHT Wealth Management
Illinois
$798K +$110K +878 +16%
SC
209
Slow Capital
California
$784K +$3.9K +31 +0.5%
BPC
210
Banque Pictet & Cie
Switzerland
$781K -$301K -2,390 -28%
SFG
211
StrategIQ Financial Group
Indiana
$767K -$108K -860 -12%
CG
212
Colony Group
Massachusetts
$756K +$112K +891 +17%
CFA
213
Carroll Financial Associates
North Carolina
$733K -$11.3M -89,713 -94%
WA
214
Winfield Associates
Ohio
$732K +$251K +2,000 +52%
SRSA
215
S.R. Schill & Associates
Washington
$731K -$41.5K -330 -5%
RA
216
RFG Advisory
Alabama
$730K +$88.3K +702 +14%
IC
217
Innealta Capital
Texas
$711K -$15.7K -125 -2%
BAM
218
Belpointe Asset Management
Nevada
$683K +$148K +1,179 +28%
VA
219
Valmark Advisers
Ohio
$647K -$74.9K -596 -10%
CAC
220
Certified Advisory Corp
Florida
$625K +$253K +2,013 +68%
LWM
221
Lionsbridge Wealth Management
Florida
$624K +$624K +4,938 New
AF
222
Allworth Financial
California
$612K -$25.5K -203 -4%
FBB
223
Fulton Breakefield Broenniman
Maryland
$609K -$27.1K -215 -4%
TI
224
tru Independence
Oregon
$604K +$604K +4,526 New
PAG
225
Pinnacle Advisory Group
Maryland
$586K +$6.42K +51 +1%