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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 %
RFC
201
Regions Financial Corp
Alabama
$3.67M -$135K -1,150 -4%
WA
202
Waverly Advisors
Alabama
$3.65M +$3.65M +31,162 New
SCM
203
SCS Capital Management
Massachusetts
$3.63M -$1.69M -14,455 -32%
EAMA
204
EFG Asset Management (Americas)
Florida
$3.58M -$24.5K -209 -0.7%
NPP
205
New Potomac Partners
Maryland
$3.58M +$273K +2,330 +8%
BEI
206
Benjamin Edwards Inc
Missouri
$3.56M -$1.03M -8,786 -22%
SC
207
Sykon Capital
New York
$3.55M +$3.55M +30,336 New
Baird Financial Group
208
Baird Financial Group
Wisconsin
$3.49M -$635K -5,419 -15%
MLM
209
Mount Lucas Management
Pennsylvania
$3.49M +$3.49M +29,779 New
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$3.43M +$187K +1,600 +6%
PWMAG
211
Pinnacle Wealth Management Advisory Group
New Jersey
$3.43M -$413K -3,528 -11%
WAM
212
WNY Asset Management
New York
$3.42M +$3.42M +29,174 New
TFA
213
TPG Financial Advisors
Oregon
$3.33M -$18.7K -160 -0.6%
FLPIM
214
F.L. Putnam Investment Management
Massachusetts
$3.3M +$1.56M +13,358 +90%
CKAIS
215
Christensen King & Associates Investment Services
Washington
$3.23M +$3.23M +27,603 New
AAS
216
Avantax Advisory Services
Texas
$3.18M +$1.02M +8,703 +47%
WI
217
WrapManager Inc
California
$3.13M -$394K -3,362 -11%
AG
218
Ascent Group
Virginia
$3.04M +$188K +1,622 +7%
AWM
219
Axxcess Wealth Management
California
$3.03M +$412K +3,520 +16%
QFA
220
Quattro Financial Advisors
Texas
$3.02M -$664M -25,703 -100%
CNB
221
Camden National Bank
Maine
$3.01M -$49.2K -420 -2%
IDBONY
222
Israel Discount Bank of New York
New York
$2.96M -$135K -1,155 -4%
BHB
223
Bank Hapoalim BM
Israel
$2.96M -$2.53M
MPPLM
224
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.93M +$1.17M +9,996 +67%
OC
225
Oarsman Capital
Wisconsin
$2.9M +$2.9M +24,779 New