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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 %
SWA
201
SFMG Wealth Advisors
Texas
$3.61M -$520K -4,494 -13%
MG
202
Mather Group
Illinois
$3.53M -$160K -1,368 -4%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$3.51M +$59.1K +510 +2%
RFC
204
Regions Financial Corp
Alabama
$3.5M -$129K -1,114 -4%
SFS
205
Sowell Financial Services
Arkansas
$3.49M +$3.49M +30,154 New
OIA
206
OneDigital Investment Advisors
Kansas
$3.48M -$204K -1,764 -6%
IWC
207
Integrated Wealth Concepts
Massachusetts
$3.46M +$2.65M +22,870 +326%
PCIA
208
Prime Capital Investment Advisors
Kansas
$3.45M +$2.89M +24,912 +506%
TW
209
Trajan Wealth
Arizona
$3.45M +$3.45M +29,758 New
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$3.34M -$51.5K -445 -2%
RWM
211
Ritholtz Wealth Management
New York
$3.32M +$1.12M +9,689 +51%
PWMAG
212
Pinnacle Wealth Management Advisory Group
New Jersey
$3.3M -$92.1K -795 -3%
DAS
213
Dynamic Advisor Solutions
Arizona
$3.29M +$967K +8,353 +42%
AF
214
Allworth Financial
California
$3.29M -$6.29M -54,316 -66%
JWCA
215
J.W. Cole Advisors
Florida
$3.21M -$5.23M -45,135 -62%
OC
216
Oarsman Capital
Wisconsin
$3.13M +$265K +2,289 +9%
CWA
217
Centennial Wealth Advisory
Michigan
$3.1M +$605K +5,225 +24%
FLPIM
218
F.L. Putnam Investment Management
Massachusetts
$3.05M -$210K -1,812 -6%
CNB
219
Camden National Bank
Maine
$3.05M +$70.1K +605 +2%
MPPLM
220
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3M +$102K +885 +4%
TSS
221
Two Sigma Securities
New York
$2.95M +$2.95M +25,479 New
AG
222
Ascent Group
Virginia
$2.93M -$103K -892 -3%
VFA
223
Values First Advisors
Tennessee
$2.93M +$220K +1,900 +8%
NRI
224
NFP Retirement Inc
California
$2.85M +$2.85M +24,596 New
DWA
225
Divergent Wealth Advisors
Utah
$2.83M -$30.3K -262 -1%