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iShares 3-7 Year Treasury Bond ETF

663 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 225 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.64%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
84
Increased
252
Reduced
225
Closed
75
Calls
$16.3M
Puts
$207M
Net Calls
-$190M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Shares
Change %
WHCFA
201
William Howard & Co Financial Advisors
Tennessee
$3.73M +$3K +26 +0.1%
CWA
202
Centennial Wealth Advisory
Michigan
$3.71M +$626K +5,419 +20%
HSBC Holdings
203
HSBC Holdings
United Kingdom
$3.67M -$8.51M -73,688 -70%
AIM
204
Acropolis Investment Management
Missouri
$3.61M -$731K -6,327 -17%
NRI
205
NFP Retirement Inc
California
$3.55M +$712K +6,167 +25%
PWMAG
206
Pinnacle Wealth Management Advisory Group
New Jersey
$3.53M +$241K +2,085 +7%
SFS
207
Sowell Financial Services
Arkansas
$3.52M +$39.1K +339 +1%
DWA
208
Divergent Wealth Advisors
Utah
$3.52M +$696K +6,029 +25%
ECA
209
Elevated Capital Advisors
Utah
$3.47M +$655K +5,673 +23%
CTI
210
Community Trust & Investment
Kentucky
$3.47M -$446K -3,864 -11%
RWM
211
Ritholtz Wealth Management
New York
$3.41M +$99.4K +861 +3%
SWA
212
SFMG Wealth Advisors
Texas
$3.36M -$236K -2,044 -7%
TC
213
Teilinger Capital
Texas
$3.35M -$27.7M -240,000 -89%
OIA
214
OneDigital Investment Advisors
Kansas
$3.32M -$144K -1,247 -4%
MLM
215
Mount Lucas Management
Pennsylvania
$3.29M +$551K +4,769 +20%
RIS
216
Retirement Income Solutions
Michigan
$3.28M -$2.11M -18,300 -39%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$3.28M -$333K -2,883 -9%
CNB
218
Camden National Bank
Maine
$3.28M +$236K +2,047 +8%
TW
219
Trajan Wealth
Arizona
$3.24M -$197K -1,702 -6%
BFC
220
Blue Fin Capital
Rhode Island
$3.18M +$407K +3,521 +15%
RFC
221
Regions Financial Corp
Alabama
$3.18M -$303K -2,624 -9%
AG
222
Ascent Group
Virginia
$3.17M +$249K +2,158 +9%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$3.16M -$173K -1,502 -5%
BRWA
224
B. Riley Wealth Advisors
Florida
$3.11M -$824K -7,137 -21%
FTS
225
Fifth Third Securities
Ohio
$3.05M -$1.17M -10,152 -28%