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iShares 3-7 Year Treasury Bond ETF

580 hedge funds and large institutions have $10.4B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 208 increasing their positions, 175 reducing their positions, and 75 closing their positions.

Holders
580
Holders Change
+9
Holders Change %
+1.58%
% of All Funds
9.29%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.85%
New
98
Increased
208
Reduced
175
Closed
75
Calls
$381M
Puts
$479M
Net Calls
-$97.2M
Net Calls Change
-$59.7M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.06B 8,989,483 -3,939,422 -30%
Bank of America
2
Bank of America
North Carolina
$637M 5,414,901 -104,783 -2%
Financial Engines Advisors
3
Financial Engines Advisors
California
$456M 3,876,523 +176,331 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$442M 3,757,787 +517,339 +16%
Morgan Stanley
5
Morgan Stanley
New York
$419M 3,557,575 +1,113,887 +46%
CSIA
6
Charles Schwab Investment Advisory
California
$289M 2,454,209 -401,588 -14%
Truist Financial
7
Truist Financial
North Carolina
$263M 2,235,980 +231,410 +12%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$256M 2,171,931 +221,742 +11%
Creative Planning
9
Creative Planning
Kansas
$250M 2,122,708 -162,989 -7%
Charles Schwab
10
Charles Schwab
California
$238M 2,026,390 -515,507 -20%
AssetMark Inc
11
AssetMark Inc
California
$234M 1,992,607 +81,243 +4%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$225M 1,911,929 -57,974 -3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$217M 1,843,027 -1,670,938 -48%
Wells Fargo
14
Wells Fargo
California
$211M 1,794,582 +193,783 +12%
UBS Group
15
UBS Group
Switzerland
$197M 1,676,161 +659,875 +65%
Ameriprise
16
Ameriprise
Minnesota
$192M 1,633,576 -674,929 -29%
M&T Bank
17
M&T Bank
New York
$180M 1,528,581 +7,179 +0.5%
Stifel Financial
18
Stifel Financial
Missouri
$173M 1,469,678 +41,232 +3%
TWM
19
Tanglewood Wealth Management
Texas
$166M 1,408,725 +7,589 +0.5%
RJA
20
Raymond James & Associates
Florida
$158M 1,345,438 +115,377 +9%
WA
21
WestEnd Advisors
North Carolina
-1,119,864 Closed
Mariner
22
Mariner
Kansas
$136M 1,159,418 -77,398 -6%
LPL Financial
23
LPL Financial
California
$132M 1,119,382 -367,014 -25%
MMI
24
Matson Money Inc
Ohio
$110M 1,344,779 -60,853 -4%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$105M 889,913 +469,557 +112%