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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.

Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.65%
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 Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.09B 9,396,840 -186,169 -2%
Bank of America
2
Bank of America
North Carolina
$657M 5,686,655 +522,896 +10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$637M 5,514,774 +2,366,506 +75%
Financial Engines Advisors
4
Financial Engines Advisors
California
$491M 4,251,524 +44,982 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$442M 3,828,308 +157,810 +4%
Charles Schwab
6
Charles Schwab
California
$436M 3,773,628 +2,543,226 +207%
Morgan Stanley
7
Morgan Stanley
New York
$309M 2,679,960 -358,982 -12%
Truist Financial
8
Truist Financial
North Carolina
$279M 2,415,082 -95,799 -4%
AssetMark Inc
9
AssetMark Inc
California
$258M 2,234,529 +344,793 +18%
Bank Julius Baer & Co
10
Bank Julius Baer & Co
Switzerland
$236M 1,832,970 -229,443 -11%
Ameriprise
11
Ameriprise
Minnesota
$228M 1,975,169 -46,973 -2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$228M 1,972,763 -98,470 -5%
Cerity Partners
13
Cerity Partners
New York
$219M 1,893,056 -578,716 -23%
Creative Planning
14
Creative Planning
Kansas
$216M 1,871,564 +12,186 +0.7%
UBS Group
15
UBS Group
Switzerland
$211M 1,828,716 -55,160 -3%
Stifel Financial
16
Stifel Financial
Missouri
$180M 1,555,018 -84,812 -5%
MMI
17
Matson Money Inc
Ohio
$171M 1,483,152 +30,157 +2%
LPL Financial
18
LPL Financial
California
$168M 1,451,347 +141,266 +11%
BlackRock
19
BlackRock
New York
$158M 1,366,855 +311,550 +30%
Wells Fargo
20
Wells Fargo
California
$157M 1,361,858 -160,451 -11%
JFGIW
21
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152M 1,315,330 +65,494 +5%
TWM
22
Tanglewood Wealth Management
Texas
$149M 1,288,470 +70,655 +6%
WA
23
WestEnd Advisors
North Carolina
$145M 1,255,906 -17,367 -1%
RJA
24
Raymond James & Associates
Florida
$140M 1,211,223 -22,649 -2%
WL
25
WIT LLC
District of Columbia
$107M 923 +43 +5%