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iShares 3-7 Year Treasury Bond ETF

723 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 292 increasing their positions, 221 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $6.62M

123% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 52

32% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 221

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

12% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.27B)

8% more funds holding

Funds holding: 667723 (+56)

2.05% more ownership

Funds ownership: 76.35%78.4% (+2.1%)

Holders
723
Holders Change
+56
Holders Change %
+8.4%
% of All Funds
10.38%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
116
Increased
292
Reduced
221
Closed
52
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Change in
Stake
CTI
226
Community Trust & Investment
Kentucky
$3.85M +$254K +2,150 +7%
PA
227
PFG Advisors
Arizona
$3.79M +$800K +6,773 +27%
PWMAG
228
Pinnacle Wealth Management Advisory Group
New Jersey
$3.79M +$130K +1,102 +4%
JWCA
229
J.W. Cole Advisors
Florida
$3.74M +$2.15M +18,160 +139%
NRI
230
NFP Retirement Inc
California
$3.69M +$7.21K +61 +0.2%
DWA
231
Divergent Wealth Advisors
Utah
$3.69M +$43.1K +365 +1%
AIM
232
Acropolis Investment Management
Missouri
$3.59M -$151K -1,276 -4%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$3.58M +$184K +1,553 +5%
FTS
234
Fifth Third Securities
Ohio
$3.57M +$410K +3,471 +13%
SMFG
235
Sumitomo Mitsui Financial Group
Japan
$3.53M +$1.23M +10,437 +55%
IWM
236
IHT Wealth Management
Illinois
$3.5M +$3.1M +26,189 +859%
AA
237
AlphaMark Advisors
Kentucky
$3.46M +$2.88M +24,347 +527%
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$3.45M -$1.47M -12,442 -30%
SPW
239
Surience Private Wealth
Washington
$3.34M +$3.3M +27,884 New
CCM
240
Crabel Capital Management
California
$3.31M +$950K +8,039 +41%
VFA
241
Values First Advisors
Tennessee
$3.28M +$117K +994 +4%
DLCIG
242
D.L. Carlson Investment Group
New Hampshire
$3.26M +$1.16M +9,854 +57%
CWA
243
Centennial Wealth Advisory
Michigan
$3.23M -$607K -5,136 -16%
TW
244
Trajan Wealth
Arizona
$3.19M -$164K -1,387 -5%
RIS
245
Retirement Income Solutions
Michigan
$3.18M -$211K -1,785 -6%
NCG
246
Newport Capital Group
New Jersey
$3.11M +$556K +4,702 +22%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$3.09M -$182K -1,541 -6%
BIP
248
Blueprint Investment Partners
North Carolina
$3.01M +$1.22M +10,363 +70%
RFC
249
Regions Financial Corp
Alabama
$3.01M -$283K -2,393 -9%
AG
250
Ascent Group
Virginia
$3M -$284K -2,407 -9%