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iShares 3-7 Year Treasury Bond ETF

734 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 285 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $135M | Put options by funds: $61M

38% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 78

21% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 235

15% more funds holding in top 10

Funds holding in top 10: 4855 (+7)

3.75% more ownership

Funds ownership: 78.4%82.15% (+3.7%)

1% more funds holding

Funds holding: 724734 (+10)

1% less capital invested

Capital invested by funds: $11.9B → $11.9B (-$79.9M)

Holders
734
Holders Change
+10
Holders Change %
+1.38%
% of All Funds
9.67%
Holding in Top 10
55
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.58%
% of All Funds
0.72%
New
108
Increased
285
Reduced
235
Closed
78
Calls
$135M
Puts
$61M
Net Calls
+$74.1M
Net Calls Change
+$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
226
Blue Fin Capital
Rhode Island
$4.06M +$235K +2,012 +6%
CTI
227
Community Trust & Investment
Kentucky
$4.03M +$313K +2,678 +8%
SMFG
228
Sumitomo Mitsui Financial Group
Japan
$3.88M +$478K +4,098 +14%
AA
229
AlphaMark Advisors
Kentucky
$3.83M +$488K +4,178 +14%
IWC
230
Integrated Wealth Concepts
Massachusetts
$3.79M -$179K -1,531 -4%
PWMAG
231
Pinnacle Wealth Management Advisory Group
New Jersey
$3.79M +$133K +1,139 +4%
SP
232
Sequent Planning
Nebraska
$3.7M -$393K -3,369 -10%
4WM
233
4J Wealth Management
Virginia
$3.7M +$3.73M +31,985 New
Jane Street
234
Jane Street
New York
$3.66M -$5.96M -51,037 -62%
AIM
235
Acropolis Investment Management
Missouri
$3.66M +$187K +1,605 +5%
LAMC
236
Longview Asset Management (California)
California
$3.56M +$3.6M +30,805 New
BFWM
237
Bright Futures Wealth Management
New York
$3.51M -$831K -7,123 -19%
SFS
238
Sowell Financial Services
Arkansas
$3.47M -$1.06M -9,120 -23%
NRI
239
NFP Retirement Inc
California
$3.39M -$172K -1,474 -5%
WHCFA
240
William Howard & Co Financial Advisors
Tennessee
$3.37M -$370K -3,171 -10%
IA
241
IFP Advisors
Florida
$3.28M +$462K +3,962 +16%
CFAM
242
Center For Asset Management
Florida
$3.27M -$511K -4,381 -13%
AG
243
Ascent Group
Virginia
$3.18M +$283K +2,424 +10%
DLCIG
244
D.L. Carlson Investment Group
New Hampshire
$3.16M +$11.1K +95 +0.3%
BCM
245
Becker Capital Management
Oregon
$3.14M -$888K -7,608 -22%
TIA
246
Traphagen Investment Advisors
New Jersey
$3.13M -$872K -7,472 -22%
TW
247
Trajan Wealth
Arizona
$3.09M +$5.37K +46 +0.2%
CWA
248
Centennial Wealth Advisory
Michigan
$3.05M -$76K -651 -2%
ES
249
ETF Store
Kansas
$3.03M +$246K +2,109 +9%
FFA
250
Fortune Financial Advisors
Kansas
$2.93M +$76.2K +653 +3%