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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
VPA
276
Vernal Point Advisors
California
$2.48M
HC
277
Hoese & Co
Minnesota
$2.46M +$2.43M +20,584 New
MWM
278
Moulton Wealth Management
Washington
$2.43M +$1.46M +12,315 +149%
MWM
279
Meridian Wealth Management
Kentucky
$2.42M +$2.39M +20,228 New
BMCM
280
Bryn Mawr Capital Management
Pennsylvania
$2.41M -$62.9K -532 -3%
SFG
281
Sage Financial Group
Pennsylvania
$2.41M +$18.8K +159 +0.8%
SI
282
Stephens Inc
Arkansas
$2.4M +$13.6K +115 +0.6%
TIAM2
283
Tru Independence Asset Management 2
Oregon
$2.38M +$2.35M +19,925 New
BHB
284
Bank Hapoalim BM
Israel
$2.37M
CICC
285
Capital Investment Counsel (Colorado)
Colorado
$2.36M -$217K -1,837 -9%
MOS
286
MGO One Seven
Ohio
$2.36M -$622K -5,261 -21%
VRM
287
Vectors Research Management
New York
$2.35M +$1.09M +9,239 +89%
TAM
288
Titleist Asset Management
Texas
$2.32M +$591 +5 +0%
CC
289
Courier Capital
New York
$2.32M +$1.1M +9,284 +92%
GWM
290
Geneos Wealth Management
Colorado
$2.32M +$2.2M +18,613 +2,488%
WT
291
Whittier Trust
California
$2.28M -$28.6K -242 -1%
RAM
292
Riggs Asset Management
Pennsylvania
$2.24M +$1.7M +14,418 +335%
LPT
293
Legacy Private Trust
Wisconsin
$2.22M +$90.4K +765 +4%
RCA
294
Resonant Capital Advisors
Wisconsin
$2.18M
SFG
295
SevenBridge Financial Group
Pennsylvania
$2.17M +$783K +6,622 +55%
FA
296
Faithward Advisors
Pennsylvania
$2.15M -$73K -618 -3%
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.14M -$612K -5,177 -22%
SWM
298
Spire Wealth Management
Virginia
$2.1M -$137K -1,157 -6%
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$2.06M +$1.46M +12,377 +256%
CFP
300
Cascade Financial Partners
California
$2.02M +$21.9K +185 +1%