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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
GWM
276
Geneos Wealth Management
Colorado
$2.31M +$72.2K +619 +3%
TSS
277
Two Sigma Securities
New York
$2.29M +$889K +7,621 +63%
OC
278
Oarsman Capital
Wisconsin
$2.28M -$331K -2,833 -13%
SI
279
Stephens Inc
Arkansas
$2.28M -$41.9K -359 -2%
IFG
280
Independent Financial Group
California
$2.22M +$460K +3,942 +26%
MWM
281
Meridian Wealth Management
Kentucky
$2.21M -$127K -1,084 -5%
BMCM
282
Bryn Mawr Capital Management
Pennsylvania
$2.21M -$117K -1,000 -5%
RAM
283
Riggs Asset Management
Pennsylvania
$2.17M +$5.49K +47 +0.3%
MFG
284
Merit Financial Group
Georgia
$2.17M +$2.19M +18,739 New
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.12M +$44.8K +384 +2%
RCA
286
Resonant Capital Advisors
Wisconsin
$2.11M
WT
287
Whittier Trust
California
$2.09M -$116K -994 -5%
MWM
288
Moulton Wealth Management
Washington
$2.06M -$324K -2,779 -14%
Manulife (Manufacturers Life Insurance)
289
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.03M -$1.81M -15,500 -47%
PEA
290
Park Edge Advisors
Ohio
$2.03M +$220K +1,889 +12%
SIA
291
Strategic Investment Advisors
Michigan
$2.02M +$212K +1,816 +12%
LPT
292
Legacy Private Trust
Wisconsin
$2.01M -$137K -1,176 -6%
JF
293
Jump Financial
Illinois
$2.01M -$3.08M -26,371 -60%
CTA
294
Chesley Taft & Associates
Illinois
$2M -$439K -3,765 -18%
1NWS
295
1 North Wealth Services
Maryland
$1.99M +$2.01M +17,241 New
RCG
296
Regatta Capital Group
California
$1.97M +$28.2K +242 +1%
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$1.96M -$31.6K -271 -2%
BWM
298
Bulltick Wealth Management
Florida
$1.95M +$1.29M +11,054 +190%
SWM
299
Spire Wealth Management
Virginia
$1.92M -$103K -883 -5%
VWA
300
Visionary Wealth Advisors
Illinois
$1.89M +$1.69M +14,501 +799%