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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
CCAM
301
Cascades Capital Asset Management
North Carolina
$2.02M +$1.99M +16,848 New
RCG
302
Regatta Capital Group
California
$2.01M +$56.6K +479 +3%
SC
303
Sinecera Capital
Texas
$1.92M +$118K +1,001 +7%
ACM
304
AUA Capital Management
Pennsylvania
$1.89M
TCM
305
Twele Capital Management
Minnesota
$1.88M -$15.1K -128 -0.8%
PEA
306
Park Edge Advisors
Ohio
$1.88M -$179K -1,517 -9%
SIA
307
Strategic Investment Advisors
Michigan
$1.87M -$376K -3,183 -17%
TA
308
TFB Advisors
Kansas
$1.85M -$379K -3,210 -17%
ASFA
309
All Season Financial Advisors
Colorado
$1.83M +$1.81M +15,313 New
IFG
310
Independent Financial Group
California
$1.83M +$1.51M +12,737 +504%
RFM
311
Royal Fund Management
Florida
$1.8M +$1.4M +11,864 +374%
PF
312
Parker Financial
Washington
$1.76M -$323K -2,737 -16%
MG
313
Marex Group
$1.75M -$172K -1,457 -9%
AG
314
AlTi Global
New York
$1.75M
CIC
315
Carnegie Investment Counsel
Ohio
$1.74M -$603K -5,106 -26%
GRP
316
Global Retirement Partners
California
$1.72M +$130K +1,096 +8%
MCC
317
Money Concepts Capital
Florida
$1.7M +$1.68M +14,181 New
PIM
318
Penobscot Investment Management
Massachusetts
$1.65M -$309K -2,611 -16%
BSB
319
Bangor Savings Bank
Maine
$1.61M -$461K -3,897 -22%
EGA
320
E&G Advisors
Texas
$1.61M -$16K -135 -1%
KWM
321
Kingsview Wealth Management
Oregon
$1.6M -$312K -2,637 -16%
GM
322
GeoWealth Management
Illinois
$1.58M -$3.55M -30,045 -69%
OC
323
Oppenheimer & Co
New York
$1.56M +$10.4K +88 +0.7%
EWA
324
EverSource Wealth Advisors
Alabama
$1.53M +$160K +1,358 +12%
PAS
325
Park Avenue Securities
New York
$1.5M +$25.9K +219 +2%