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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
E
301
EntreWealth
Texas
$1.88M +$1.84M +15,745 New
HH
302
Hilltop Holdings
Texas
$1.88M +$837K +7,171 +79%
TCM
303
Twele Capital Management
Minnesota
$1.86M +$46.8K +401 +3%
ACM
304
AUA Capital Management
Pennsylvania
$1.83M
SCP
305
Silverleafe Capital Partners
Tennessee
$1.83M +$1.85M +15,830 New
KFG
306
Kelly Financial Group
Connecticut
$1.8M +$1.81M +15,540 New
TA
307
TFB Advisors
Kansas
$1.77M -$16.5K -141 -0.9%
AP
308
Atwood & Palmer
Missouri
$1.77M +$1.48M +12,657 +483%
MCC
309
Money Concepts Capital
Florida
$1.74M +$106K +910 +6%
OAJ
310
Ogorek Anthony Joseph
New York
$1.74M +$609K +5,216 +53%
AFG
311
Atomi Financial Group
New York
$1.73M +$910K +7,793 +109%
VCM
312
Verger Capital Management
North Carolina
$1.72M +$1.39M +11,950 +412%
AF
313
Allworth Financial
California
$1.71M -$991K -8,495 -37%
EWA
314
EverSource Wealth Advisors
Alabama
$1.69M +$210K +1,796 +14%
AG
315
AlTi Global
New York
$1.68M -$2.92K -25 -0.2%
SPIA
316
Steward Partners Investment Advisory
New York
$1.61M +$1.41M +12,061 +642%
KWM
317
Kingsview Wealth Management
Oregon
$1.58M +$40.9K +350 +3%
GVCM
318
Global View Capital Management
Wisconsin
$1.58M +$1.59M +13,641 New
PIM
319
Penobscot Investment Management
Massachusetts
$1.56M -$86.4K -740 -5%
EGA
320
E&G Advisors
Texas
$1.55M
NL
321
NWAM LLC
Washington
$1.45M +$719K +6,156 +96%
BPW
322
Bingham Private Wealth
California
$1.44M +$1.45M +12,421 New
WIA
323
World Investment Advisors
California
$1.43M +$419K +3,593 +41%
PCIG
324
Partners Capital Investment Group
Massachusetts
$1.43M -$1.41M -12,089 -49%
BHB
325
Bank Hapoalim BM
Israel
$1.41M