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iShares 3-7 Year Treasury Bond ETF

724 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, 222 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: 222

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: 668724 (+56)

2.05% more ownership

Funds ownership: 76.35%78.4% (+2.1%)

Holders
724
Holders Change
+56
Holders Change %
+8.38%
% of All Funds
10.4%
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
222
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
Lido Advisors
326
Lido Advisors
California
$1.49M -$477K -4,039 -24%
HWA
327
HCR Wealth Advisors
California
$1.48M +$9.45K +80 +0.7%
RIA
328
Regal Investment Advisors
Michigan
$1.46M +$1.08M +9,175 +300%
TSS
329
Two Sigma Securities
New York
$1.45M +$1.44M +12,164 New
EH
330
Equitable Holdings
New York
$1.44M -$642K -5,429 -31%
SCM
331
SCS Capital Management
Massachusetts
$1.44M -$99.9K -845 -7%
MBT
332
Montecito Bank & Trust
California
$1.41M +$1.4M +11,809 New
MI
333
Motiv8 Investments
Florida
$1.4M -$112K -944 -7%
WANY
334
Wealthspire Advisors (New York)
New York
$1.39M -$32K -271 -2%
TC
335
TAP Consulting
Missouri
$1.36M +$10.8K +91 +0.8%
CB
336
Commerce Bank
Missouri
$1.36M +$29.4K +249 +2%
FA
337
Forefront Analytics
Pennsylvania
$1.29M -$132K -1,118 -9%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$1.28M +$1.13M +9,554 +849%
JWCA
339
J.W. Coons Advisors
Ohio
$1.27M +$38.4K +325 +3%
CIA
340
Concurrent Investment Advisors
Florida
$1.27M +$45K +381 +4%
WF
341
Warner Financial
Maryland
$1.22M +$22.8K +193 +2%
NCFG
342
New Century Financial Group
New Jersey
$1.21M +$660K +5,583 +122%
CA
343
Cannon Advisors
North Carolina
$1.2M +$1.18M +10,024 New
NWM
344
Napa Wealth Management
California
$1.2M +$265K +2,245 +29%
GLR
345
Great Lakes Retirement
Ohio
$1.19M -$57.2K -484 -5%
OAJ
346
Ogorek Anthony Joseph
New York
$1.17M +$376K +3,181 +48%
Wealthfront Advisers
347
Wealthfront Advisers
California
$1.17M +$96.7K +818 +9%
Vontobel Holding
348
Vontobel Holding
Switzerland
$1.14M -$1.3K -11 -0.1%
UB
349
UMB Bank
Missouri
$1.13M
JCM
350
Jacobi Capital Management
Pennsylvania
$1.12M +$248K +2,100 +29%