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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
GG
351
GenWealth Group
New Jersey
$1.1M -$13.1K -111 -1%
MCP
352
Martin Capital Partners
Oregon
$1.1M -$187K -1,582 -15%
HH
353
Hilltop Holdings
Texas
$1.09M +$813K +6,883 +311%
FWM
354
FFT Wealth Management
Pennsylvania
$1.08M -$653K -5,529 -38%
LP
355
LGL Partners
Pennsylvania
$1.08M -$653K -5,529 -38%
PCIA
356
Prime Capital Investment Advisors
Kansas
$1.08M -$270K -2,288 -20%
EWM
357
Endowment Wealth Management
Wisconsin
$1.06M +$1.05M +8,853 New
SMWM
358
Silvia McColl Wealth Management
California
$1.06M +$1.04M +8,826 New
NB
359
NBT Bank
New York
$1.06M -$47.9K -405 -4%
WIA
360
World Investment Advisors
California
$1.05M +$1.04M +8,815 New
CL
361
Choreo LLC
Illinois
$1.03M -$140K -1,184 -12%
ITB
362
Idaho Trust Bank
Idaho
$1.03M -$34.5K -292 -3%
HS
363
Horan Securities
United States
$1.02M -$1.06K -9 -0.1%
TFA
364
Tranquilli Financial Advisor
New Jersey
$1.02M +$189K +1,602 +23%
PCMH
365
Polymer Capital Management (HK)
Hong Kong
$1M +$993K +8,400 New
BF
366
BOK Financial
Oklahoma
$996K
PBO
367
Peoples Bank (Ohio)
Ohio
$989K -$117K -987 -11%
AWA
368
Arete Wealth Advisors
Illinois
$977K +$254K +2,152 +36%
ASGS
369
Alpha Square Group S
New York
$957K +$945K +8,000 New
VAS
370
Vestmark Advisory Solutions
Massachusetts
$952K +$327K +2,771 +53%
AWE
371
Avidian Wealth Enterprises
Texas
$949K -$18.8K -159 -2%
SW
372
Simplicity Wealth
New Jersey
$946K -$21K -178 -2%
EP
373
Edgestream Partners
New Jersey
$943K +$932K +7,885 New
TCCM
374
Timber Creek Capital Management
Massachusetts
$940K +$929K +7,863 New
CM
375
Columbus Macro
Pennsylvania
$921K +$36.9K +312 +4%