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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
PAM
351
Peak Asset Management
Colorado
$1.08M +$1.09M +9,370 New
CWA
352
CogentBlue Wealth Advisors
Tennessee
$1.07M +$1.08M +9,289 New
APWM
353
Anchor Pointe Wealth Management
Missouri
$1.07M +$1.08M +9,270 New
GG
354
GenWealth Group
New Jersey
$1.06M -$3.97K -34 -0.4%
EH
355
Equitable Holdings
New York
$1.06M -$338K -2,899 -24%
FWM
356
FFT Wealth Management
Pennsylvania
$1.06M +$11.6K +99 +1%
LP
357
LGL Partners
Pennsylvania
$1.06M +$11.6K +99 +1%
SOS
358
Silver Oak Securities
Tennessee
$1.04M +$661K +5,660 +171%
PAS
359
Park Avenue Securities
New York
$1.03M -$424K -3,632 -29%
NB
360
NBT Bank
New York
$1.02M
BW
361
Blalock Williams
Alabama
$1.02M +$1.03M +8,787 New
BWP
362
BSW Wealth Partners
Colorado
$997K +$1.01M +8,632 New
HS
363
Horan Securities
United States
$988K -$817 -7 -0.1%
WWM
364
Whalen Wealth Management
Nevada
$988K +$155K +1,325 +18%
SWP
365
Stratos Wealth Partners
Ohio
$978K +$206K +1,769 +26%
RIA
366
Regal Investment Advisors
Michigan
$976K -$442K -3,783 -31%
AAP
367
Arax Advisory Partners
Colorado
$971K +$967K +8,283 +7,141%
HPA
368
High Probability Advisors
New York
$969K -$9.99M -85,564 -91%
RIS
369
Retirement Income Solutions
Michigan
$968K -$2.13M -18,242 -69%
BF
370
BOK Financial
Oklahoma
$959K
ECA
371
Elevated Capital Advisors
Utah
$956K -$1.79M -15,346 -65%
PBO
372
Peoples Bank (Ohio)
Ohio
$955K
Betterment LLC
373
Betterment LLC
New York
$954K +$77.5K +664 +9%
GM
374
GeoWealth Management
Illinois
$946K -$590K -5,054 -38%
CM
375
Columbus Macro
Pennsylvania
$938K +$43.4K +372 +5%