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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
ULWM
376
Upper Left Wealth Management
Florida
$915K -$381K -3,224 -30%
PFG
377
Pacific Financial Group
Washington
$912K -$90.6K -767 -9%
OAS
378
Optivise Advisory Services
Tennessee
$909K -$36.5K -309 -4%
Betterment LLC
379
Betterment LLC
New York
$908K +$227K +1,924 +34%
PFS
380
Prospera Financial Services
Texas
$905K +$500K +4,234 +127%
CAS
381
Coppell Advisory Solutions
Texas
$905K +$223K +1,888 +33%
Qube Research & Technologies (QRT)
382
Qube Research & Technologies (QRT)
United Kingdom
$895K +$884K +7,484 New
OP
383
ORG Partners
Indiana
$889K +$876K +7,412 +35,295%
Lazard Asset Management
384
Lazard Asset Management
New York
$878K
Wolverine Trading
385
Wolverine Trading
Illinois
$874K +$347K +2,936 +67%
AFG
386
ABLE Financial Group
Arizona
$865K +$855K +7,234 New
WWM
387
Whalen Wealth Management
Nevada
$864K -$333K -2,816 -28%
NWM
388
Northwest Wealth Management
Iowa
$862K -$113K -959 -12%
AFG
389
Atomi Financial Group
New York
$858K +$112K +948 +15%
IAS
390
IMA Advisory Services
Colorado
$847K +$837K +7,083 New
MWM
391
MorganRosel Wealth Management
Colorado
$846K +$20.2K +171 +2%
GLA
392
Good Life Advisors
Pennsylvania
$844K +$834K +7,056 New
ACP
393
Aveo Capital Partners
Colorado
$817K -$594K -5,028 -42%
Jones Financial Companies
394
Jones Financial Companies
Missouri
$815K +$713K +6,037 +792%
NP
395
NorthRock Partners
Minnesota
$805K +$6.38K +54 +0.8%
SWP
396
Stratos Wealth Partners
Ohio
$801K -$247K -2,090 -24%
PS
397
Principal Securities
Iowa
$782K -$21.4K -181 -3%
MA
398
MAS Advisors
Florida
$780K
AIA
399
Alera Investment Advisors
Illinois
$779K +$52.4K +443 +7%
NFW
400
Noble Family Wealth
Florida
$777K -$11.8K -100 -2%