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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
CSP
376
Cary Street Partners
Virginia
$928K +$938K +8,034 New
AWE
377
Avidian Wealth Enterprises
Texas
$928K +$11.6K +99 +1%
AWA
378
Arete Wealth Advisors
Illinois
$901K -$43.1K -369 -5%
SWP
379
Summit Wealth Partners
Florida
$895K +$244K +2,093 +37%
SMWM
380
Silvia McColl Wealth Management
California
$891K -$130K -1,118 -13%
TC
381
TAP Consulting
Missouri
$889K -$428K -3,671 -32%
FMI
382
F/M Investments
District of Columbia
$881K +$890K +7,625 New
OAS
383
Optivise Advisory Services
Tennessee
$879K
IA
384
IFG Advisory
Georgia
$876K +$885K +7,579 New
ULWM
385
Upper Left Wealth Management
Florida
$872K -$18K -154 -2%
PAYA
386
Phil A. Younker & Associates
Alaska
$867K +$875K +7,500 New
PFG
387
Pacific Financial Group
Washington
$865K -$15.9K -136 -2%
OP
388
ORG Partners
Indiana
$864K +$5.72K +49 +0.7%
CL
389
Choreo LLC
Illinois
$860K -$134K -1,147 -13%
FA
390
Faithward Advisors
Pennsylvania
$857K -$1.23M -10,543 -59%
CAS
391
Coppell Advisory Solutions
Texas
$854K -$18.4K -158 -2%
Lazard Asset Management
392
Lazard Asset Management
New York
$848K
CLOS
393
Compagnie Lombard Odier SCmA
Switzerland
$844K +$659K +5,642 +340%
CCB
394
Country Club Bank
Missouri
$839K +$185K +1,587 +28%
AFG
395
ABLE Financial Group
Arizona
$836K
IPWA
396
International Private Wealth Advisors
California
$820K +$828K +7,095 New
IAS
397
IMA Advisory Services
Colorado
$818K
TCCM
398
Timber Creek Capital Management
Massachusetts
$818K -$91.2K -781 -10%
WANY
399
Wealthspire Advisors (New York)
New York
$814K -$530K -4,538 -39%
TFCP
400
Twin Focus Capital Partners
Massachusetts
$803K +$437K +3,746 +117%