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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
CA
401
Crewe Advisors
Utah
$775K +$174K +1,472 +29%
BP
402
BNP Paribas
France
$774K -$44.3K -375 -5%
Millennium Management
403
Millennium Management
New York
$771K +$762K +6,446 New
NL
404
NWAM LLC
Washington
$764K +$755K +6,386 New
SC
405
Summa Corp
Texas
$762K +$118K +1,000 +19%
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$748K -$38.9K -329 -5%
CWG
407
Cornerstone Wealth Group
North Carolina
$746K -$246K -2,078 -25%
AA
408
Axiom Advisory
California
$736K +$16.5K +140 +2%
EFG
409
Ethos Financial Group
Pennsylvania
$734K
TC
410
TownSquare Capital
Utah
$727K +$368K +3,113 +105%
CB
411
Cadence Bank
Mississippi
$727K +$718K +6,075 New
WSFS
412
Wilmington Savings Fund Society
Delaware
$724K +$316K +2,670 +79%
RT
413
Rockland Trust
Massachusetts
$716K -$236 -2 -0%
MG
414
Mather Group
Illinois
$715K -$1.53M -12,965 -68%
IDBONY
415
Israel Discount Bank of New York
New York
$713K -$617K -5,225 -47%
BWM
416
Bulltick Wealth Management
Florida
$695K +$687K +5,812 New
HPM
417
Hudson Portfolio Management
New York
$691K +$683K +5,776 New
WWM
418
Western Wealth Management
Colorado
$690K +$223K +1,890 +49%
CFA
419
Camarda Financial Advisors
Florida
$686K +$94.5K +800 +16%
UBS AM
420
UBS AM
Illinois
$682K +$674K +5,701 New
CCB
421
Country Club Bank
Missouri
$681K -$67.6K -572 -9%
PWP
422
Principle Wealth Partners
Connecticut
$680K +$329K +2,782 +96%
SWP
423
Summit Wealth Partners
Florida
$676K -$44.9K -380 -6%
RW
424
Rede Wealth
Virginia
$670K +$355 +3 +0.1%
BPC
425
Banque Pictet & Cie
Switzerland
$666K