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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
MWM
401
MorganRosel Wealth Management
Colorado
$796K -$21K -180 -3%
PS
402
Principal Securities
Iowa
$776K +$20.1K +172 +3%
PCIA
403
Prime Capital Investment Advisors
Kansas
$771K -$271K -2,322 -26%
SFGP
404
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$771K +$779K +6,672 New
RT
405
Rockland Trust
Massachusetts
$767K +$76.8K +658 +11%
TC
406
TownSquare Capital
Utah
$762K +$60K +514 +8%
NCFG
407
New Century Financial Group
New Jersey
$757K -$419K -3,591 -35%
BCA
408
Bay Colony Advisors
Massachusetts
$754K +$414K +3,543 +119%
CA
409
Crewe Advisors
Utah
$754K +$5.13K +44 +0.7%
CWG
410
Cornerstone Wealth Group
North Carolina
$745K +$24.2K +207 +3%
SC
411
Summa Corp
Texas
$736K
SCA
412
Snowden Capital Advisors
New York
$719K +$154K +1,316 +27%
MCP
413
Martin Capital Partners
Oregon
$717K -$345K -2,959 -32%
JIP
414
Jaffetilchin Investment Partners
Florida
$711K +$222K +1,904 +45%
EFG
415
Ethos Financial Group
Pennsylvania
$709K
RFM
416
Royal Fund Management
Florida
$705K -$1.05M -8,956 -60%
PWP
417
Principle Wealth Partners
Connecticut
$697K +$40.3K +345 +6%
BP
418
BNP Paribas
France
$683K -$65.9K -565 -9%
NFW
419
Noble Family Wealth
Florida
$683K -$68.4K -586 -9%
CIBC World Market
420
CIBC World Market
Ontario, Canada
$675K +$128K +1,099 +23%
WSFS
421
Wilmington Savings Fund Society
Delaware
$671K -$28.5K -244 -4%
EWM
422
Empirical Wealth Management
Washington
$665K +$163K +1,396 +32%
CFA
423
Camarda Financial Advisors
Florida
$658K -$4.79K -41 -0.7%
RW
424
Rede Wealth
Virginia
$654K +$6.19K +53 +0.9%
NP
425
NorthRock Partners
Minnesota
$645K -$134K -1,150 -17%