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iShares 3-7 Year Treasury Bond ETF

763 hedge funds and large institutions have $12.8B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 302 increasing their positions, 238 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$276M
Puts
$78.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
401
Country Club Bank
Missouri
$899K
IA
402
IFG Advisory
Georgia
$899K
RIA
403
Regal Investment Advisors
Michigan
$899K
OAS
404
Optivise Advisory Services
Tennessee
$898K
FMI
405
F/M Investments
District of Columbia
$897K
AWE
406
Avidian Wealth Enterprises
Texas
$894K
PAYA
407
Phil A. Younker & Associates
Alaska
$886K
IPWA
408
International Private Wealth Advisors
California
$885K
SL
409
SWMG LLC
Texas
$880K
CLOS
410
Compagnie Lombard Odier SCmA
Switzerland
$873K
ULWM
411
Upper Left Wealth Management
Florida
$871K
OP
412
ORG Partners
Indiana
$871K
MWM
413
MorganRosel Wealth Management
Colorado
$869K
Lazard Asset Management
414
Lazard Asset Management
New York
$867K
JIP
415
Jaffetilchin Investment Partners
Florida
$861K
IAS
416
IMA Advisory Services
Colorado
$857K
AFG
417
ABLE Financial Group
Arizona
$854K
SW
418
Simplicity Wealth
New Jersey
$839K
TCCM
419
Timber Creek Capital Management
Massachusetts
$838K
SOS
420
Silver Oak Securities
Tennessee
$836K
PBO
421
Peoples Bank (Ohio)
Ohio
$835K
WANY
422
Wealthspire Advisors (New York)
New York
$832K
FA
423
Faithward Advisors
Pennsylvania
$830K
SF
424
Summit Financial
New Jersey
$821K
RT
425
Rockland Trust
Massachusetts
$809K