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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
BPC
426
Banque Pictet & Cie
Switzerland
$644K
P
427
Pitcairn
Pennsylvania
$640K
IDBONY
428
Israel Discount Bank of New York
New York
$637K -$52.5K -450 -8%
TFA
429
Tranquilli Financial Advisor
New Jersey
$634K -$357K -3,057 -36%
AWM
430
Apollon Wealth Management
South Carolina
$628K +$31.7K +272 +5%
IAA
431
Independent Advisor Alliance
North Carolina
$616K +$622K +5,333 New
MWM
432
Maridea Wealth Management
New York
$610K +$616K +5,281 New
AIC
433
Argus Investors Counsel
New York
$609K +$27.4K +235 +5%
LJAC
434
L.J. Altfest & Co
New York
$609K +$615K +5,267 New
VA
435
Valmark Advisers
Ohio
$606K +$200K +1,714 +49%
IWM
436
Iams Wealth Management
Nebraska
$602K +$608K +5,207 New
BEC
437
Blue Edge Capital
Virginia
$596K +$98.9K +847 +20%
VC
438
Vicus Capital
Pennsylvania
$595K +$29.8K +255 +5%
William Blair & Company
439
William Blair & Company
Illinois
$593K -$14.4K -123 -2%
AA
440
Argent Advisors
Louisiana
$586K -$2.1K -18 -0.4%
SWTS
441
Stonehaven Wealth & Tax Solutions
Wisconsin
$579K +$585K +5,009 New
Pathstone Holdings
442
Pathstone Holdings
New Jersey
$569K +$2.92K +25 +0.5%
SGAM
443
Stephens Group Asset Management
Arkansas
$569K -$6.42K -55 -1%
UBP
444
Union Bancaire Privee
Switzerland
$564K +$586K +5,022 New
CB
445
Cadence Bank
Mississippi
$561K -$142K -1,217 -20%
NWM
446
Northwest Wealth Management
Iowa
$560K -$276K -2,361 -33%
CWP
447
Core Wealth Partners
California
$555K +$281K +2,409 +101%
SA
448
Sovran Advisors
California
$547K +$557K +4,768 New
GPA
449
Guerra Pan Advisors
New Jersey
$540K
BPWM
450
Badgley Phelps Wealth Managers
Washington
$535K +$540K +4,629 New