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iShares 3-7 Year Treasury Bond ETF

775 hedge funds and large institutions have $14.3B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 348 increasing their positions, 221 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 768775 (+7)

2% less call options, than puts

Call options by funds: $110M | Put options by funds: $111M

3% less funds holding in top 10

Funds holding in top 10: 6159 (-2)

Holders
775
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$111M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
426
Jaffetilchin Investment Partners
Florida
$881K
AWE
427
Avidian Wealth Enterprises
Texas
$879K
AC
428
Apella Capital
Connecticut
$870K
ULWM
429
Upper Left Wealth Management
Florida
$865K
IAS
430
IMA Advisory Services
Colorado
$865K
AWA
431
Arete Wealth Advisors
Illinois
$862K
SAM
432
Smithbridge Asset Management
Pennsylvania
$859K
RIA
433
Regal Investment Advisors
Michigan
$849K
PBO
434
Peoples Bank (Ohio)
Ohio
$845K
Fisher Asset Management
435
Fisher Asset Management
Washington
$836K
RT
436
Rockland Trust
Massachusetts
$813K
Vontobel Holding
437
Vontobel Holding
Switzerland
$811K
OC
438
Optima Capital
Oregon
$806K
SFGP
439
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$792K
PS
440
Principal Securities
Iowa
$792K
RA
441
RFG Advisory
Alabama
$788K
Qube Research & Technologies (QRT)
442
Qube Research & Technologies (QRT)
United Kingdom
$783K
SF
443
Summit Financial
New Jersey
$772K
IDBONY
444
Israel Discount Bank of New York
New York
$765K
SWM
445
Steinberganna Wealth Management
New York
$761K
PAM
446
Peak Asset Management
Colorado
$756K
FA
447
Fiduciary Alliance
South Carolina
$755K
PTC
448
Private Trust Company
Ohio
$754K
KWM
449
Koa Wealth Management
California
$748K
VA
450
Valmark Advisers
Ohio
$744K