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iShares 3-7 Year Treasury Bond ETF

773 hedge funds and large institutions have $14.2B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 346 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: 768773 (+5)

2% less call options, than puts

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

5% less funds holding in top 10

Funds holding in top 10: 6158 (-3)

Holders
773
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
$110M
Puts
$111M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
426
Avidian Wealth Enterprises
Texas
$879K
AC
427
Apella Capital
Connecticut
$870K
ULWM
428
Upper Left Wealth Management
Florida
$865K
IAS
429
IMA Advisory Services
Colorado
$865K
AWA
430
Arete Wealth Advisors
Illinois
$862K
SAM
431
Smithbridge Asset Management
Pennsylvania
$859K
RIA
432
Regal Investment Advisors
Michigan
$849K
PBO
433
Peoples Bank (Ohio)
Ohio
$845K
Fisher Asset Management
434
Fisher Asset Management
Washington
$836K
RT
435
Rockland Trust
Massachusetts
$813K
Vontobel Holding
436
Vontobel Holding
Switzerland
$811K
OC
437
Optima Capital
Oregon
$806K
SFG
438
Stonebridge Financial Group
Pennsylvania
$792K
PS
439
Principal Securities
Iowa
$792K
RA
440
RFG Advisory
Alabama
$788K
Qube Research & Technologies (QRT)
441
Qube Research & Technologies (QRT)
United Kingdom
$783K
SF
442
Summit Financial
New Jersey
$772K
IDBONY
443
Israel Discount Bank of New York
New York
$765K
SWM
444
Steinberganna Wealth Management
New York
$761K
PAM
445
Peak Asset Management
Colorado
$756K
FA
446
Fiduciary Alliance
South Carolina
$755K
PTC
447
Private Trust Company
Ohio
$754K
KWM
448
Koa Wealth Management
California
$748K
VA
449
Valmark Advisers
Ohio
$744K
RIS
450
Retirement Income Solutions
Michigan
$740K