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iShares 3-7 Year Treasury Bond ETF

751 hedge funds and large institutions have $12.7B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 268 increasing their positions, 292 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-10
Holders Change %
-1.31%
% of All Funds
10.07%
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
87
Increased
268
Reduced
292
Closed
78
Calls
$128M
Puts
$104M
Net Calls
+$24.1M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
451
EverSource Wealth Advisors
Alabama
$667K -$242K -2,036 -27%
SL
452
SWMG LLC
Texas
$665K -$212K -1,798 -24%
VIPI
453
Vista Investment Partners II
Indiana
$665K +$665K +5,582 New
AWM
454
Apollon Wealth Management
South Carolina
$664K +$39.7K +333 +6%
BPC
455
Banque Pictet & Cie
Switzerland
$663K
CST
456
Charles Schwab Trust
Nevada
$655K -$11K -92 -2%
SFA
457
Sequoia Financial Advisors
Ohio
$645K +$239K +2,007 +59%
PS
458
Principal Securities
Iowa
$640K -$159K -1,338 -20%
BCM
459
Boreal Capital Management
Florida
$634K +$634K +5,327 New
CWG
460
Cornerstone Wealth Group
North Carolina
$633K -$92.2K -774 -13%
NFW
461
Noble Family Wealth
Florida
$632K
AIC
462
Argus Investors Counsel
New York
$627K
FGA
463
Fortis Group Advisors
New Jersey
$623K +$623K +5,263 New
MBTD
464
Mechanics Bank - Trust Department
California
$619K +$262K +2,200 +73%
EFG
465
Ethos Financial Group
Pennsylvania
$612K -$119K -1,000 -16%
FA
466
Forefront Analytics
Pennsylvania
$610K +$389K +3,268 +177%
William Blair & Company
467
William Blair & Company
Illinois
$608K -$121K -1,012 -17%
IWM
468
Iams Wealth Management
Nebraska
$598K +$13.9K +117 +2%
BEC
469
Blue Edge Capital
Virginia
$598K -$81.8K -687 -12%
RW
470
Rede Wealth
Virginia
$588K -$2.74K -23 -0.5%
KFG
471
Kelly Financial Group
Connecticut
$583K -$791K -6,639 -58%
CB
472
Cadence Bank
Mississippi
$579K
NWM
473
Northwest Wealth Management
Iowa
$576K +$37.5K +315 +7%
WSFS
474
Wilmington Savings Fund Society
Delaware
$576K -$66.1K -555 -10%
BPWM
475
Badgley Phelps Wealth Managers
Washington
$575K +$23.8K +200 +4%