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iShares 3-7 Year Treasury Bond ETF

724 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 292 increasing their positions, 222 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $6.62M

123% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 52

32% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 222

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

12% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.27B)

8% more funds holding

Funds holding: 668724 (+56)

2.05% more ownership

Funds ownership: 76.35%78.4% (+2.1%)

Holders
724
Holders Change
+56
Holders Change %
+8.38%
% of All Funds
10.4%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
116
Increased
292
Reduced
222
Closed
52
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Empirical Wealth Management
Washington
$521K -$79.1K -669 -13%
Deutsche Bank
452
Deutsche Bank
Germany
$520K
BEC
453
Blue Edge Capital
Virginia
$516K -$12.9M -109,350 -96%
HAS
454
HBW Advisory Services
California
$514K +$87.9K +744 +21%
FLPIM
455
F.L. Putnam Investment Management
Massachusetts
$513K
JIP
456
Jaffetilchin Investment Partners
Florida
$508K +$8.63K +73 +2%
SC
457
Schoolcraft Capital
Colorado
$505K -$13.5K -114 -3%
CWM
458
Congress Wealth Management
Massachusetts
$504K -$32.1K -272 -6%
DTC
459
Davidson Trust Company
Washington
$499K +$493K +4,172 New
BAM
460
Belpointe Asset Management
Nevada
$496K +$108K +914 +28%
PP
461
PrairieView Partners
Minnesota
$493K +$29.5K +250 +6%
LAS
462
Lloyd Advisory Services
Georgia
$493K -$4.58M -38,716 -90%
CAAS
463
Capital Asset Advisory Services
Michigan
$490K -$36.5K -309 -7%
JTWM
464
Jackson Thornton Wealth Management
Alabama
$489K
PG
465
Patten Group
Tennessee
$485K +$187K +1,584 +64%
AWM
466
Accurate Wealth Management
Florida
$485K +$199K +1,681 +69%
CW
467
Channel Wealth
California
$483K -$132K -1,115 -22%
ARC
468
Advisor Resource Council
Texas
$482K +$477K +4,034 New
KSWA
469
Kathleen S. Wright Associates
Pennsylvania
$482K +$8.27K +70 +2%
TFGT
470
TS Financial Group (TSFG)
Illinois
$481K +$75.6K +640 +19%
ACGA
471
Atlanta Consulting Group Advisors
Georgia
$480K +$474K +4,014 New
OFG
472
Omega Financial Group
California
$480K -$132K -1,115 -22%
MBTD
473
Mechanics Bank - Trust Department
California
$478K +$473K +4,000 New
PI
474
PFG Investments
New York
$475K -$15.7K -133 -3%
RB
475
Renasant Bank
Mississippi
$467K -$827 -7 -0.2%