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iShares 3-7 Year Treasury Bond ETF

723 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, 221 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: 221

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: 667723 (+56)

2.05% more ownership

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

Holders
723
Holders Change
+56
Holders Change %
+8.4%
% of All Funds
10.38%
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
221
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
HNB
26
Huntington National Bank
Ohio
$94.2M
BlackRock
27
BlackRock
New York
$88.2M -$74.4M -629,290 -46%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$77.5M +$33.7M +285,268 +79%
FWI
29
Facet Wealth Inc
Maryland
$72.5M +$4.59M +38,831 +7%
CF
30
Clarity Financial
Texas
$64.6M +$31.9M +270,178 +100%
WL
31
WIT LLC
District of Columbia
$64M +$98.6K +834 +90%
SFG
32
SNS Financial Group
Minnesota
$62.1M +$1.87M +15,820 +3%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$61.3M +$1.51M +12,750 +3%
CFIA
34
Cantor Fitzgerald Investment Advisors
New York
$60.4M +$3.87M +32,736 +7%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$59.6M +$25.1M +212,472 +74%
ECM
36
Evergreen Capital Management
Washington
$58.2M +$7.51M +63,552 +15%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$56M +$52.8M +447,119 +2,099%
Victory Capital Management
38
Victory Capital Management
Texas
$55.7M -$1.61M -13,608 -3%
SPIA
39
Strategic Point Investment Advisors
Rhode Island
$47.5M +$1.61M +13,590 +4%
KeyBank National Association
40
KeyBank National Association
Ohio
$45.7M -$1.71M -14,510 -4%
AAG
41
Armstrong Advisory Group
Massachusetts
$44.6M +$4.88M +41,279 +12%
Citadel Advisors
42
Citadel Advisors
Florida
$43.4M +$31.7M +268,311 +284%
TPCW
43
TD Private Client Wealth
New York
$43.3M +$64.2K +543 +0.2%
SF
44
Synovus Financial
Georgia
$43.2M +$449K +3,800 +1%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$40.5M +$3.83M +32,436 +11%
DI
46
DDFG Inc
California
$40.4M +$10M +85,011 +34%
HighTower Advisors
47
HighTower Advisors
Illinois
$38.1M +$15.9M +134,620 +73%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$36.7M +$3.47M +29,334 +11%
BCMO
49
Buckingham Capital Management (Ohio)
Ohio
$36.2M -$225K -1,900 -0.6%
RWP
50
RWA Wealth Partners
Massachusetts
$35.8M -$397K -3,363 -1%