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iShares 3-7 Year Treasury Bond ETF

734 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 285 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $135M | Put options by funds: $61M

38% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 78

21% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 235

15% more funds holding in top 10

Funds holding in top 10: 4855 (+7)

3.75% more ownership

Funds ownership: 78.4%82.15% (+3.7%)

1% more funds holding

Funds holding: 724734 (+10)

1% less capital invested

Capital invested by funds: $11.9B → $11.9B (-$79.9M)

Holders
734
Holders Change
+10
Holders Change %
+1.38%
% of All Funds
9.67%
Holding in Top 10
55
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.58%
% of All Funds
0.72%
New
108
Increased
285
Reduced
235
Closed
78
Calls
$135M
Puts
$61M
Net Calls
+$74.1M
Net Calls Change
+$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
26
Huntington National Bank
Ohio
$97.2M
BlackRock
27
BlackRock
New York
$83.6M -$1.62M -13,914 -2%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$77.6M +$2.74M +23,471 +4%
FWI
29
Facet Wealth Inc
Maryland
$77.3M +$4.91M +42,072 +7%
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.4M -$77.8M -666,816 -52%
SPIA
31
Strategic Point Investment Advisors
Rhode Island
$67.5M +$21.9M +187,607 +47%
Mariner
32
Mariner
Kansas
$67.4M +$60.6M +518,852 +808%
CF
33
Clarity Financial
Texas
$64.2M +$1.8M +15,399 +3%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$62.4M +$3.23M +27,654 +5%
SFG
35
SNS Financial Group
Minnesota
$62.4M +$2.48M +21,215 +4%
WL
36
WIT LLC
District of Columbia
$58.7M +$205M +1,755,326 +99,905%
ECM
37
Evergreen Capital Management
Washington
$56.8M +$614K +5,257 +1%
CA
38
CSM Advisors
Pennsylvania
$52.4M +$26.5M +226,700 +100%
Victory Capital Management
39
Victory Capital Management
Texas
$50.6M -$3.19M -27,371 -6%
CFIA
40
Cantor Fitzgerald Investment Advisors
New York
$48.9M -$9.59M -82,150 -16%
KeyBank National Association
41
KeyBank National Association
Ohio
$46.1M +$1.95M +16,750 +4%
AAG
42
Armstrong Advisory Group
Massachusetts
$45.1M +$2.03M +17,413 +5%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$43.7M +$8.26M +70,760 +23%
TPCW
44
TD Private Client Wealth
New York
$43.1M +$1.35M +11,529 +3%
SF
45
Synovus Financial
Georgia
$42.8M +$1.13M +9,643 +3%
Kovitz Investment Group Partners
46
Kovitz Investment Group Partners
Illinois
$42.1M -$15.7M -134,284 -27%
DI
47
DDFG Inc
California
$39.8M +$779K +6,677 +2%
Lido Advisors
48
Lido Advisors
California
$37M +$35.9M +307,602 +2,462%
CRC
49
Curi RMB Capital
Illinois
$35.7M +$3.16M +27,049 +10%
BCMO
50
Buckingham Capital Management (Ohio)
Ohio
$34.7M -$330K -2,824 -0.9%