We are live on ! Find out more
IEI icon

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
PA
476
Parkside Advisors
California
$457K -$672K -5,684 -60%
PF
477
Phoenix Financial
Israel
$454K -$146K -1,236 -25%
FIM
478
Freedom Investment Management
Connecticut
$454K
ATPW
479
Ashton Thomas Private Wealth
Arizona
$452K +$346K +2,927 +344%
BL
480
BFSG LLC
California
$445K -$180K -1,523 -29%
BWM
481
Brophy Wealth Management
New Hampshire
$441K +$436K +3,688 New
FA
482
Fiduciary Alliance
South Carolina
$439K -$21.2K -179 -5%
AA
483
Alesco Advisors
New York
$432K -$10K -85 -2%
SAA
484
Southeast Asset Advisors
Georgia
$425K
VA
485
Valmark Advisers
Ohio
$423K -$47.2K -399 -10%
LFAS
486
Level Four Advisory Services
Texas
$422K -$27.8K -235 -6%
RBC
487
Roble Belko & Company
Pennsylvania
$410K
Empower Advisory Group
488
Empower Advisory Group
Colorado
$408K -$66.5K -563 -14%
VWM
489
Valley Wealth Managers
New Jersey
$407K -$21.7K -184 -5%
AWA
490
Arkadios Wealth Advisors
Georgia
$403K +$71K +601 +22%
SAS
491
Stelac Advisory Services
New York
$400K +$201K +1,703 +104%
WPA
492
West Paces Advisors
Georgia
$399K -$308K -2,607 -44%
VCP
493
Vista Capital Partners
Oregon
$398K -$2.25K -19 -0.6%
AWM
494
Adams Wealth Management
Utah
$398K -$2.84K -24 -0.7%
CI
495
CacheTech Inc
Utah
$398K -$2.84K -24 -0.7%
SPC
496
Sigma Planning Corp
Michigan
$391K +$36.8K +311 +11%
VFA
497
Voya Financial Advisors
Connecticut
$391K +$385K +3,261 New
FAM
498
Forte Asset Management
New York
$389K
AWM
499
Aries Wealth Management
Maine
$387K +$10.8K +91 +3%
Members Trust
500
Members Trust
Florida
$386K -$72.8K -616 -16%