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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
LMKC
476
L.M. Kohn & Company
Ohio
$448K +$453K +3,879 New
TFGT
477
TS Financial Group (TSFG)
Illinois
$445K -$19.4K -166 -4%
MA
478
Maxele Advisors
Missouri
$444K +$448K +3,839 New
GS
479
GTS Securities
New York
$439K -$15.3M -130,819 -97%
AWM
480
Accurate Wealth Management
Florida
$435K -$37K -317 -8%
SLG
481
Stanley-Laman Group
Pennsylvania
$433K +$73.5K +630 +20%
BL
482
BFSG LLC
California
$430K
VFA
483
Voya Financial Advisors
Connecticut
$430K +$53.7K +460 +14%
PF
484
Phoenix Financial
Israel
$425K -$14K -120 -3%
PG
485
Patten Group
Tennessee
$419K -$49.7K -426 -11%
BIA
486
Bigelow Investment Advisors
Maine
$417K +$67.6K +579 +19%
SAA
487
Southeast Asset Advisors
Georgia
$414K +$3.38K +29 +0.8%
FIM
488
Freedom Investment Management
Connecticut
$409K -$30.3K -260 -7%
PFM
489
Potomac Fund Management
Florida
$403K +$407K +3,485 New
WWM
490
Western Wealth Management
Colorado
$403K -$267K -2,287 -40%
PP
491
PrairieView Partners
Minnesota
$401K -$75.9K -650 -16%
CCM
492
Crabel Capital Management
California
$400K -$2.82M -24,172 -87%
MGIA
493
Moneta Group Investment Advisors
Missouri
$400K +$404K +3,464 New
EWA
494
ERTS Wealth Advisors
Michigan
$399K -$115K -983 -22%
RBC
495
Roble Belko & Company
Pennsylvania
$396K
MPW
496
MGO Private Wealth
California
$392K +$396K +3,392 New
Members Trust
497
Members Trust
Florida
$386K +$12.8K +110 +3%
WPA
498
West Paces Advisors
Georgia
$386K
VCP
499
Vista Capital Partners
Oregon
$385K
ES
500
Eagle Strategies
New York
$383K +$387K +3,317 New