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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
TFCP
501
Twin Focus Capital Partners
Massachusetts
$383K +$378K +3,200 New
AA
502
AlphaCentric Advisors
Puerto Rico
$374K -$125K -1,060 -25%
SLG
503
Stanley-Laman Group
Pennsylvania
$373K +$17.3K +146 +5%
TPA
504
Trivium Point Advisory
Connecticut
$370K -$244K -2,067 -39%
CST
505
Charles Schwab Trust
Nevada
$368K -$20K -169 -5%
WDC
506
Woodward Diversified Capital
California
$367K +$7.8K +66 +2%
SFA
507
Sequoia Financial Advisors
Ohio
$367K +$114K +967 +46%
BIA
508
Bigelow Investment Advisors
Maine
$362K -$5.2K -44 -1%
PFA
509
Petra Financial Advisors
Colorado
$359K -$24K -203 -6%
JFG
510
JMG Financial Group
Illinois
$358K -$41.4K -350 -10%
LCGC
511
Legacy Capital Group California
California
$357K +$113K +955 +47%
RF
512
Robinswood Financial
Washington
$357K -$2.36K -20 -0.7%
BCA
513
Bay Colony Advisors
Massachusetts
$357K +$352K +2,982 New
HBS
514
Howard Bailey Securities
Indiana
$356K +$351K +2,973 New
SOS
515
Silver Oak Securities
Tennessee
$350K +$133K +1,126 +52%
MLA
516
My Legacy Advisors
Oregon
$347K +$115K +974 +51%
VCM
517
Verger Capital Management
North Carolina
$347K +$343K +2,900 New
WTC
518
WhitTier Trust Company
Nevada
$344K +$4.02K +34 +1%
VPI
519
Value Partners Investments
Manitoba, Canada
$343K
KIM
520
Kestra Investment Management
Texas
$343K +$338K +2,864 New
SC
521
Scotia Capital
Ontario, Canada
$340K
UI
522
Unconventional Investor
New Hampshire
$340K +$355 +3 +0.1%
CWM
523
Chemistry Wealth Management
New York
$333K -$11.1K -94 -3%
EWA
524
EP Wealth Advisors
California
$332K -$27.5K -233 -8%
WFA
525
WestHill Financial Advisors
California
$327K +$3.78K +32 +1%