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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
SAM
501
Synergy Asset Management
Washington
$378K +$382K +3,270 New
CA
502
Crumly & Associates
Illinois
$377K +$93.4K +800 +32%
FAM
503
Forte Asset Management
New York
$376K
AWM
504
Aries Wealth Management
Maine
$374K
AIM
505
Alhambra Investment Management
Florida
$372K +$58.4K +500 +18%
SG
506
StoneX Group
New York
$361K +$364K +3,121 New
GWA
507
Genesis Wealth Advisors
Massachusetts
$361K +$364K +3,120 New
CST
508
Charles Schwab Trust
Nevada
$360K +$4.43K +38 +1%
AWA
509
Arkadios Wealth Advisors
Georgia
$356K -$33.7K -289 -9%
SPC
510
Sigma Planning Corp
Michigan
$354K -$23.7K -203 -6%
MPW
511
Magnolia Private Wealth
Pennsylvania
$351K +$355K +3,039 New
CGA
512
Crescent Grove Advisors
Illinois
$350K +$119K +1,017 +51%
PFA
513
Petra Financial Advisors
Colorado
$347K
CWMA
514
Capstone Wealth Management (Alabama)
Alabama
$347K +$350K +3,000 New
MBTD
515
Mechanics Bank - Trust Department
California
$347K -$117K -1,000 -25%
JFG
516
JMG Financial Group
Illinois
$346K
RF
517
Robinswood Financial
Washington
$345K
TPA
518
Trivium Point Advisory
Connecticut
$342K -$27K -231 -7%
WFA
519
WestHill Financial Advisors
California
$336K +$19.8K +170 +6%
MLA
520
My Legacy Advisors
Oregon
$336K +$817 +7 +0.2%
PPC
521
Park Place Capital
Alabama
$336K -$218K -1,872 -39%
SFA
522
Sequoia Financial Advisors
Ohio
$331K -$24K -206 -7%
SC
523
Scotia Capital
Ontario, Canada
$328K
AWM
524
Adams Wealth Management
Utah
$326K -$59.5K -510 -15%
CI
525
CacheTech Inc
Utah
$326K -$59.5K -510 -15%