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
PTC
526
Private Trust Company
Ohio
$325K +$26.4K +223 +9%
HT
527
Headlands Technologies
Illinois
$323K +$319K +2,699 New
B
528
Bellecapital
Switzerland
$321K -$50.3K -426 -14%
FA
529
Fiducient Advisors
Illinois
$314K
AP
530
Atwood & Palmer
Missouri
$313K +$309K +2,618 New
WS
531
Wedbush Securities
California
$313K +$8.27K +70 +3%
BB
532
Busey Bank
Illinois
$307K
RW
533
REDW Wealth
New Mexico
$304K +$827 +7 +0.3%
HIF
534
Hill Island Financial
Michigan
$304K +$2.36K +20 +0.8%
IC
535
Innealta Capital
Texas
$304K -$1.89K -16 -0.6%
PA
536
Parallel Advisors
California
$302K +$225K +1,903 +307%
TPWA
537
TRUE Private Wealth Advisors
Oregon
$301K +$297K +2,517 New
FUBT
538
First United Bank & Trust
Maryland
$296K +$38.5K +326 +15%
CA
539
Crumly & Associates
Illinois
$295K +$291K +2,465 New
CCAL
540
City Center Advisors LLC
Michigan
$289K +$286K +2,420 New
AL
541
ACAS LLC
California
$288K
CFO
542
CVA Family Office
Colorado
$286K +$43.6K +369 +18%
CWP
543
Core Wealth Partners
California
$286K +$69.5K +588 +33%
WC
544
Waterloo Capital
Texas
$276K +$272K +2,304 New
DWAM
545
Duncan Williams Asset Management
Tennessee
$275K +$271K +2,297 New
ATS
546
Ashton Thomas Securities
New York
$273K +$6.74K +57 +3%
WE
547
Wealth Effects
Massachusetts
$271K
HSA
548
HBK Sorce Advisory
Pennsylvania
$269K +$58.7K +497 +28%
SYBT
549
Stock Yards Bank & Trust
Kentucky
$266K +$41.4K +350 +19%
C
550
Certuity
Florida
$265K -$13.4K -113 -5%