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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
UI
526
Unconventional Investor
New Hampshire
$322K -$5.84K -50 -2%
VWM
527
Valley Wealth Managers
New Jersey
$322K -$72.2K -619 -18%
CSC
528
Caldwell Sutter Capital
California
$320K +$103K +884 +47%
CFD
529
Creative Financial Designs
Indiana
$317K +$82.5K +707 +35%
EWA
530
EP Wealth Advisors
California
$314K -$6.65K -57 -2%
ACP
531
Aveo Capital Partners
Colorado
$304K -$490K -4,200 -61%
PTC
532
Private Trust Company
Ohio
$304K -$9.45K -81 -3%
FA
533
Fiducient Advisors
Illinois
$303K
VPI
534
Value Partners Investments
Manitoba, Canada
$301K -$30K -257 -9%
AA
535
Alesco Advisors
New York
$299K -$120K -1,030 -29%
BB
536
Busey Bank
Illinois
$296K
FFC
537
Frederick Financial Consultants
Maryland
$296K +$299K +2,559 New
RF
538
Rossby Financial
Florida
$295K +$298K +2,550 New
GFG
539
Goldstone Financial Group
Illinois
$295K -$2.4M -20,521 -89%
HIF
540
Hill Island Financial
Michigan
$294K +$117 +1 +0%
TPWA
541
TRUE Private Wealth Advisors
Oregon
$291K
B
542
Bellecapital
Switzerland
$285K -$25.7K -220 -8%
DTC
543
Davidson Trust Company
Washington
$284K -$200K -1,715 -41%
WAM
544
WNY Asset Management
New York
$283K -$265K -2,273 -48%
Empower Advisory Group
545
Empower Advisory Group
Colorado
$281K -$114K -977 -29%
CCAL
546
City Center Advisors LLC
Michigan
$281K +$1.05K +9 +0.4%
BFO
547
Boston Family Office
Massachusetts
$279K +$282K +2,413 New
DWAM
548
Duncan Williams Asset Management
Tennessee
$279K +$13.5K +116 +5%
ACP
549
Argyle Capital Partners
California
$271K +$273K +2,342 New
CWM
550
Chemistry Wealth Management
New York
$268K -$53.7K -460 -17%