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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
C
551
Certuity
Florida
$265K -$13.4K -113 -5%
WA
552
Westfuller Advisors
New York
$265K +$261K +2,212 New
Fisher Asset Management
553
Fisher Asset Management
Washington
$264K +$260K +2,203 New
DFA
554
DHK Financial Advisors
New Hampshire
$263K +$260K +2,200 New
BJL
555
Brighton Jones LLC
Washington
$261K -$553K -4,682 -68%
CAG
556
Csenge Advisory Group
Florida
$259K -$141K -1,194 -35%
CFG
557
Citizens Financial Group
Rhode Island
$251K -$355 -3 -0.1%
FIA
558
Foundations Investment Advisors
Arizona
$251K -$12.1K -102 -5%
MPCL
559
My Personal CFO LLC
Washington
$251K
NC
560
Napatree Capital
Rhode Island
$247K
FBB
561
Fulton Breakefield Broenniman
Maryland
$247K
SWM
562
SeaCrest Wealth Management
New York
$246K +$243K +2,056 New
FA
563
Flagstar Advisors
New York
$245K +$1.3K +11 +0.5%
TFA
564
Tobias Financial Advisors
Florida
$244K
FFM
565
Flagstone Financial Management
Nebraska
$243K
CFD
566
Creative Financial Designs
Indiana
$243K +$32.5K +275 +16%
HIP
567
HUB Investment Partners
Texas
$242K -$29.1K -246 -11%
PVI
568
Pine Valley Investments
New Jersey
$240K -$45.9K -388 -16%
CGA
569
Crescent Grove Advisors
Illinois
$240K +$19.9K +168 +9%
PPH
570
Pure Portfolios Holdings
Oregon
$239K +$237K +2,002 New
IFA
571
Interactive Financial Advisors
Illinois
$233K -$8.04K -68 -3%
SL
572
SWMG LLC
Texas
$232K +$237K +2,003 New
RA
573
RFG Advisory
Alabama
$232K +$229K +1,937 New
LNB
574
Ledyard National Bank
$229K +$226K +1,913 New
CSC
575
Caldwell Sutter Capital
California
$225K +$4.73K +40 +2%