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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
WA
551
Westfuller Advisors
New York
$265K +$261K +2,212 New
Fisher Asset Management
552
Fisher Asset Management
Washington
$264K +$260K +2,203 New
DFA
553
DHK Financial Advisors
New Hampshire
$263K +$260K +2,200 New
BJL
554
Brighton Jones LLC
Washington
$261K -$553K -4,682 -68%
CAG
555
Csenge Advisory Group
Florida
$259K -$141K -1,194 -35%
CFG
556
Citizens Financial Group
Rhode Island
$251K -$355 -3 -0.1%
FIA
557
Foundations Investment Advisors
Arizona
$251K -$12.1K -102 -5%
MPCL
558
My Personal CFO LLC
Washington
$251K
NC
559
Napatree Capital
Rhode Island
$247K
FBB
560
Fulton Breakefield Broenniman
Maryland
$247K
SWM
561
SeaCrest Wealth Management
New York
$246K +$243K +2,056 New
FA
562
Flagstar Advisors
New York
$245K +$1.3K +11 +0.5%
TFA
563
Tobias Financial Advisors
Florida
$244K
FFM
564
Flagstone Financial Management
Nebraska
$243K
CFD
565
Creative Financial Designs
Indiana
$243K +$32.5K +275 +16%
HIP
566
HUB Investment Partners
Texas
$242K -$29.1K -246 -11%
PVI
567
Pine Valley Investments
New Jersey
$240K -$45.9K -388 -16%
CGA
568
Crescent Grove Advisors
Illinois
$240K +$19.9K +168 +9%
PPH
569
Pure Portfolios Holdings
Oregon
$239K +$237K +2,002 New
IFA
570
Interactive Financial Advisors
Illinois
$233K -$8.04K -68 -3%
SL
571
SWMG LLC
Texas
$232K +$237K +2,003 New
RA
572
RFG Advisory
Alabama
$232K +$229K +1,937 New
LNB
573
Ledyard National Bank
$229K +$226K +1,913 New
CSC
574
Caldwell Sutter Capital
California
$225K +$4.73K +40 +2%
SPIA
575
Steward Partners Investment Advisory
New York
$225K +$69K +584 +45%