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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
LCGC
551
Legacy Capital Group California
California
$266K -$79.5K -681 -23%
CCA
552
Cobblestone Capital Advisors
New York
$265K +$268K +2,295 New
EPAM
553
Evelyn Partners Asset Management
$263K +$266K +2,279 New
KA
554
Kovack Advisors
Florida
$261K +$264K +2,260 New
HIP
555
HUB Investment Partners
Texas
$260K +$26.6K +228 +11%
BJL
556
Brighton Jones LLC
Washington
$259K +$7.47K +64 +3%
WA
557
Westfuller Advisors
New York
$258K +$2.1K +18 +0.8%
WDC
558
Woodward Diversified Capital
California
$256K -$99.4K -852 -28%
WHCI
559
W.H. Cornerstone Investments
Massachusetts
$256K +$258K +2,213 New
DFA
560
DHK Financial Advisors
New Hampshire
$254K
MIA
561
MMBG Investment Advisors
Florida
$253K +$51.4K +440 New
C
562
Certuity
Florida
$246K -$9.45K -81 -4%
MPCL
563
My Personal CFO LLC
Washington
$242K
FFM
564
Flagstone Financial Management
Nebraska
$241K +$5.95K +51 +3%
BOPW
565
Brandywine Oak Private Wealth
Pennsylvania
$241K +$243K +2,082 New
CFG
566
Citizens Financial Group
Rhode Island
$239K -$3.85K -33 -2%
NC
567
Napatree Capital
Rhode Island
$239K
FA
568
Flagstar Advisors
New York
$239K +$1.87K +16 +0.8%
TIAA Trust, National Association
569
TIAA Trust, National Association
North Carolina
$237K +$239K +2,048 New
RA
570
RFG Advisory
Alabama
$236K +$12.4K +106 +5%
TFA
571
Tobias Financial Advisors
Florida
$235K
KWMG
572
King Wealth Management Group
Florida
$235K +$238K +2,036 New
KFS
573
Kelly Financial Services
Massachusetts
$234K +$234K +2,009 New
AL
574
ACAS LLC
California
$231K -$48.8K -418 -17%
KIM
575
Kestra Investment Management
Texas
$231K -$101K -867 -30%