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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
PIMG
576
Patriot Investment Management Group
Tennessee
$224K +$10K +85 +5%
SIM
577
Stratos Investment Management
Ohio
$223K +$220K +1,864 New
NL
578
NDWM LLC
California
$223K +$220K +1,863 New
DJSG
579
D.J. St. Germain
Massachusetts
$220K -$70.9K -600 -25%
MBFW
580
Morton Brown Family Wealth
Pennsylvania
$219K
GA
581
Greenspring Advisors
Maryland
$218K
MWM
582
Modera Wealth Management
New Jersey
$218K +$215K +1,821 New
VWA
583
Visionary Wealth Advisors
Illinois
$217K -$1.77K -15 -0.8%
TFG
584
Tull Financial Group
Virginia
$214K +$212K +1,793 New
WGCA
585
Wolf Group Capital Advisors
Virginia
$213K +$218K +1,843 New
PSP
586
Pacific Sage Partners
Washington
$211K -$48.9K -414 -19%
UBG
587
United Bank (Georgia)
Georgia
$211K -$9.45K -80 -4%
EWM
588
Evercore Wealth Management
New York
$211K
IAS
589
Insigneo Advisory Services
Florida
$208K -$7.09K -60 -3%
PIA
590
Perennial Investment Advisors
California
$207K +$205K +1,731 New
LC
591
Lavaca Capital
Texas
$205K +$203K +1,715 New
CAL
592
Capital Analysts LLC
Pennsylvania
$205K +$70K +592 +53%
AMBIA
593
Allen Mooney & Barnes Investment Advisors
Georgia
$204K +$202K +1,709 New
B
594
Bensler
Washington
$204K +$201K +1,702 New
UAG
595
United Advisor Group
Ohio
$203K +$201K +1,697 New
CF
596
Centaurus Financial
California
$201K -$949K -8,033 -83%
HIS
597
Harvest Investment Services
Illinois
$201K +$198K +1,677 New
CLOS
598
Compagnie Lombard Odier SCmA
Switzerland
$199K +$196K +1,661 New
BCV
599
Banque Cantonale Vaudoise
Switzerland
$194K +$68.3K +578 +55%
WWM
600
Wolff Wiese Magana
California
$189K +$67.8K +574 +57%