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iShares 3-7 Year Treasury Bond ETF

726 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 104 funds opening new positions, 284 increasing their positions, 234 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+6
Holders Change %
+0.83%
% 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
0.73%
New
104
Increased
284
Reduced
234
Closed
78
Calls
$135M
Puts
$61M
Net Calls
+$74.1M
Net Calls Change
+$60.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
576
Foundations Investment Advisors
Arizona
$224K -$19K -164 -8%
KPWM
577
KDK Private Wealth Management
Texas
$223K +$223K +1,935 New
DWM
578
Dakota Wealth Management
Florida
$223K +$223K +1,931 New
LNB
579
Ledyard National Bank
$221K
IFA
580
Interactive Financial Advisors
Illinois
$219K -$5.43K -47 -2%
RPGK
581
Retirement Planning Group (Kansas)
Kansas
$218K +$218K +1,887 New
PIMG
582
Patriot Investment Management Group
Tennessee
$216K
WGCA
583
Wolf Group Capital Advisors
Virginia
$213K
DJSG
584
D.J. St. Germain
Massachusetts
$212K
GA
585
Greenspring Advisors
Maryland
$211K
MWM
586
Modera Wealth Management
New Jersey
$210K
MBFW
587
Morton Brown Family Wealth
Pennsylvania
$210K -$1.16K -10 -0.5%
MIFH
588
Migdal Insurance & Financial Holdings
Israel
$205K -$388K -3,360 -65%
EWM
589
Evercore Wealth Management
New York
$203K
B
590
Bensler
Washington
$203K +$6.36K +55 +3%
GSEP
591
Golden State Equity Partners
California
$203K +$203K +1,756 New
HSA
592
HBK Sorce Advisory
Pennsylvania
$203K -$56.6K -490 -22%
PAS
593
PKS Advisory Services
New York
$201K +$201K +1,740 New
PIA
594
Perennial Investment Advisors
California
$200K
LC
595
Lavaca Capital
Texas
$200K +$1.85K +16 +0.9%
CAL
596
Capital Analysts LLC
Pennsylvania
$194K -$4.75K -41 -2%
CF
597
Centaurus Financial
California
$188K -$6.37K -55 -3%
WWM
598
Wolff Wiese Magana
California
$182K
IRC
599
Investors Research Corp
Georgia
$174K +$2.66K +23 +2%
RI
600
Ridgewood Investments
New Jersey
$173K