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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
MWM
576
Mittelman Wealth Management
Massachusetts
$229K +$231K +1,980 New
IAS
577
Insigneo Advisory Services
Florida
$228K +$27.7K +237 +14%
Wolverine Trading
578
Wolverine Trading
Illinois
$228K -$621K -5,318 -73%
WS
579
Wedbush Securities
California
$227K -$75.4K -646 -25%
SL
580
SWMG LLC
Texas
$227K -$4.79K -41 -2%
RB
581
Renasant Bank
Mississippi
$225K -$229K -1,960 -50%
FIA
582
Foundations Investment Advisors
Arizona
$224K -$19.1K -164 -8%
KPWM
583
KDK Private Wealth Management
Texas
$223K +$226K +1,935 New
DWM
584
Dakota Wealth Management
Florida
$223K +$225K +1,931 New
LNB
585
Ledyard National Bank
$221K
IFA
586
Interactive Financial Advisors
Illinois
$219K -$5.49K -47 -2%
RPGK
587
Retirement Planning Group (Kansas)
Kansas
$218K +$220K +1,887 New
PIMG
588
Patriot Investment Management Group
Tennessee
$216K
WGCA
589
Wolf Group Capital Advisors
Virginia
$213K
DJSG
590
D.J. St. Germain
Massachusetts
$212K
GA
591
Greenspring Advisors
Maryland
$211K
MWM
592
Modera Wealth Management
New Jersey
$210K
MBFW
593
Morton Brown Family Wealth
Pennsylvania
$210K -$1.17K -10 -0.5%
MIFH
594
Migdal Insurance & Financial Holdings
Israel
$205K -$392K -3,360 -65%
EWM
595
Evercore Wealth Management
New York
$203K
B
596
Bensler
Washington
$203K +$6.42K +55 +3%
GSEP
597
Golden State Equity Partners
California
$203K +$205K +1,756 New
HSA
598
HBK Sorce Advisory
Pennsylvania
$203K -$57.2K -490 -22%
PAS
599
PKS Advisory Services
New York
$201K +$203K +1,740 New
PIA
600
Perennial Investment Advisors
California
$200K