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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
RI
601
Ridgewood Investments
New Jersey
$179K +$32.5K +275 +23%
IRC
602
Investors Research Corp
Georgia
$177K +$6.85K +58 +4%
FFA
603
Farther Finance Advisors
California
$168K -$491K -4,152 -75%
EB
604
Eastern Bank
Massachusetts
$159K +$157K +1,328 New
CWP
605
Concord Wealth Partners
Virginia
$159K
HGERS
606
Householder Group Estate & Retirement Specialist
Arizona
$152K +$13.6K +115 +10%
BTI
607
Blue Trust Inc
Georgia
$150K +$91.1K +771 +145%
AIP
608
Ameritas Investment Partners
Nebraska
$150K +$827 +7 +0.6%
DIP
609
DT Investment Partners
Pennsylvania
$139K -$118 -1 -0.1%
VF
610
VitalStone Financial
Texas
$134K +$133K +1,123 New
CB
611
CNB Bank
Pennsylvania
$133K
WWP
612
WR Wealth Planners
Missouri
$132K
VAG
613
VisionPoint Advisory Group
Texas
$129K -$1.3K -11 -1%
BCWM
614
Bartlett & Co Wealth Management
Ohio
$118K
LFASL
615
Lugano Financial Advisors SA (LFA)
Switzerland
$110K +$109K +919 New
LCM
616
Logan Capital Management
Pennsylvania
$98.4K +$97.3K +823 New
SIS
617
Strategic Investment Solutions
Illinois
$94.7K +$93.6K +792 New
MA
618
Montag & Associates
Georgia
$91.4K
CPA
619
Cardiff Park Advisors
California
$85.2K
MA
620
MCF Advisors
Kentucky
$84.2K
CT
621
Clearstead Trust
Maine
$83.8K
EWA
622
Elevate Wealth Advisory
Georgia
$83.5K
BA
623
Bristlecone Advisors
Washington
$83.5K +$82.5K +698 New
TCM
624
TruNorth Capital Management
Michigan
$80.1K +$79.2K +670 New
TCOV
625
Trust Company of Vermont
Vermont
$77.7K