We are live on ! Find out more
IEI icon

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
LC
601
Lavaca Capital
Texas
$200K +$1.87K +16 +0.9%
CAL
602
Capital Analysts LLC
Pennsylvania
$194K -$4.79K -41 -2%
CF
603
Centaurus Financial
California
$188K -$6.42K -55 -3%
WWM
604
Wolff Wiese Magana
California
$182K
IRC
605
Investors Research Corp
Georgia
$174K +$2.68K +23 +2%
RI
606
Ridgewood Investments
New Jersey
$173K
LCM
607
Logan Capital Management
Pennsylvania
$166K +$71.8K +615 +75%
WWP
608
WR Wealth Planners
Missouri
$159K +$31.7K +272 +25%
EB
609
Eastern Bank
Massachusetts
$153K
CWP
610
Concord Wealth Partners
Virginia
$153K
VAG
611
VisionPoint Advisory Group
Texas
$151K +$26.8K +230 +21%
FFA
612
Farther Finance Advisors
California
$148K -$14.4K -123 -9%
HGERS
613
Householder Group Estate & Retirement Specialist
Arizona
$147K
AIP
614
Ameritas Investment Partners
Nebraska
$146K +$1.17K +10 +0.8%
DIP
615
DT Investment Partners
Pennsylvania
$140K +$5.49K +47 +4%
FHA
616
First Horizon Advisors
Tennessee
$131K +$63.1K +541 +92%
CB
617
CNB Bank
Pennsylvania
$129K
PA
618
Parallel Advisors
California
$124K -$169K -1,448 -57%
BCWM
619
Bartlett & Co Wealth Management
Ohio
$114K
LFASL
620
Lugano Financial Advisors SA (LFA)
Switzerland
$106K
WTC
621
WhitTier Trust Company
Nevada
$102K -$232K -1,990 -69%
RCA
622
Runnymede Capital Advisors
Ohio
$88.4K +$89.3K +765 New
1IA
623
1620 Investment Advisors
Massachusetts
$84.1K +$39.3K +337 +86%
CPA
624
Cardiff Park Advisors
California
$82.3K
OLVIG
625
Oliver Lagore Vanvalin Investment Group
Michigan
$81.5K -$13.4M -114,648 -99%