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iShares 3-7 Year Treasury Bond ETF

766 hedge funds and large institutions have $12.8B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 272 increasing their positions, 299 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0% less funds holding

Funds holding: 767766 (-1)

9% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 299

1.26% less ownership

Funds ownership: 83.44%82.18% (-1.3%)

Holders
766
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$128M
Puts
$104M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
601
Perennial Investment Advisors
California
$254K
UAS
602
United Asset Strategies
New York
$252K
DIP
603
DT Investment Partners
Pennsylvania
$251K
MPCL
604
My Personal CFO LLC
Washington
$250K
NP
605
NorthRock Partners
Minnesota
$248K
W
606
Wealthquest
Ohio
$246K
FFM
607
Flagstone Financial Management
Nebraska
$243K
TFA
608
Tobias Financial Advisors
Florida
$243K
DIA
609
Dana Investment Advisors
Wisconsin
$240K
CPSC
610
Carl P. Sherr & Co
Massachusetts
$240K
HWM
611
HB Wealth Management
Georgia
$240K
CAS
612
Coppell Advisory Solutions
Texas
$239K
AL
613
Aspiriant LLC
California
$239K
B
614
Bensler
Washington
$235K
SA
615
Sovran Advisors
California
$234K
KPWM
616
KDK Private Wealth Management
Texas
$233K
DWM
617
Dopkins Wealth Management
New York
$231K
AFG
618
Arkansas Financial Group
Arkansas
$231K
FA
619
Flagstar Advisors
New York
$229K
LNB
620
Ledyard National Bank
$228K
BRWA
621
B. Riley Wealth Advisors
Florida
$226K
SPC
622
Sigma Planning Corp
Michigan
$225K
OA
623
Oxbow Advisors
Texas
$225K
IFA
624
Interactive Financial Advisors
Illinois
$222K
DJSG
625
D.J. St. Germain
Massachusetts
$219K