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iShares 3-7 Year Treasury Bond ETF

775 hedge funds and large institutions have $14.3B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 348 increasing their positions, 221 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 768775 (+7)

2% less call options, than puts

Call options by funds: $110M | Put options by funds: $111M

3% less funds holding in top 10

Funds holding in top 10: 6159 (-2)

Holders
775
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$111M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
601
Root Financial Partners
California
$255K
VAG
602
VisionPoint Advisory Group
Texas
$254K
PIA
603
Perennial Investment Advisors
California
$254K
KWMG
604
King Wealth Management Group
Florida
$252K
NS
605
NBC Securities
Alabama
$250K
FIA
606
Foundations Investment Advisors
Arizona
$248K
DIP
607
DT Investment Partners
Pennsylvania
$247K
OA
608
Oxbow Advisors
Texas
$244K
FFM
609
Flagstone Financial Management
Nebraska
$244K
TFA
610
Tobias Financial Advisors
Florida
$243K
CPSC
611
Carl P. Sherr & Co
Massachusetts
$241K
CCAL
612
City Center Advisors LLC
Michigan
$241K
FTS
613
Fifth Third Securities
Ohio
$241K
CFD
614
Creative Financial Designs
Indiana
$240K
CAAM
615
Cornerstone Advisors Asset Management
Pennsylvania
$239K
QWP
616
Quotient Wealth Partners
Texas
$235K
KPWM
617
KDK Private Wealth Management
Texas
$234K
DWM
618
Dopkins Wealth Management
New York
$232K
FA
619
Flagstar Advisors
New York
$231K
BRWA
620
B. Riley Wealth Advisors
Florida
$230K
FCM
621
Firestone Capital Management
Florida
$230K
LNB
622
Ledyard National Bank
$229K
KWM
623
Keebeck Wealth Management
Illinois
$226K
SA
624
Sovran Advisors
California
$225K
MWM
625
Modera Wealth Management
New Jersey
$224K