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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
FCA
626
FinTrust Capital Advisors
South Carolina
$76.5K
OHWP
627
Oak Harbor Wealth Partners
North Carolina
$76.5K
GIA
628
GHP Investment Advisors
Colorado
$76.2K +$75.3K +637 New
S
629
SignatureFD
Georgia
$75.2K +$32.3K +273 +77%
JWA
630
JFS Wealth Advisors
Pennsylvania
$74.8K +$73.9K +625 New
FHA
631
First Horizon Advisors
Tennessee
$70.4K -$473 -4 -0.7%
NCM
632
Northwest Capital Management
Oregon
$65.1K -$2.84K -24 -4%
GWP
633
Gen-Wealth Partners
Michigan
$63.4K +$64.1K +542 +54,200%
CMA
634
Cedar Mountain Advisors
Oregon
$57.1K
MCM
635
MidAtlantic Capital Management
Virginia
$52.7K
AA
636
Addison Advisors
Vermont
$52K
TH
637
TCTC Holdings
Texas
$51.3K
1IA
638
1620 Investment Advisors
Massachusetts
$46.8K
CA
639
CoreCap Advisors
Michigan
$44.5K +$44K +372 New
LFG
640
Larson Financial Group
Missouri
$41.7K -$17.7K -150 -30%
CJ
641
Caitlin John
Michigan
$41K +$20.7K +175 +98%
CP
642
Castleview Partners
Texas
$40.3K +$15.7K +133 +65%
RIL
643
Rothschild Investment LLC
Illinois
$39.4K +$118 +1 +0.3%
NS
644
NBC Securities
Alabama
$38K
RFS
645
Richardson Financial Services
Massachusetts
$36K +$29.8K +252 +494%
WP
646
WealthShield Partners
North Carolina
$35.5K
TWC
647
TD Waterhouse Canada
Ontario, Canada
$32.4K -$591 -5 -2%
CPG
648
Cornerstone Planning Group
New Jersey
$27.2K -$36.5K -309 -57%
FM
649
Family Management
New York
$27K
BWL
650
Bogart Wealth LLC
Virginia
$26.9K +$21.3K +180 +400%