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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
MA
626
MCF Advisors
Kentucky
$81.3K
CT
627
Clearstead Trust
Maine
$81K
EWA
628
Elevate Wealth Advisory
Georgia
$80.7K
TCOV
629
Trust Company of Vermont
Vermont
$75.1K
OHWP
630
Oak Harbor Wealth Partners
North Carolina
$74K
Qube Research & Technologies (QRT)
631
Qube Research & Technologies (QRT)
United Kingdom
$73.4K -$799K -6,849 -92%
BA
632
Bristlecone Advisors
Washington
$72.2K -$8.52K -73 -10%
FM
633
Family Management
New York
$65.3K +$39.6K +339 +150%
CIBC Private Wealth Group
634
CIBC Private Wealth Group
Georgia
$64.2K -$1.18M -10,122 -95%
BOJHT
635
Bank of Jackson Hole Trust
Wyoming
$63.7K +$64.3K +551 New
GWP
636
Gen-Wealth Partners
Michigan
$63.4K +$700 +6 +1%
MG
637
MilWealth Group
Wisconsin
$61.7K +$62.3K +534 New
KWM
638
Kiker Wealth Management
Georgia
$61.6K +$62.2K +533 New
CMA
639
Cedar Mountain Advisors
Oregon
$55.1K
MCM
640
MidAtlantic Capital Management
Virginia
$51K
TH
641
TCTC Holdings
Texas
$49.6K
SIS
642
Sound Income Strategies
Florida
$48.4K +$47.2K +404 +2,693%
NCM
643
Northwest Capital Management
Oregon
$46.3K -$16.7K -143 -26%
WP
644
WealthShield Partners
North Carolina
$45.9K +$11.7K +100 +34%
FDW
645
Fourth Dimension Wealth
Ohio
$44.3K +$44.8K +384 New
CA
646
CoreCap Advisors
Michigan
$43.6K +$584 +5 +1%
NRG
647
Nemes Rush Group
Michigan
$42.8K +$43.2K +370 New
BTI
648
Blue Trust Inc
Georgia
$42.8K -$109K -931 -72%
MA
649
Montag & Associates
Georgia
$42.2K -$46.6K -399 -52%
RIL
650
Rothschild Investment LLC
Illinois
$39.4K +$1.28K +11 +3%