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iShares 3-7 Year Treasury Bond ETF

826 hedge funds and large institutions have $14.6B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 354 increasing their positions, 224 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$361M)

0.06% less ownership

Funds ownership: 83.44%83.38% (-0.06%)

5% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $15.9M

Holders
826
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$15.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
651
King Wealth Management Group
Florida
$243K
PWC
652
Pathfinder Wealth Consulting
North Carolina
$243K
NP
653
NorthRock Partners
Minnesota
$240K
KCA
654
Kastel Capital Advisors
Massachusetts
$240K
GC
655
Guidance Capital
Kentucky
$240K
AF
656
ASL Financial
California
$238K
FA
657
Flagstar Advisors
New York
$232K
DWM
658
Dopkins Wealth Management
New York
$232K
UI
659
Unconventional Investor
New Hampshire
$229K
BRWA
660
B. Riley Wealth Advisors
Florida
$224K
KFS
661
Kelly Financial Services
Massachusetts
$220K
SIM
662
Studio Investment Management
Illinois
$219K
YDMI
663
Y.D. More Investments
Israel
$218K
NG
664
Novem Group
New York
$217K
FPAS
665
Focus Partners Advisor Solutions
Missouri
$216K
BWP
666
Balboa Wealth Partners
Arizona
$215K
SMA
667
Seven Mile Advisory
New Jersey
$214K
WCFA
668
Walkner Condon Financial Advisors
Wisconsin
$213K
IRC
669
Investors Research Corp
Georgia
$213K
CAAM
670
Cornerstone Advisors Asset Management
Pennsylvania
$210K
EWM
671
Evercore Wealth Management
New York
$210K
DJSG
672
D.J. St. Germain
Massachusetts
$209K
CF
673
Centaurus Financial
California
$208K
KPWM
674
KDK Private Wealth Management
Texas
$208K
QWP
675
Quotient Wealth Partners
Texas
$206K