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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
PA
651
PSI Advisors
Florida
$38.6K +$16.9K +145 +77%
TWC
652
TD Waterhouse Canada
Ontario, Canada
$37K +$5.72K +49 +18%
CMP
653
Coston McIsaac & Partners
Maine
$35K +$1.75K +15 +5%
SAM
654
Smartleaf Asset Management
Massachusetts
$28.9K +$12.3K +105 +72%
UB
655
UMB Bank
Missouri
$27.8K -$1.07M -9,200 -97%
FFO
656
Fortitude Family Office
Arizona
$27.2K +$27.4K +235 New
RFS
657
Richardson Financial Services
Massachusetts
$26.6K -$8.52K -73 -24%
BWL
658
Bogart Wealth LLC
Virginia
$26K
HIA
659
Harbor Investment Advisory
Maryland
$25.9K
TIM
660
Tortoise Investment Management
New York
$25.4K
CA
661
Continuum Advisory
Idaho
$25K +$2.33K +20 +10%
HCP
662
Hexagon Capital Partners
Arkansas
$24.7K -$584 -5 -2%
BC
663
Barrett & Company
Rhode Island
$24.6K
CP
664
Castleview Partners
Texas
$23.8K -$15.3K -131 -39%
CICI
665
Capital Investment Counsel Inc
North Carolina
$23.6K
BCA
666
Bray Capital Advisors
Florida
$23.1K
PP
667
Pacifica Partners
Canada
$23.1K
CTWM
668
Cherry Tree Wealth Management
Minnesota
$22.5K +$10K +86 +79%
CJ
669
Caitlin John
Michigan
$20.7K -$20.4K -175 -49%
EWM
670
EPG Wealth Management
Georgia
$20.3K
AA
671
Ancora Advisors
Ohio
$20.2K
AWM
672
Avior Wealth Management
Nebraska
$19.6K +$11.4K +98 +138%
TF
673
Tompkins Financial
New York
$18.1K
SIC
674
Salem Investment Counselors
North Carolina
$18K
MHR
675
Matthew Hamilton Rosenberg
$17.7K