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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
BIM
676
Breakwater Investment Management
Washington
$17.6K
FMP
677
Financial Management Professionals
Texas
$17.4K
WA
678
WPG Advisers
Maryland
$16.4K +$16.6K +142 New
UCB
679
United Community Bank
South Carolina
$15.6K +$15.8K +135 New
GFL
680
Granite FO LLC
New Hampshire
$15.4K
VCM
681
Versant Capital Management
Arizona
$15.1K
CWM
682
Cranbrook Wealth Management
Michigan
$15K
HR
683
Howe & Rusling
New York
$14.4K +$1.05K +9 +8%
JFG
684
JDM Financial Group
Texas
$14.2K +$14.4K +123 New
FPB
685
First PREMIER Bank
South Dakota
$14K
Daiwa Securities Group
686
Daiwa Securities Group
Japan
$14K +$14.2K +122 New
EAM
687
Empirical Asset Management
Massachusetts
$12.5K
CWM
688
Copia Wealth Management
Oregon
$12.1K +$12.3K +105 New
TCPG
689
Trivant Custom Portfolio Group
California
$11.8K
JHCP
690
Jackson Hole Capital Partners
Oklahoma
$11.8K
PSFG
691
Park Square Financial Group
Georgia
$11.6K +$11.7K +100 New
VHAM
692
Van Hulzen Asset Management
California
$11.3K +$11.4K +98 New
CPG
693
Cornerstone Planning Group
New Jersey
$11K -$16K -137 -59%
AW
694
Avion Wealth
Texas
$11K
VanEck Associates
695
VanEck Associates
New York
$11K +$5.13K +44 +92%
CT
696
Caldwell Trust
Florida
$10.2K
BFP
697
Briaud Financial Planning
Texas
$10K +$10.4K +89 New
CFB
698
Cullen/Frost Bankers
Texas
$9.59K +$9.69K +83 New
FFA
699
Founders Financial Alliance
North Carolina
$9.36K
CSPIA
700
Cary Street Partners Investment Advisory
Virginia
$8.44K -$722K -6,183 -99%