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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
SIM
701
Synergy Investment Management
Florida
$8.32K +$8.4K +72 New
WCM
702
Winthrop Capital Management
Indiana
$8K +$8.52K +73 New
TAM
703
Tucker Asset Management
Colorado
$7.63K -$14.9K -128 -66%
HBW
704
Hazlett, Burt & Watson
West Virginia
$7K +$7.24K +62 New
WB
705
Webster Bank
Connecticut
$6.93K
GI
706
GAMMA Investing
California
$6.36K -$3.15K -27 -33%
PMFA
707
Plante Moran Financial Advisors
Michigan
$6.36K
CBT
708
Crews Bank & Trust
Florida
$6.24K +$6.3K +54 New
MLA
709
MB, Levis & Associates
Pennsylvania
$5.78K
SSB
710
Sandy Spring Bank
Maryland
$5.66K -$2.33K -20 -29%
BONH
711
Bank of New Hampshire
New Hampshire
$5.2K
LFG
712
Larson Financial Group
Missouri
$4.97K -$35.7K -306 -88%
Q1WB
713
Quest 10 Wealth Builders
Virginia
$4.16K +$4.2K +36 New
FMII
714
Farmers & Merchants Investments Inc
Nebraska
$3.93K
AIC
715
Archer Investment Corporation
Indiana
$3.93K
TRCT
716
Tower Research Capital (TRC)
New York
$3.81K +$700 +6 +22%
TSMHT
717
Thurston Springer Miller Herd & Titak
Indiana
$3.7K
AG
718
AmeriFlex Group
Nevada
$3.6K +$3.62K +31 New
PA
719
Pineridge Advisors
Missouri
$3.22K -$3.97K -34 -55%
ST
720
Smithfield Trust
Pennsylvania
$3K
WT
721
Washington Trust
Rhode Island
$2.89K
FWA
722
Flagship Wealth Advisors
Massachusetts
$2.89K +$2.92K +25 New
CWC
723
Carolinas Wealth Consulting
North Carolina
$2.2K
MWA
724
Medallion Wealth Advisors
Connecticut
$2.08K +$2.1K +18 New
IWM
725
IMG Wealth Management
Florida
$2.06K +$2.1K +18 New