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iShares 3-7 Year Treasury Bond ETF

723 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 292 increasing their positions, 221 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $6.62M

123% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 52

32% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 221

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

12% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.27B)

8% more funds holding

Funds holding: 667723 (+56)

2.05% more ownership

Funds ownership: 76.35%78.4% (+2.1%)

Holders
723
Holders Change
+56
Holders Change %
+8.4%
% of All Funds
10.38%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
116
Increased
292
Reduced
221
Closed
52
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Change in
Stake
BS
51
Banco Santander
Spain
$33.7M -$13.4M -113,129 -29%
CRC
52
Curi RMB Capital
Illinois
$33.7M -$6.38M -53,979 -16%
OIA
53
OneDigital Investment Advisors
Kansas
$29.9M +$26.2M +221,381 +769%
SIA
54
SkyView Investment Advisors
New Jersey
$29.7M +$29.3M +248,155 New
MAM
55
Madison Asset Management
Wisconsin
$29.5M -$232K -1,963 -0.8%
Franklin Resources
56
Franklin Resources
California
$28.1M +$1.08M +9,105 +4%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$27.4M +$4.24M +35,854 +19%
KFAA
58
Klaas Financial Asset Advisors
Illinois
$27.2M +$339K +2,870 +1%
CA
59
CSM Advisors
Pennsylvania
$27.1M +$26.8M +226,700 New
NRA
60
NSI Retail Advisors
Pennsylvania
$27.1M +$26.8M +226,700 New
Allianz Asset Management
61
Allianz Asset Management
Germany
$26.7M +$12.8M +107,900 +94%
US Bancorp
62
US Bancorp
Minnesota
$26.4M +$2.83M +23,940 +12%
PP
63
Pegasus Partners
Wisconsin
$26.4M +$2.4M +20,318 +10%
TC
64
Trilogy Capital
California
$25.6M +$469K +3,972 +2%
Osaic Holdings
65
Osaic Holdings
Arizona
$25.1M -$7.3M -61,786 -23%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$24.1M -$26.1M -220,914 -52%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$23.7M +$1.02M +8,640 +5%
ACA
68
Anchor Capital Advisors
Massachusetts
$23.7M -$565K -4,783 -2%
MW
69
MBL Wealth
North Carolina
$23.6M +$300K +2,540 +1%
SWP
70
Strategic Wealth Partners
Ohio
$22.7M +$1.91M +16,188 +9%
BCI
71
Brinker Capital Investments
Pennsylvania
$22.4M +$59.2K +501 +0.3%
OPS
72
Orion Portfolio Solutions
Nebraska
$22.4M +$59.2K +501 +0.3%
AWM
73
AE Wealth Management
Kansas
$22.3M -$5.5M -46,524 -20%
WJA
74
Willis Johnson & Associates
Texas
$20.8M +$276K +2,333 +1%
BB
75
Berkshire Bank
Massachusetts
$20.6M +$1.02M +8,635 +5%