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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
RWP
51
RWA Wealth Partners
Massachusetts
$34.6M +$40.7K +349 +0.1%
SVCP
52
Silicon Valley Capital Partners
California
$33M +$33.3M +285,319 +259,381%
SIA
53
SkyView Investment Advisors
New Jersey
$32.9M +$1.86M +15,949 +6%
OIA
54
OneDigital Investment Advisors
Kansas
$32.5M +$3.67M +31,402 +13%
Franklin Resources
55
Franklin Resources
California
$32.2M +$4.65M +39,825 +17%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$31.5M -$7.69M -65,903 -19%
FWP
57
FAS Wealth Partners
Kansas
$28.9M +$29.2M +250,315 New
MAM
58
Madison Asset Management
Wisconsin
$27.7M -$828K -7,091 -3%
MIA
59
Madison Investment Advisors
Wisconsin
$27.7M +$28M +239,844 New
HighTower Advisors
60
HighTower Advisors
Illinois
$27.7M -$9.22M -79,005 -25%
US Bancorp
61
US Bancorp
Minnesota
$27M +$1.52M +13,035 +6%
KFAA
62
Klaas Financial Asset Advisors
Illinois
$27M +$675K +5,784 +3%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$26.9M +$12.6M +107,527 +86%
NRA
64
NSI Retail Advisors
Pennsylvania
$26.2M
AMC
65
Atlas Merchant Capital
New York
$25.7M +$14.1M +120,972 +119%
WJA
66
Willis Johnson & Associates
Texas
$25.6M +$5.5M +47,087 +27%
BS
67
Banco Santander
Spain
$25.5M -$7.16M -61,319 -22%
TC
68
Trilogy Capital
California
$24.9M +$177K +1,514 +0.7%
Osaic Holdings
69
Osaic Holdings
Arizona
$24.8M +$480K +4,109 +2%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$23.9M -$2.61M -22,322 -10%
ACA
71
Anchor Capital Advisors
Massachusetts
$23.8M +$981K +8,405 +4%
MW
72
MBL Wealth
North Carolina
$23.7M +$901K +7,717 +4%
MML Investors Services
73
MML Investors Services
Massachusetts
$23M +$4.13M +35,426 +22%
SWP
74
Strategic Wealth Partners
Ohio
$22.4M +$387K +3,319 +2%
HC
75
Hoese & Co
Minnesota
$22M +$19.8M +169,694 +824%