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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
IF
726
Integrity Financial
Wyoming
$1.5K +$1.52K +13 New
FGC
727
Financial Gravity Companies
Texas
$1.39K
CSWM
728
Cassady Schiller Wealth Management
Ohio
$693 +$700 +6 New
IWP
729
IAG Wealth Partners
Wisconsin
$693 +$700 +6 New
NWWA
730
New Wave Wealth Advisors
Arkansas
$693 +$700 +6 New
SS
731
Sunbelt Securities
Texas
$621
BCMLT
732
Beacon Capital Management LLC (Tennessee)
Tennessee
$582
IBOK
733
Independence Bank of Kentucky
Kentucky
$347
KFI
734
Key Financial Inc
Pennsylvania
$347
DFA
735
DHJJ Financial Advisors
Illinois
$232 +$233 +2 New
HNW
736
High Note Wealth
Minnesota
$231 +$233 +2 New
RIA
737
Realta Investment Advisors
Delaware
$115 -$350 -3 -75%
Bank of Nova Scotia
738
Bank of Nova Scotia
Ontario, Canada
-$19.9M -166,400 Closed
FSA
739
Financial Sense Advisors
California
-$14.4M -120,532 Closed
RWA
740
Redhawk Wealth Advisors
Minnesota
-$12.4M -103,435 Closed
Susquehanna International Group
741
Susquehanna International Group
Pennsylvania
-$11.3M -97,212 Closed
Nisa Investment Advisors
742
Nisa Investment Advisors
Missouri
-$9.59M -80,200 Closed
Prudential Financial
743
Prudential Financial
New Jersey
-$6.57M -54,929 Closed
First Trust Advisors
744
First Trust Advisors
Illinois
-$6.43M -53,760 Closed
OMC
745
Old Mission Capital
Illinois
-$6.39M -53,400 Closed
SCI
746
Stableford Capital II
Arizona
-$5.81M -49,342 Closed
SSWM
747
Smith Salley Wealth Management
North Carolina
-$4.28M -35,769 Closed
FTUS
748
Flow Traders U.S.
New York
-$4.11M -34,387 Closed
LW
749
Lauer Wealth
Indiana
-$3.99M -34,097 Closed
FGA
750
Fortis Group Advisors
New Jersey
-$3.98M -33,250 Closed