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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
GC
751
Grimes & Company
Massachusetts
-$316K -2,739 Closed
GSEP
752
Golden State Equity Partners
California
-$295K -2,556 Closed
SP
753
Successful Portfolios
Florida
-$262K -2,266 Closed
TBNY
754
Trustco Bank (New York)
New York
-$247K -2,140 Closed
KWA
755
Kingswood Wealth Advisors
California
-$228K -1,977 Closed
AUB
756
Atlantic Union Bankshares
Virginia
-$227K -1,964 Closed
SWP
757
Significant Wealth Partners
Illinois
-$226K -1,955 Closed
MWM
758
Mittelman Wealth Management
Massachusetts
-$223K -1,930 Closed
KWM
759
KFG Wealth Management
Indiana
-$217K -1,880 Closed
IAIM
760
International Assets Investment Management
Florida
-$216K -1,869 Closed
BWP
761
BSW Wealth Partners
Colorado
-$208K -1,801 Closed
IWM
762
Iams Wealth Management
Nebraska
-$202K -1,749 Closed
GG
763
Gleason Group
Kentucky
-$198K -1,713 Closed
NRG
764
Nemes Rush Group
Michigan
-$42.3K -366 Closed
CBT
765
Central Bank & Trust
Kentucky
-$40.3K -349 Closed
TSWM
766
Tyler-Stone Wealth Management
Ohio
-$19.3K -167 Closed
KHC
767
Koesten Hirschmann & Crabtree
Kansas
-$16.7K -144 Closed
TJHA
768
Thomas J. Herzfeld Advisors
Florida
-$16.5K -143 Closed
OWA
769
Opal Wealth Advisors
New York
-$15.6K -135 Closed
HBW
770
Hazlett, Burt & Watson
West Virginia
-$13K -111 Closed
WIA
771
Wetzel Investment Advisors
Indiana
-$11.1K -96 Closed
CAM
772
Creekmur Asset Management
Illinois
-$10K -87 Closed
AIA
773
Armor Investment Advisors
North Carolina
-$6.24K -54 Closed
CAM
774
Chesapeake Asset Management
New York
-$4.16K -36 Closed
TFF
775
The Family Firm
Maryland
-$2.52K -22 Closed