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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
SC
751
Sykon Capital
New York
-$2.79M -23,323 Closed
SFG
752
Sage Financial Group
Pennsylvania
-$2.41M -20,128 Closed
TAM
753
Titleist Asset Management
Texas
-$2.32M -19,418 Closed
SCM
754
SCS Capital Management
Massachusetts
-$1.44M -12,016 Closed
GLR
755
Great Lakes Retirement
Ohio
-$1.19M -9,957 Closed
ITB
756
Idaho Trust Bank
Idaho
-$1.03M -8,584 Closed
PCMH
757
Polymer Capital Management (HK)
Hong Kong
-$1M -8,400 Closed
VAS
758
Vestmark Advisory Solutions
Massachusetts
-$952K -7,958 Closed
SW
759
Simplicity Wealth
New Jersey
-$946K -7,906 Closed
EP
760
Edgestream Partners
New Jersey
-$943K -7,885 Closed
GLA
761
Good Life Advisors
Pennsylvania
-$844K -7,056 Closed
UBS AM
762
UBS AM
Illinois
-$682K -5,701 Closed
HF
763
HRT Financial
New York
-$590K -4,936 Closed
OCPWS
764
One Charles Private Wealth Services
Massachusetts
-$537K -4,493 Closed
HAS
765
HBW Advisory Services
California
-$514K -4,297 Closed
FLPIM
766
F.L. Putnam Investment Management
Massachusetts
-$513K -4,292 Closed
LAS
767
Lloyd Advisory Services
Georgia
-$493K -4,121 Closed
JTWM
768
Jackson Thornton Wealth Management
Alabama
-$489K -4,088 Closed
ARC
769
Advisor Resource Council
Texas
-$482K -4,034 Closed
ACGA
770
Atlanta Consulting Group Advisors
Georgia
-$480K -4,014 Closed
PA
771
Parkside Advisors
California
-$457K -3,819 Closed
ATPW
772
Ashton Thomas Private Wealth
Arizona
-$452K -3,777 Closed
LFAS
773
Level Four Advisory Services
Texas
-$422K -3,614 Closed
HBS
774
Howard Bailey Securities
Indiana
-$356K -2,973 Closed
HT
775
Headlands Technologies
Illinois
-$323K -2,699 Closed