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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
RW
776
REDW Wealth
New Mexico
-$304K -2,545 Closed
IC
777
Innealta Capital
Texas
-$304K -2,539 Closed
WC
778
Waterloo Capital
Texas
-$276K -2,304 Closed
ATS
779
Ashton Thomas Securities
New York
-$273K -2,284 Closed
WE
780
Wealth Effects
Massachusetts
-$271K -2,266 Closed
Fisher Asset Management
781
Fisher Asset Management
Washington
-$264K -2,203 Closed
CAG
782
Csenge Advisory Group
Florida
-$259K -2,201 Closed
FBB
783
Fulton Breakefield Broenniman
Maryland
-$247K -2,065 Closed
SWM
784
SeaCrest Wealth Management
New York
-$246K -2,056 Closed
PVI
785
Pine Valley Investments
New Jersey
-$240K -2,008 Closed
PPH
786
Pure Portfolios Holdings
Oregon
-$239K -2,002 Closed
SIM
787
Stratos Investment Management
Ohio
-$223K -1,864 Closed
NL
788
NDWM LLC
California
-$223K -1,863 Closed
TFG
789
Tull Financial Group
Virginia
-$214K -1,793 Closed
PSP
790
Pacific Sage Partners
Washington
-$211K -1,768 Closed
UBG
791
United Bank (Georgia)
Georgia
-$211K -1,766 Closed
AMBIA
792
Allen Mooney & Barnes Investment Advisors
Georgia
-$204K -1,709 Closed
UAG
793
United Advisor Group
Ohio
-$203K -1,697 Closed
HIS
794
Harvest Investment Services
Illinois
-$201K -1,677 Closed
SIS
795
Strategic Investment Solutions
Illinois
-$94.7K -792 Closed
TCM
796
TruNorth Capital Management
Michigan
-$80.1K -670 Closed
GIA
797
GHP Investment Advisors
Colorado
-$76.2K -637 Closed
S
798
SignatureFD
Georgia
-$75.2K -629 Closed
JWA
799
JFS Wealth Advisors
Pennsylvania
-$74.8K -625 Closed
AA
800
Addison Advisors
Vermont
-$52K -435 Closed