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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
Bank of Nova Scotia
76
Bank of Nova Scotia
Ontario, Canada
$19.9M +$19.7M +166,400 New
HCM
77
Hilton Capital Management
New York
$19.8M +$754K +6,383 +4%
MML Investors Services
78
MML Investors Services
Massachusetts
$19.5M +$5.35M +45,271 +38%
CG
79
CFO4Life Group
Texas
$19.4M +$319K +2,696 +2%
CISOA
80
Capital Investment Services of America
Wisconsin
$18.5M +$161K +1,363 +0.9%
JHCM
81
Juniper Hill Capital Management
California
$18.3M
LIM
82
Leavell Investment Management
Alabama
$17.8M +$1.43M +12,114 +9%
1832 Asset Management
83
1832 Asset Management
Ontario, Canada
$16.4M +$304K +2,572 +2%
AWS
84
Atria Wealth Solutions
New York
$16.4M +$328K +2,777 +2%
GS
85
GTS Securities
New York
$16.1M +$15.9M +134,619 New
BEI
86
Benjamin Edwards Inc
Missouri
$16.1M +$13M +109,840 +448%
HTC
87
Haverford Trust Company
Pennsylvania
$15.8M +$754K +6,384 +5%
GB
88
Gunma Bank
Japan
$15.5M +$10M +85,000 +189%
HFS
89
Hantz Financial Services
Michigan
$15.3M -$1.26M -10,680 -8%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$15M +$2.16M +18,307 +17%
CCM
91
Canal Capital Management
Virginia
$14.8M +$556K +4,702 +4%
CIAS
92
CFS Investment Advisory Services
New Jersey
$14.6M -$13.5M -114,303 -48%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$14.6M +$1.59M +13,438 +12%
FSA
94
Financial Sense Advisors
California
$14.4M +$14.2M +120,532 New
BDFN
95
Bond & Devick Financial Network
Minnesota
$14.1M +$675K +5,708 +5%
MC
96
Mirabaud & Cie
Switzerland
$14M +$202K +1,713 +1%
OLVIG
97
Oliver Lagore Vanvalin Investment Group
Michigan
$13.8M +$5.33M +45,137 +64%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$13.6M -$2.66M -22,485 -16%
WA
99
Waverly Advisors
Alabama
$13.5M +$885K +7,485 +7%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$13.5M +$9.61M +81,343 +256%