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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
BBVA
76
Banco Bilbao Vizcaya Argentaria
Spain
$21M +$7.9M +67,692 +61%
Northern Trust
77
Northern Trust
Illinois
$20.9M +$10.1M +86,770 +93%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$20.8M -$2.45M -21,023 -10%
LIM
79
Leavell Investment Management
Alabama
$20.1M +$2.94M +25,152 +17%
AWA
80
AmeriServ Wealth Advisors
Pennsylvania
$19.6M +$19.8M +169,577 New
WA
81
Waverly Advisors
Alabama
$19.2M +$6.2M +53,155 +47%
BCI
82
Brinker Capital Investments
Pennsylvania
$19M -$2.62M -22,463 -12%
OPS
83
Orion Portfolio Solutions
Nebraska
$19M -$2.62M -22,463 -12%
BB
84
Berkshire Bank
Massachusetts
$18.8M -$1.14M -9,792 -6%
CG
85
CFO4Life Group
Texas
$18.7M -$30.1K -258 -0.2%
AWM
86
AE Wealth Management
Kansas
$17.8M -$3.73M -31,977 -17%
JHCM
87
Juniper Hill Capital Management
California
$17.7M
Goldman Sachs
88
Goldman Sachs
New York
$17.7M +$15.1M +129,668 +561%
GB
89
Gunma Bank
Japan
$17.3M +$2.33M +20,000 +15%
MAC
90
Mason & Associates (California)
California
$17M +$4.14M +35,483 +32%
CISOA
91
Capital Investment Services of America
Wisconsin
$16.8M -$1M -8,575 -6%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$16.7M +$831K +7,124 +5%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$16M +$1.75M +15,017 +12%
AWS
94
Atria Wealth Solutions
New York
$16M +$197K +1,692 +1%
Citadel Advisors
95
Citadel Advisors
Florida
$15.9M -$26.3M -225,130 -62%
HTC
96
Haverford Trust Company
Pennsylvania
$15.8M +$579K +4,957 +4%
CIAS
97
CFS Investment Advisory Services
New Jersey
$15.5M +$1.38M +11,829 +10%
Allianz Asset Management
98
Allianz Asset Management
Germany
$15.1M -$10.8M -92,400 -41%
HCM
99
Hilton Capital Management
New York
$15M -$4.2M -35,993 -22%
HFS
100
Hantz Financial Services
Michigan
$14.8M +$32.6K +279 +0.2%