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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
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$14.6M +$1.47M +12,570 +11%
JE
102
JMAC Enterprises
Pennsylvania
$14.6M +$1.62M +13,840 +12%
Millennium Management
103
Millennium Management
New York
$14.4M +$13.8M +117,955 +1,830%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$14.3M +$2.28M +19,534 +19%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$14.2M +$2.83M +24,252 +24%
BDFN
106
Bond & Devick Financial Network
Minnesota
$14.1M
CCM
107
Canal Capital Management
Virginia
$13.7M -$685K -5,867 -5%
MC
108
Mirabaud & Cie
Switzerland
$13.6M +$154K +1,323 +1%
PAG
109
Private Advisor Group
New Jersey
$13.6M +$2.32M +19,846 +20%
YDMI
110
Y.D. More Investments
Israel
$13.6M +$1.89M +16,220 +16%
CWM
111
Cabot Wealth Management
Massachusetts
$13.2M +$218K +1,869 +2%
WIC
112
Woodmont Investment Counsel
Tennessee
$12.6M +$12.1M +103,983 +1,947%
BEI
113
Benjamin Edwards Inc
Missouri
$12.4M -$3.14M -26,932 -20%
UB
114
Umpqua Bank
Oregon
$12.1M +$4.37M +37,449 +55%
EFM
115
Eley Financial Management
Vermont
$12M +$549K +4,708 +5%
M&T Bank
116
M&T Bank
New York
$12M +$163K +1,398 +1%
GC
117
Gould Capital
Washington
$11.9M -$58.8K -504 -0.5%
NA
118
NewEdge Advisors
Louisiana
$11.9M +$3.76M +32,179 +46%
FAT
119
First American Trust
California
$11.8M +$1.49M +12,796 +14%
FPAS
120
Focus Partners Advisor Solutions
Missouri
$11.7M +$454K +3,889 +4%
AFP
121
Ausdal Financial Partners
Iowa
$11.6M +$11.7M +100,123 New
AWM
122
Austin Wealth Management
Texas
$11.5M +$420K +3,600 +4%
BCM
123
Boltwood Capital Management
California
$11.3M +$619K +5,304 +6%
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$11.1M -$1.47M -12,600 -12%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$11.1M +$3.5M +30,000 +45%