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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
RI
126
Rinkey Investments
California
$11M +$177K +1,513 +2%
WCWM
127
Wooster Corthell Wealth Management
Connecticut
$10.5M -$53.5K -458 -0.5%
RCAG
128
Rehmann Capital Advisory Group
Michigan
$10.5M -$33.6K -288 -0.3%
WCM
129
Wealthcare Capital Management
Virginia
$10M +$140K +1,198 +1%
MCM
130
MAI Capital Management
Ohio
$9.53M +$9.63M +82,483 New
HSBC Holdings
131
HSBC Holdings
United Kingdom
$9.48M -$3.62M -31,014 -27%
P
132
&Partners
Tennessee
$9.43M +$4.7M +40,292 +98%
AAS
133
Avantax Advisory Services
Texas
$9.29M +$4.82M +41,321 +106%
MLM
134
Mount Lucas Management
Pennsylvania
$9.15M +$6.63M +56,812 +253%
FFBTD
135
First Financial Bank - Trust Division
Ohio
$9.11M +$127K +1,085 +1%
KP
136
Keel Point
Alabama
$9.06M -$829K -7,102 -8%
PWM
137
Paulson Wealth Management
Illinois
$8.93M +$1.08M +9,244 +14%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$8.79M +$3.89M +33,351 +78%
CF
139
Corebridge Financial
Texas
$8.69M
CCA
140
Checchi Capital Advisers
California
$8.53M +$125K +1,073 +1%
PFPT
141
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.22M +$2.45M +21,008 +42%
HPC
142
HM Payson & Co
Maine
$8.19M
JGC
143
J. Goldman & Co
New York
$7.91M +$7.99M +68,450 New
NFG
144
Nations Financial Group
Iowa
$7.54M +$621K +5,317 +9%
MWC
145
MBM Wealth Consultants
Missouri
$7.47M +$1.54M +13,222 +26%
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$7.43M -$1.65M -14,174 -18%
VPP
147
Vertex Planning Partners
Illinois
$7.43M +$7.5M +64,266 New
RWM
148
RKL Wealth Management
Pennsylvania
$7.41M -$3.31M -28,389 -31%
AI
149
Atria Investments
North Carolina
$7.35M -$711K -6,093 -9%
DC
150
Davenport & Co
Virginia
$7.22M -$27K -231 -0.4%