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iShares 3-7 Year Treasury Bond ETF

826 hedge funds and large institutions have $14.6B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 354 increasing their positions, 224 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$361M)

0.06% less ownership

Funds ownership: 83.44%83.38% (-0.06%)

5% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $15.9M

Holders
826
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$15.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
151
Ridgepath Capital Management
Tennessee
$9.47M
DADC
152
D.A. Davidson & Co
Montana
$9.03M
PAG
153
Private Advisor Group
New Jersey
$8.83M
LHWM
154
Lake Hills Wealth Management
Texas
$8.81M
DAS
155
Diversify Advisory Services
Utah
$8.78M
HCA
156
Heck Capital Advisors
Wisconsin
$8.76M
PA
157
Procyon Advisors
Connecticut
$8.73M
PPWP
158
Premier Path Wealth Partners
New Jersey
$8.52M
NFG
159
Nations Financial Group
Iowa
$8.51M
CIA
160
Concurrent Investment Advisors
Florida
$8.33M
MCM
161
MAI Capital Management
Ohio
$8.22M
CFP
162
Cascade Financial Partners
California
$7.97M
PDL
163
Portfolio Design Labs
California
$7.95M
WI
164
WrapManager Inc
California
$7.79M
FFG
165
Foundry Financial Group
New Hampshire
$7.79M
IWC
166
Integrated Wealth Concepts
Massachusetts
$7.74M
FAM
167
Frontier Asset Management
Wyoming
$7.64M
MPPLM
168
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.62M
PWM
169
Proathlete Wealth Management
Florida
$7.55M
DC
170
Davenport & Co
Virginia
$7.53M
SC
171
SummitTX Capital
Texas
$7.49M
TFA
172
TPG Financial Advisors
Oregon
$7.45M
JIR
173
James Investment Research
Ohio
$7.35M
CCA
174
Checchi Capital Advisers
California
$7.33M
PP
175
Patten & Patten
Tennessee
$7.3M