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iShares 3-7 Year Treasury Bond ETF

766 hedge funds and large institutions have $14.1B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 342 increasing their positions, 219 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 765766 (+1)

2% less call options, than puts

Call options by funds: $110M | Put options by funds: $111M

8% less funds holding in top 10

Funds holding in top 10: 6156 (-5)

Holders
766
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$111M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$8.11M
SCM
152
Sollinda Capital Management
Florida
$8.09M
WI
153
WrapManager Inc
California
$8.07M
TCA
154
Transcend Capital Advisors
New Jersey
$8.05M
EAM
155
Everstar Asset Management
North Carolina
$7.92M
PDL
156
Portfolio Design Labs
California
$7.9M
SWA
157
Stratos Wealth Advisors
Ohio
$7.68M
DC
158
Davenport & Co
Virginia
$7.68M
CCA
159
Checchi Capital Advisers
California
$7.4M
PG
160
Proffitt & Goodson
Tennessee
$7.34M
MPPLM
161
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.28M
HCA
162
Heck Capital Advisors
Wisconsin
$7.2M
JIR
163
James Investment Research
Ohio
$7.11M
FFG
164
Foundry Financial Group
New Hampshire
$6.99M
PWM
165
Proathlete Wealth Management
Florida
$6.85M
PP
166
Prudential plc
United Kingdom
$6.83M
Comerica Bank
167
Comerica Bank
Texas
$6.71M
RSWM
168
Robertson Stephens Wealth Management
California
$6.66M
CG
169
CFO4Life Group
Texas
$6.64M
TFA
170
TPG Financial Advisors
Oregon
$6.58M
PFS
171
Prospera Financial Services
Texas
$6.53M
CLGM
172
Capitolis Liquid Global Markets
New York
$6.49M
A
173
AlphaQuest
New York
$6.49M
LWM
174
Latko Wealth Management
Illinois
$6.42M
KAS
175
Kestra Advisory Services
Texas
$6.28M