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iShares 3-7 Year Treasury Bond ETF

723 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 292 increasing their positions, 221 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $6.62M

123% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 52

32% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 221

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

12% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.27B)

8% more funds holding

Funds holding: 667723 (+56)

2.05% more ownership

Funds ownership: 76.35%78.4% (+2.1%)

Holders
723
Holders Change
+56
Holders Change %
+8.4%
% of All Funds
10.38%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
116
Increased
292
Reduced
221
Closed
52
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
151
Heck Capital Advisors
Wisconsin
$7.21M -$1.54K -13 -0%
NFG
152
Nations Financial Group
Iowa
$7.17M +$2.91M +24,631 +70%
JIR
153
James Investment Research
Ohio
$7.15M +$83.1K +703 +1%
PPWP
154
Premier Path Wealth Partners
New Jersey
$7.03M +$401K +3,389 +6%
SIM
155
Studio Investment Management
Illinois
$6.98M -$55.8K -472 -0.8%
DWM
156
Darwin Wealth Management
Florida
$6.79M +$6.71M +56,777 New
SWA
157
Stratos Wealth Advisors
Ohio
$6.78M +$1.14M +9,658 +21%
UFA
158
US Financial Advisors
Massachusetts
$6.78M -$70.7K -598 -1%
PP
159
Prudential plc
United Kingdom
$6.58M
Prudential Financial
160
Prudential Financial
New Jersey
$6.57M +$786K +6,655 +14%
WI
161
WrapManager Inc
California
$6.49M +$1.34M +11,375 +27%
BCM
162
Brookstone Capital Management
Illinois
$6.46M +$4.7M +39,781 +279%
First Trust Advisors
163
First Trust Advisors
Illinois
$6.43M -$1.24M -10,498 -16%
UCFA
164
United Capital Financial Advisors
Texas
$6.41M +$1.11M +9,426 +21%
CA
165
Clearstead Advisors
Ohio
$6.4M +$187K +1,582 +3%
OMC
166
Old Mission Capital
Illinois
$6.39M +$5.21M +44,098 +474%
PWM
167
Perigon Wealth Management
California
$6.35M -$3.2M -27,055 -34%
HI
168
Harbour Investments
Wisconsin
$6.31M -$3.99M -33,737 -39%
DAS
169
Diversify Advisory Services
Utah
$6.21M +$46K +389 +0.7%
MWC
170
MBM Wealth Consultants
Missouri
$6.15M +$6.08M +51,417 New
MPPLM
171
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.11M +$137K +1,159 +2%
KAS
172
Kestra Advisory Services
Texas
$6.09M -$332K -2,812 -5%
PFPT
173
Pinnacle Financial Partners (Tennessee)
Tennessee
$6M -$2.22M -18,818 -27%
LHWM
174
Lake Hills Wealth Management
Texas
$5.92M +$131K +1,106 +2%
LWM
175
Latko Wealth Management
Illinois
$5.87M +$5.8M +49,037 New