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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
PG
151
Proffitt & Goodson
Tennessee
$7.16M +$4.55M +38,958 +169%
SCM
152
Sollinda Capital Management
Florida
$7.11M -$334K -2,861 -4%
PPWP
153
Premier Path Wealth Partners
New Jersey
$7.09M +$305K +2,617 +4%
JIR
154
James Investment Research
Ohio
$7.08M +$179K +1,536 +3%
UCFA
155
United Capital Financial Advisors
Texas
$6.98M +$797K +6,826 +13%
GEM
156
Global Endowment Management
North Carolina
$6.82M -$350K -3,000 -5%
WI
157
WrapManager Inc
California
$6.81M +$546K +4,677 +9%
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$6.71M +$6.78M +58,091 New
CAM
159
Cresset Asset Management
Illinois
$6.63M -$5.38M -46,079 -45%
PP
160
Prudential plc
United Kingdom
$6.6M +$245K +2,100 +4%
UFA
161
US Financial Advisors
Massachusetts
$6.53M -$15.1K -129 -0.2%
SWA
162
Stratos Wealth Advisors
Ohio
$6.48M -$75.5K -647 -1%
EAM
163
Everstar Asset Management
North Carolina
$6.43M +$858K +7,351 +15%
AFS
164
Anderson Financial Strategies
Ohio
$6.34M +$6.41M +54,902 New
LWM
165
Latko Wealth Management
Illinois
$6.31M +$655K +5,608 +11%
KAS
166
Kestra Advisory Services
Texas
$6.31M +$437K +3,743 +7%
FMN
167
Financial Management Network
California
$6.3M +$1.56M +13,370 +32%
CA
168
Clearstead Advisors
Ohio
$6.3M +$114K +979 +2%
HI
169
Harbour Investments
Wisconsin
$6.27M +$178K +1,523 +3%
KPWS
170
Kestra Private Wealth Services
Texas
$6.2M +$896K +7,678 +17%
SIM
171
Studio Investment Management
Illinois
$6.07M -$681K -5,835 -10%
PFS
172
Prospera Financial Services
Texas
$5.91M +$5.09M +43,613 +576%
MPPLM
173
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.85M -$60.5K -518 -1%
PWM
174
Perigon Wealth Management
California
$5.81M -$324K -2,774 -5%
Mirae Asset Global Investments
175
Mirae Asset Global Investments
South Korea
$5.8M -$1.96M -16,806 -25%