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iShares 3-7 Year Treasury Bond ETF

769 hedge funds and large institutions have $14.2B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 344 increasing their positions, 220 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: 766769 (+3)

2% less call options, than puts

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

7% less funds holding in top 10

Funds holding in top 10: 6157 (-4)

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
PPWP
151
Premier Path Wealth Partners
New Jersey
$8.22M
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$8.11M
SCM
153
Sollinda Capital Management
Florida
$8.09M
WI
154
WrapManager Inc
California
$8.07M
TCA
155
Transcend Capital Advisors
New Jersey
$8.05M
EAM
156
Everstar Asset Management
North Carolina
$7.92M
PDL
157
Portfolio Design Labs
California
$7.9M
SWA
158
Stratos Wealth Advisors
Ohio
$7.68M
DC
159
Davenport & Co
Virginia
$7.68M
CCA
160
Checchi Capital Advisers
California
$7.4M
PG
161
Proffitt & Goodson
Tennessee
$7.34M
MPPLM
162
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.28M
HCA
163
Heck Capital Advisors
Wisconsin
$7.2M
JIR
164
James Investment Research
Ohio
$7.11M
FFG
165
Foundry Financial Group
New Hampshire
$6.99M
PWM
166
Proathlete Wealth Management
Florida
$6.85M
PP
167
Prudential plc
United Kingdom
$6.83M
Comerica Bank
168
Comerica Bank
Texas
$6.71M
RSWM
169
Robertson Stephens Wealth Management
California
$6.66M
CG
170
CFO4Life Group
Texas
$6.64M
TFA
171
TPG Financial Advisors
Oregon
$6.58M
PFS
172
Prospera Financial Services
Texas
$6.53M
CLGM
173
Capitolis Liquid Global Markets
New York
$6.49M
A
174
AlphaQuest
New York
$6.49M
LWM
175
Latko Wealth Management
Illinois
$6.42M