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iShares 3-7 Year Treasury Bond ETF

761 hedge funds and large institutions have $12.7B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 271 increasing their positions, 296 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

0% less funds holding

Funds holding: 763761 (-2)

8% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 296

1.34% less ownership

Funds ownership: 83.41%82.06% (-1.3%)

Holders
761
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$128M
Puts
$104M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
MAI Capital Management
Ohio
$9.08M
RWM
152
Ritholtz Wealth Management
New York
$9.04M
RCM
153
Ridgepath Capital Management
Tennessee
$8.86M
WCWM
154
Wooster Corthell Wealth Management
Connecticut
$8.77M
PAG
155
Private Advisor Group
New Jersey
$8.73M
DAS
156
Diversify Advisory Services
Utah
$8.71M
MWC
157
MBM Wealth Consultants
Missouri
$8.68M
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$8.4M
VPP
159
Vertex Planning Partners
Illinois
$8.28M
PPWP
160
Premier Path Wealth Partners
New Jersey
$8.15M
AI
161
Atria Investments
North Carolina
$8.07M
ETC
162
Exchange Traded Concepts
Oklahoma
$7.63M
SCM
163
Sollinda Capital Management
Florida
$7.61M
CG
164
CFO4Life Group
Texas
$7.6M
CCA
165
Checchi Capital Advisers
California
$7.59M
PG
166
Proffitt & Goodson
Tennessee
$7.48M
EAM
167
Everstar Asset Management
North Carolina
$7.29M
SWA
168
Stratos Wealth Advisors
Ohio
$7.28M
MPPLM
169
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.16M
Comerica Bank
170
Comerica Bank
Texas
$7.05M
JIR
171
James Investment Research
Ohio
$7.05M
DC
172
Davenport & Co
Virginia
$6.65M
TC
173
Trilogy Capital
California
$6.62M
AWM
174
Axxcess Wealth Management
California
$6.59M
JGC
175
J. Goldman & Co
New York
$6.55M