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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
SCI
176
Stableford Capital II
Arizona
$5.81M +$5.83M +49,342 New
EAM
177
Everstar Asset Management
North Carolina
$5.78M +$5.71M +48,332 New
PCMC
178
Paragon Capital Management (Colorado)
Colorado
$5.68M -$1.07M -9,041 -16%
DSAM
179
Dock Street Asset Management
Florida
$5.6M +$1.64M +13,870 +42%
GVAG
180
Great Valley Advisor Group
Delaware
$5.57M +$1.65M +13,939 +43%
KPWS
181
Kestra Private Wealth Services
Texas
$5.5M +$568K +4,803 +12%
GDP
182
Great Diamond Partners
Maine
$5.41M -$91K -770 -2%
OCG
183
Opus Capital Group
Ohio
$5.36M -$17.1K -145 -0.3%
TVAMP
184
Tennessee Valley Asset Management Partners
Tennessee
$5.32M +$287K +2,429 +6%
ANTB
185
AMG National Trust Bank
Colorado
$5.27M -$4.01M -33,894 -43%
JF
186
Jump Financial
Illinois
$5.23M +$3.06M +25,923 +145%
Comerica Bank
187
Comerica Bank
Texas
$5.23M -$455K -3,847 -8%
SA
188
Sanctuary Advisors
Indiana
$5.16M +$539K +4,563 +11%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$5.11M +$2.19M +18,527 +77%
ODIJL
190
One Day In July LLC
Vermont
$5.09M -$2.98M -25,253 -37%
PWM
191
Proathlete Wealth Management
Florida
$4.99M +$344K +2,913 +8%
P
192
&Partners
Tennessee
$4.94M +$3.21M +27,157 +192%
AI
193
Arvest Investments
Arkansas
$4.93M +$5.79K +49 +0.1%
FMN
194
Financial Management Network
California
$4.87M +$3.89M +32,896 +395%
TW
195
TrinityPoint Wealth
Connecticut
$4.86M +$40.2K +340 +0.8%
NPP
196
New Potomac Partners
Maryland
$4.84M +$374K +3,161 +8%
TCA
197
Transcend Capital Advisors
New Jersey
$4.79M +$390K +3,296 +9%
DAS
198
Dynamic Advisor Solutions
Arizona
$4.76M +$585K +4,949 +14%
TFA
199
TPG Financial Advisors
Oregon
$4.73M +$328K +2,775 +8%
NAM
200
NorthCrest Asset Manangement
Minnesota
$4.68M -$181K -1,534 -4%