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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
GVAG
176
Great Valley Advisor Group
Delaware
$5.76M +$382K +3,271 +7%
FFG
177
Foundry Financial Group
New Hampshire
$5.75M +$5.8M +49,736 New
SA
178
Sanctuary Advisors
Indiana
$5.73M +$567K +4,855 +11%
TVAMP
179
Tennessee Valley Asset Management Partners
Tennessee
$5.68M +$444K +3,806 +8%
BAM
180
Belpointe Asset Management
Nevada
$5.61M +$5.03M +43,129 +1,040%
DWM
181
Darwin Wealth Management
Florida
$5.6M -$974K -8,348 -15%
LHWM
182
Lake Hills Wealth Management
Texas
$5.53M -$191K -1,634 -3%
OCG
183
Opus Capital Group
Ohio
$5.46M +$291K +2,496 +6%
TFA
184
TPG Financial Advisors
Oregon
$5.4M +$838K +7,178 +18%
PWM
185
Proathlete Wealth Management
Florida
$5.4M +$583K +4,998 +12%
CIM
186
Confluence Investment Management
Missouri
$5.35M +$1.31M +11,202 +32%
MWS
187
MFA Wealth Services
California
$5.35M +$5.4M +46,299 New
DSAM
188
Dock Street Asset Management
Florida
$5.31M -$103K -884 -2%
ANTB
189
AMG National Trust Bank
Colorado
$5.27M +$182K +1,561 +4%
Citigroup
190
Citigroup
New York
$5.2M +$880K +7,537 +20%
DADC
191
D.A. Davidson & Co
Montana
$5.18M +$1.2M +10,243 +30%
Corient Private Wealth
192
Corient Private Wealth
Florida
$5.14M -$2.38M -20,411 -31%
DAS
193
Diversify Advisory Services
Utah
$5.07M -$1.03M -8,783 -17%
HCA
194
Heck Capital Advisors
Wisconsin
$5.02M -$1.96M -16,766 -28%
DAS
195
Dynamic Advisor Solutions
Arizona
$4.92M +$325K +2,785 +7%
IWM
196
IHT Wealth Management
Illinois
$4.92M +$1.56M +13,335 +46%
TCA
197
Transcend Capital Advisors
New Jersey
$4.91M +$287K +2,462 +6%
VFA
198
Values First Advisors
Tennessee
$4.9M +$1.75M +14,994 +55%
GDP
199
Great Diamond Partners
Maine
$4.9M -$334K -2,863 -6%
FTS
200
Fifth Third Securities
Ohio
$4.89M +$1.45M +12,431 +42%