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iShares 3-7 Year Treasury Bond ETF

773 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 87 funds opening new positions, 347 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:

1% more funds holding

Funds holding: 768773 (+5)

2% less call options, than puts

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

5% less funds holding in top 10

Funds holding in top 10: 6158 (-3)

Holders
773
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
LHWM
201
Lake Hills Wealth Management
Texas
$5.55M
UW
202
Unique Wealth
Florida
$5.48M
DWM
203
Darwin Wealth Management
Florida
$5.46M
AI
204
Atria Investments
North Carolina
$5.38M
JWM
205
JPL Wealth Management
Colorado
$5.36M
IWC
206
Integrated Wealth Concepts
Massachusetts
$5.26M
1NWS
207
1 North Wealth Services
Maryland
$5.24M
WWM
208
Whalen Wealth Management
Nevada
$5.24M
ASN
209
Advisory Services Network
Georgia
$5.24M
DAS
210
Dynamic Advisor Solutions
Arizona
$5.2M
Corient Private Wealth
211
Corient Private Wealth
Florida
$5.18M
VFA
212
Values First Advisors
Tennessee
$5.17M
SMFG
213
Sumitomo Mitsui Financial Group
Japan
$5.13M
PA
214
Pinnacle Associates
New York
$5.02M
4WM
215
4J Wealth Management
Virginia
$5.01M
MCM
216
Monument Capital Management
Virginia
$4.94M
DADC
217
D.A. Davidson & Co
Montana
$4.88M
Citigroup
218
Citigroup
New York
$4.82M
EWM
219
Edge Wealth Management
New York
$4.81M
SB
220
Semitam Bonam
New York
$4.72M
Barclays
221
Barclays
United Kingdom
$4.7M
TIAA Trust, National Association
222
TIAA Trust, National Association
North Carolina
$4.67M
CKAIS
223
Christensen King & Associates Investment Services
Washington
$4.65M
FWP
224
Forefront Wealth Partners
Texas
$4.64M
SPIA
225
Steward Partners Investment Advisory
New York
$4.58M