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iShares 3-7 Year Treasury Bond ETF

766 hedge funds and large institutions have $14.1B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 342 increasing their positions, 219 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: 765766 (+1)

2% less call options, than puts

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

8% less funds holding in top 10

Funds holding in top 10: 6156 (-5)

Holders
766
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
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
JWM
201
JPL Wealth Management
Colorado
$5.36M
IWC
202
Integrated Wealth Concepts
Massachusetts
$5.26M
1NWS
203
1 North Wealth Services
Maryland
$5.24M
WWM
204
Whalen Wealth Management
Nevada
$5.24M
ASN
205
Advisory Services Network
Georgia
$5.24M
DAS
206
Dynamic Advisor Solutions
Arizona
$5.2M
Corient Private Wealth
207
Corient Private Wealth
Florida
$5.18M
VFA
208
Values First Advisors
Tennessee
$5.17M
SMFG
209
Sumitomo Mitsui Financial Group
Japan
$5.13M
PA
210
Pinnacle Associates
New York
$5.02M
4WM
211
4J Wealth Management
Virginia
$5.01M
MCM
212
Monument Capital Management
Virginia
$4.94M
DADC
213
D.A. Davidson & Co
Montana
$4.88M
Citigroup
214
Citigroup
New York
$4.82M
EWM
215
Edge Wealth Management
New York
$4.81M
SB
216
Semitam Bonam
New York
$4.72M
Barclays
217
Barclays
United Kingdom
$4.7M
TIAA Trust, National Association
218
TIAA Trust, National Association
North Carolina
$4.67M
CKAIS
219
Christensen King & Associates Investment Services
Washington
$4.65M
FWP
220
Forefront Wealth Partners
Texas
$4.64M
SPIA
221
Steward Partners Investment Advisory
New York
$4.58M
BFC
222
Blue Fin Capital
Rhode Island
$4.58M
AIM
223
Acropolis Investment Management
Missouri
$4.56M
CFP
224
Cascade Financial Partners
California
$4.5M
MAM
225
Madison Asset Management
Wisconsin
$4.46M