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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
VRM
201
Vectors Research Management
New York
$4.83M +$2.59M +22,195 +113%
CW
202
CreativeOne Wealth
Kansas
$4.82M -$2.63M -22,533 -35%
CNB
203
Camden National Bank
Maine
$4.78M +$530K +4,538 +12%
TW
204
TrinityPoint Wealth
Connecticut
$4.77M +$76.8K +658 +2%
FDP
205
Financiere des Professionnels
Quebec, Canada
$4.76M -$3.71M -31,800 -44%
RWM
206
Ritholtz Wealth Management
New York
$4.75M +$490K +4,202 +11%
AWM
207
Axxcess Wealth Management
California
$4.73M -$2.59M -22,216 -35%
AI
208
Arvest Investments
Arkansas
$4.71M -$47.9K -410 -1%
G
209
GenTrust
Florida
$4.7M +$4.75M +40,692 New
NAM
210
NorthCrest Asset Manangement
Minnesota
$4.54M +$22.3K +191 +0.5%
PCMC
211
Paragon Capital Management (Colorado)
Colorado
$4.45M -$1.05M -8,981 -19%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$4.44M +$1.12M +9,633 +33%
Comerica Bank
213
Comerica Bank
Texas
$4.39M -$670K -5,744 -13%
CKAIS
214
Christensen King & Associates Investment Services
Washington
$4.39M +$82.9K +710 +2%
ASN
215
Advisory Services Network
Georgia
$4.35M +$1.57M +13,463 +56%
MOS
216
MGO One Seven
Ohio
$4.34M +$2.09M +17,864 +91%
PA
217
Pinnacle Associates
New York
$4.34M +$446K +3,820 +11%
EAMA
218
EFG Asset Management (Americas)
Florida
$4.2M +$352K +3,012 +9%
MA
219
MAS Advisors
Florida
$4.18M +$3.46M +29,636 +454%
DWP
220
Daymark Wealth Partners
Ohio
$4.16M +$307K +2,627 +8%
SWM
221
Shelton Wealth Management
Texas
$4.13M +$3.56M +30,526 +585%
JWM
222
JPL Wealth Management
Colorado
$4.13M +$4.17M +35,710 New
NCG
223
Newport Capital Group
New Jersey
$4.12M +$1.12M +9,634 +37%
CC
224
Courier Capital
New York
$4.12M +$1.9M +16,257 +84%
ODIJL
225
One Day In July LLC
Vermont
$4.06M -$870K -7,453 -18%