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iShares 3-7 Year Treasury Bond ETF

720 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, 291 increasing their positions, 220 reducing their positions, and 51 closing their positions.

Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.42%
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
291
Reduced
220
Closed
51
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.15B 9,622,978 +226,138 +2%
Invesco
2
Invesco
Georgia
$765M 6,397,900 +6,397,900 New
Bank of America
3
Bank of America
North Carolina
$694M 5,799,555 +112,900 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$600M 5,019,739 -495,035 -9%
Financial Engines Advisors
5
Financial Engines Advisors
California
$501M 4,191,808 -59,716 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$469M 3,921,447 +93,139 +2%
Morgan Stanley
7
Morgan Stanley
New York
$377M 3,148,801 +468,841 +17%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$317M 2,647,641 +2,632,906 +17,868%
Truist Financial
9
Truist Financial
North Carolina
$282M 2,360,627 -54,455 -2%
Ameriprise
10
Ameriprise
Minnesota
$265M 2,213,593 +238,424 +12%
Bank Julius Baer & Co
11
Bank Julius Baer & Co
Switzerland
$248M 1,751,453 -81,517 -4%
Cerity Partners
12
Cerity Partners
New York
$244M 2,035,960 +142,904 +8%
AssetMark Inc
13
AssetMark Inc
California
$233M 1,949,576 -284,953 -13%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$231M 1,929,728 -43,035 -2%
LPL Financial
15
LPL Financial
California
$214M 1,785,428 +334,081 +23%
Creative Planning
16
Creative Planning
Kansas
$210M 1,753,627 -117,937 -6%
UBS Group
17
UBS Group
Switzerland
$196M 1,637,815 -190,901 -10%
Wells Fargo
18
Wells Fargo
California
$191M 1,593,910 +232,052 +17%
Stifel Financial
19
Stifel Financial
Missouri
$185M 1,544,110 -10,908 -0.7%
JFGIW
20
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152M 1,272,704 -42,626 -3%
WA
21
WestEnd Advisors
North Carolina
$144M 1,205,936 -49,970 -4%
RJA
22
Raymond James & Associates
Florida
$143M 1,194,094 -17,129 -1%
TWM
23
Tanglewood Wealth Management
Texas
$131M 1,095,189 -193,281 -15%
Charles Schwab
24
Charles Schwab
California
$128M 1,069,518 -2,704,110 -72%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$114M 953,732 +88,813 +10%