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iShares 3-7 Year Treasury Bond ETF

723 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, 292 increasing their positions, 221 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $6.62M

123% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 52

32% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 221

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

12% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.27B)

8% more funds holding

Funds holding: 667723 (+56)

2.05% more ownership

Funds ownership: 76.35%78.4% (+2.1%)

Holders
723
Holders Change
+56
Holders Change %
+8.4%
% of All Funds
10.38%
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
292
Reduced
221
Closed
52
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.15B +$26.7M +226,138 +2%
Invesco
2
Invesco
Georgia
$765M +$756M +6,397,900 New
Bank of America
3
Bank of America
North Carolina
$694M +$13.3M +112,900 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$600M -$58.5M -495,035 -9%
Financial Engines Advisors
5
Financial Engines Advisors
California
$501M -$7.06M -59,716 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$469M +$11M +93,139 +2%
Morgan Stanley
7
Morgan Stanley
New York
$377M +$55.4M +468,841 +17%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$317M +$311M +2,632,906 +17,868%
Truist Financial
9
Truist Financial
North Carolina
$282M -$6.44M -54,455 -2%
Ameriprise
10
Ameriprise
Minnesota
$265M +$28.2M +238,424 +12%
Bank Julius Baer & Co
11
Bank Julius Baer & Co
Switzerland
$248M -$9.63M -81,517 -4%
Cerity Partners
12
Cerity Partners
New York
$244M +$16.9M +142,904 +8%
AssetMark Inc
13
AssetMark Inc
California
$233M -$33.7M -284,953 -13%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$231M -$5.09M -43,035 -2%
LPL Financial
15
LPL Financial
California
$214M +$39.5M +334,081 +23%
Creative Planning
16
Creative Planning
Kansas
$210M -$13.9M -117,937 -6%
UBS Group
17
UBS Group
Switzerland
$196M -$22.6M -190,901 -10%
Wells Fargo
18
Wells Fargo
California
$191M +$27.4M +232,052 +17%
Stifel Financial
19
Stifel Financial
Missouri
$185M -$1.29M -10,908 -0.7%
JFGIW
20
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152M -$5.04M -42,626 -3%
WA
21
WestEnd Advisors
North Carolina
$144M -$5.91M -49,970 -4%
RJA
22
Raymond James & Associates
Florida
$143M -$2.02M -17,129 -1%
TWM
23
Tanglewood Wealth Management
Texas
$131M -$22.8M -193,281 -15%
Charles Schwab
24
Charles Schwab
California
$128M -$320M -2,704,110 -72%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$114M +$10.5M +88,813 +10%