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iShares 3-7 Year Treasury Bond ETF

751 hedge funds and large institutions have $12.7B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 268 increasing their positions, 292 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-10
Holders Change %
-1.31%
% of All Funds
10.07%
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
87
Increased
268
Reduced
292
Closed
78
Calls
$128M
Puts
$104M
Net Calls
+$24.1M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.43B -$15.3M -128,691 -1%
Bank of America
2
Bank of America
North Carolina
$809M -$112M -936,303 -12%
Invesco
3
Invesco
Georgia
$511M -$251M -2,105,800 -33%
Financial Engines Advisors
4
Financial Engines Advisors
California
$478M -$10M -84,211 -2%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$435M +$16.9M +142,100 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$401M -$45.6M -382,774 -10%
Morgan Stanley
7
Morgan Stanley
New York
$361M -$15.5M -130,444 -4%
Ameriprise
8
Ameriprise
Minnesota
$327M +$34.6M +290,112 +12%
AssetMark Inc
9
AssetMark Inc
California
$303M +$29.8M +250,180 +11%
WL
10
WIT LLC
District of Columbia
$294M -$278M -2,330,696 -49%
Bank Julius Baer & Co
11
Bank Julius Baer & Co
Switzerland
$292M +$36.7M +307,919 +14%
UBS Group
12
UBS Group
Switzerland
$261M +$57.9M +485,955 +28%
Stifel Financial
13
Stifel Financial
Missouri
$258M +$75.7M +635,597 +41%
Wells Fargo
14
Wells Fargo
California
$251M +$3.33M +27,986 +1%
LPL Financial
15
LPL Financial
California
$223M -$2.28M -19,165 -1%
Truist Financial
16
Truist Financial
North Carolina
$223M -$41.2M -345,583 -16%
Cerity Partners
17
Cerity Partners
New York
$214M -$63.2M -530,341 -23%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$187M -$28.8M -241,633 -13%
Creative Planning
19
Creative Planning
Kansas
$171M -$12.6M -105,391 -7%
Raymond James Financial
20
Raymond James Financial
Florida
$154M -$10.4M -87,537 -6%
TWM
21
Tanglewood Wealth Management
Texas
$126M -$616K -5,175 -0.5%
Charles Schwab
22
Charles Schwab
California
$124M -$2.02M -16,969 -2%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$121M -$11M -92,261 -8%
WA
24
WestEnd Advisors
North Carolina
$121M -$14.6M -122,784 -11%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$115M -$7.76M -65,172 -6%