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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

663 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 225 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.64%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
84
Increased
252
Reduced
225
Closed
75
Calls
$16.3M
Puts
$207M
Net Calls
-$190M
Net Calls Change
-$139M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$436M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$637M
3
Bank of America
Bank of America
North Carolina
$657M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$41.9M
5
AssetMark Inc
AssetMark Inc
California
$258M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$90.9M
2
Cerity Partners
Cerity Partners
New York
$219M
3
Jane Street
Jane Street
New York
$6M
4
Morgan Stanley
Morgan Stanley
New York
$309M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
251
Cowen and Company
New York
$2.31M +$577K +5,000 +33%
SI
252
Stephens Inc
Arkansas
$2.31M -$26.1K -226 -1%
SFG
253
Sage Financial Group
Pennsylvania
$2.31M +$2.31M +19,969 New
GFG
254
Goldstone Financial Group
Illinois
$2.29M +$58.3K +505 +3%
OC
255
Oarsman Capital
Wisconsin
$2.29M -$840K -7,274 -27%
IA
256
IFP Advisors
Florida
$2.27M -$106K -916 -4%
CIC
257
Carnegie Investment Counsel
Ohio
$2.27M -$2.31K -20 -0.1%
CCM
258
Crabel Capital Management
California
$2.26M +$816K +7,071 +56%
ES
259
ETF Store
Kansas
$2.25M -$2.12M -18,326 -48%
VW
260
Veridan Wealth
Oregon
$2.25M +$2.25M +18,867 New
TAM
261
Titleist Asset Management
Texas
$2.24M +$155K +1,346 +7%
WT
262
Whittier Trust
California
$2.23M -$93.2K -807 -4%
SMFG
263
Sumitomo Mitsui Financial Group
Japan
$2.2M +$413K +3,576 +23%
MG
264
Mather Group
Illinois
$2.19M -$1.3M -11,218 -37%
SIA
265
Strategic Investment Advisors
Michigan
$2.17M +$391K +3,387 +22%
SWM
266
Spire Wealth Management
Virginia
$2.16M +$499K +4,318 +30%
TA
267
TFB Advisors
Kansas
$2.16M +$13.4K +116 +0.6%
FA
268
Faithward Advisors
Pennsylvania
$2.15M -$642K -5,560 -23%
RCA
269
Resonant Capital Advisors
Wisconsin
$2.1M – – –
JF
270
Jump Financial
Illinois
$2.06M +$2.06M +17,817 New
LPT
271
Legacy Private Trust
Wisconsin
$2.05M – – –
PF
272
Parker Financial
Washington
$2.03M -$152K -1,303 -7%
EH
273
Equitable Holdings
New York
$2.02M -$246K -2,133 -11%
DLCIG
274
D.L. Carlson Investment Group
New Hampshire
$2.01M +$218K +1,885 +12%
MFG
275
Magnus Financial Group
New York
$2.01M +$116K +1,004 +6%
9 10
11
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