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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Invesco
Invesco
Georgia
$765M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$317M
3
Morgan Stanley
Morgan Stanley
New York
$377M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$56M
5
LPL Financial
LPL Financial
California
$214M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$128M
2
MMI
Matson Money Inc
Ohio
$0
3
HNB
Huntington National Bank
Ohio
$94.2M
4
BlackRock
BlackRock
New York
$88.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$600M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
251
Fortune Financial Advisors
Kansas
$2.96M +$41.4K +346 +1%
IA
252
IFP Advisors
Florida
$2.93M +$578K +4,830 +25%
PCIG
253
Partners Capital Investment Group
Massachusetts
$2.92M -$1.34M -11,168 -31%
SWA
254
SFMG Wealth Advisors
Texas
$2.92M -$560K -4,680 -16%
ES
255
ETF Store
Kansas
$2.88M +$546K +4,565 +23%
MFG
256
Magnus Financial Group
New York
$2.86M +$776K +6,491 +37%
CFGS
257
Concourse Financial Group Securities
Alabama
$2.83M +$127K +1,063 +5%
ECA
258
Elevated Capital Advisors
Utah
$2.82M -$771K -6,443 -21%
EWM
259
Edge Wealth Management
New York
$2.8M +$169K +1,409 +6%
ASN
260
Advisory Services Network
Georgia
$2.79M – – –
SC
261
Sykon Capital
New York
$2.79M +$2.79M +23,323 New
AF
262
Allworth Financial
California
$2.78M +$142K +1,185 +5%
Goldman Sachs
263
Goldman Sachs
New York
$2.76M -$2.69M -22,476 -49%
GFG
264
Goldstone Financial Group
Illinois
$2.76M +$387K +3,234 +16%
PG
265
Proffitt & Goodson
Tennessee
$2.76M +$106K +888 +4%
BRWA
266
B. Riley Wealth Advisors
Florida
$2.75M -$459K -3,845 -14%
DWA
267
Delap Wealth Advisory
Oregon
$2.75M -$68.4K -572 -2%
FT
268
Fiduciary Trust
Massachusetts
$2.74M +$1.5M +12,532 +121%
CIAS
269
Capital Investment Advisory Services
North Carolina
$2.72M -$265K -2,218 -9%
RJT
270
Raymond James Trust
Florida
$2.71M +$645K +5,389 +31%
OC
271
Oarsman Capital
Wisconsin
$2.7M +$336K +2,806 +14%
MLM
272
Mount Lucas Management
Pennsylvania
$2.68M -$729K -6,091 -21%
RVM
273
Robinson Value Management
Texas
$2.67M +$12K +100 +0.5%
CTA
274
Chesley Taft & Associates
Illinois
$2.52M +$821K +6,865 +48%
BHBT
275
Burke & Herbert Bank & Trust
Virginia
$2.49M – – –
9 10
11
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