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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

726 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 284 increasing their positions, 234 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+6
Holders Change %
+0.83%
% of All Funds
9.67%
Holding in Top 10
55
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.58%
% of All Funds
0.73%
New
104
Increased
284
Reduced
234
Closed
78
Calls
$135M
Puts
$61M
Net Calls
+$74.1M
Net Calls Change
+$60.2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$786M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.21B
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$140M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$374M
5
Mariner
5
Mariner
Kansas
$67.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$347M
2
HNB
2
Huntington National Bank
Ohio
$97.2M
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$318M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPW
251
Surience Private Wealth
Washington
$2.92M -$301K -2,609 -9%
MFG
252
Magnus Financial Group
New York
$2.91M +$147K +1,270 +5%
RFC
253
Regions Financial Corp
Alabama
$2.89M -$14.2K -123 -0.5%
EWM
254
Edge Wealth Management
New York
$2.87M +$174K +1,505 +6%
BIP
255
Blueprint Investment Partners
North Carolina
$2.81M -$100K -866 -3%
CFGS
256
Concourse Financial Group Securities
Alabama
$2.81M +$76.4K +661 +3%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$2.8M -$662K -5,727 -19%
MSFS
258
Main Street Financial Solutions
Pennsylvania
$2.75M +$2.75M +23,824 New
PA
259
PFG Advisors
Arizona
$2.74M -$924K -7,994 -25%
FA
260
Forefront Analytics
Pennsylvania
$2.74M +$1.5M +12,961 +120%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$2.66M -$319K -2,764 -11%
FT
262
Fiduciary Trust
Massachusetts
$2.65M – – –
DWA
263
Delap Wealth Advisory
Oregon
$2.63M -$27.2K -235 -1%
SFG
264
SevenBridge Financial Group
Pennsylvania
$2.63M +$464K +4,011 +21%
RVM
265
Robinson Value Management
Texas
$2.62M +$38.4K +332 +1%
CIAS
266
Capital Investment Advisory Services
North Carolina
$2.53M -$93.2K -807 -4%
Jones Financial Companies
267
Jones Financial Companies
Missouri
$2.53M +$1.74M +15,098 +222%
SWA
268
SFMG Wealth Advisors
Texas
$2.51M -$311K -2,692 -11%
JWCA
269
J.W. Cole Advisors
Florida
$2.4M -$1.21M -10,445 -33%
VPA
270
Vernal Point Advisors
California
$2.39M – – –
CCAM
271
Cascades Capital Asset Management
North Carolina
$2.38M +$436K +3,769 +22%
CICC
272
Capital Investment Counsel (Colorado)
Colorado
$2.38M +$100K +865 +4%
BHBT
273
Burke & Herbert Bank & Trust
Virginia
$2.37M -$32.7K -283 -1%
CFP
274
Cascade Financial Partners
California
$2.34M +$352K +3,043 +18%
TIAM2
275
Tru Independence Asset Management 2
Oregon
$2.34M +$40.3K +349 +2%
9 10
11
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