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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 %
GWM
276
Geneos Wealth Management
Colorado
$2.31M +$71.5K +619 +3%
TSS
277
Two Sigma Securities
New York
$2.29M +$881K +7,621 +63%
OC
278
Oarsman Capital
Wisconsin
$2.28M -$327K -2,833 -13%
SI
279
Stephens Inc
Arkansas
$2.28M -$41.5K -359 -2%
MWM
280
Meridian Wealth Management
Kentucky
$2.21M -$125K -1,084 -5%
BMCM
281
Bryn Mawr Capital Management
Pennsylvania
$2.21M -$116K -1,000 -5%
RAM
282
Riggs Asset Management
Pennsylvania
$2.17M +$5.43K +47 +0.3%
MFG
283
Merit Financial Group
Georgia
$2.17M +$2.17M +18,739 New
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.12M +$44.4K +384 +2%
RCA
285
Resonant Capital Advisors
Wisconsin
$2.11M – – –
WT
286
Whittier Trust
California
$2.09M -$115K -994 -5%
MWM
287
Moulton Wealth Management
Washington
$2.06M -$321K -2,779 -14%
Manulife (Manufacturers Life Insurance)
288
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.03M -$1.79M -15,500 -47%
PEA
289
Park Edge Advisors
Ohio
$2.03M +$218K +1,889 +12%
SIA
290
Strategic Investment Advisors
Michigan
$2.02M +$210K +1,816 +12%
LPT
291
Legacy Private Trust
Wisconsin
$2.01M -$136K -1,176 -6%
JF
292
Jump Financial
Illinois
$2.01M -$3.05M -26,371 -60%
CTA
293
Chesley Taft & Associates
Illinois
$2M -$435K -3,765 -18%
1NWS
294
1 North Wealth Services
Maryland
$1.99M +$1.99M +17,241 New
RCG
295
Regatta Capital Group
California
$1.97M +$28K +242 +1%
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$1.96M -$31.3K -271 -2%
BWM
297
Bulltick Wealth Management
Florida
$1.95M +$1.28M +11,054 +190%
SWM
298
Spire Wealth Management
Virginia
$1.92M -$102K -883 -5%
VWA
299
Visionary Wealth Advisors
Illinois
$1.89M +$1.68M +14,501 +799%
E
300
EntreWealth
Texas
$1.88M +$1.88M +15,745 New
10 11
12
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