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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 %
HH
301
Hilltop Holdings
Texas
$1.88M +$829K +7,171 +79%
TCM
302
Twele Capital Management
Minnesota
$1.86M +$46.3K +401 +3%
ACM
303
AUA Capital Management
Pennsylvania
$1.83M – – –
SCP
304
Silverleafe Capital Partners
Tennessee
$1.83M +$1.83M +15,830 New
KFG
305
Kelly Financial Group
Connecticut
$1.8M +$1.8M +15,540 New
TA
306
TFB Advisors
Kansas
$1.77M -$16.3K -141 -0.9%
AP
307
Atwood & Palmer
Missouri
$1.77M +$1.46M +12,657 +483%
MCC
308
Money Concepts Capital
Florida
$1.74M +$105K +910 +6%
OAJ
309
Ogorek Anthony Joseph
New York
$1.74M +$602K +5,216 +53%
AFG
310
Atomi Financial Group
New York
$1.73M +$901K +7,793 +109%
VCM
311
Verger Capital Management
North Carolina
$1.72M +$1.38M +11,950 +412%
AF
312
Allworth Financial
California
$1.71M -$982K -8,495 -37%
EWA
313
EverSource Wealth Advisors
Alabama
$1.69M +$208K +1,796 +14%
AG
314
AlTi Global
New York
$1.68M -$2.89K -25 -0.2%
SPIA
315
Steward Partners Investment Advisory
New York
$1.61M +$1.39M +12,061 +642%
KWM
316
Kingsview Wealth Management
Oregon
$1.58M +$40.4K +350 +3%
GVCM
317
Global View Capital Management
Wisconsin
$1.58M +$1.58M +13,641 New
PIM
318
Penobscot Investment Management
Massachusetts
$1.56M -$85.5K -740 -5%
EGA
319
E&G Advisors
Texas
$1.55M – – –
NL
320
NWAM LLC
Washington
$1.45M +$711K +6,156 +96%
BPW
321
Bingham Private Wealth
California
$1.44M +$1.44M +12,421 New
WIA
322
World Investment Advisors
California
$1.43M +$415K +3,593 +41%
PCIG
323
Partners Capital Investment Group
Massachusetts
$1.43M -$1.4M -12,089 -49%
BHB
324
Bank Hapoalim BM
Israel
$1.41M -$2.37M – –
Wealthfront Advisers
325
Wealthfront Advisers
California
$1.4M +$269K +2,328 +24%
11 12
13
14 15