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iShares 3-7 Year Treasury Bond ETF
IEI

734 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 108 funds opening new positions, 285 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $135M | Put options by funds: $61M

38% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 78

21% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 235

15% more funds holding in top 10

Funds holding in top 10: 48 → 55 (+7)

3.75% more ownership

Funds ownership: 78.4% → 82.15% (+3.7%)

1% more funds holding

Funds holding: 724 → 734 (+10)

1% less capital invested

Capital invested by funds: $11.9B → $11.9B (-$79.9M)

Holders
734
Holders Change
+10
Holders Change %
+1.38%
% 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
0.72%
New
108
Increased
285
Reduced
235
Closed
78
Calls
$135M
Puts
$61M
Net Calls
+$74.1M
Net Calls Change
+$60.2M

Top Buyers

1
WL
WIT LLC
District of Columbia
+$205M
2
Bank of America
Bank of America
North Carolina
+$117M
3
JP Morgan Chase
JP Morgan Chase
New York
+$98.3M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$86.7M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$68.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$77.8M
3
Morgan Stanley
Morgan Stanley
New York
-$46.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
326
Wealthfront Advisers
California
$1.4M +$272K +2,328 +24%
WF
327
Warner Financial
Maryland
$1.4M +$218K +1,870 +18%
HWA
328
HCR Wealth Advisors
California
$1.39M -$38.6K -331 -3%
PF
329
Parker Financial
Washington
$1.38M -$319K -2,732 -19%
BSB
330
Bangor Savings Bank
Maine
$1.37M -$189K -1,618 -12%
AC
331
Apella Capital
Connecticut
$1.36M +$1.38M +11,782 New
AA
332
AlphaCentric Advisors
Puerto Rico
$1.34M +$993K +8,510 +272%
Simplex Trading
333
Simplex Trading
Illinois
$1.32M +$721K +6,181 +117%
FWM
334
FLP Wealth Management
Arkansas
$1.3M +$1.31M +11,219 New
BCM
335
Brookstone Capital Management
Illinois
$1.27M -$5.02M -43,028 -80%
GRP
336
Global Retirement Partners
California
$1.26M -$410K -3,509 -24%
CWM
337
Congress Wealth Management
Massachusetts
$1.25M +$771K +6,608 +157%
CAG
338
Crestwood Advisors Group
Massachusetts
$1.24M +$1.26M +10,773 New
EWM
339
Endowment Wealth Management
Wisconsin
$1.24M +$219K +1,875 +21%
MBT
340
Montecito Bank & Trust
California
$1.22M -$145K -1,243 -11%
MI
341
Motiv8 Investments
Florida
$1.21M -$148K -1,267 -11%
CIA
342
Concurrent Investment Advisors
Florida
$1.2M -$25.8K -221 -2%
JWCA
343
J.W. Coons Advisors
Ohio
$1.2M -$30.9K -265 -2%
CB
344
Commerce Bank
Missouri
$1.19M -$124K -1,060 -9%
JCM
345
Jacobi Capital Management
Pennsylvania
$1.18M +$106K +911 +10%
CA
346
Cannon Advisors
North Carolina
$1.17M +$14.4K +123 +1%
ACA
347
Aptus Capital Advisors
Alabama
$1.17M +$1.16M +9,960 +5,355%
Vontobel Holding
348
Vontobel Holding
Switzerland
$1.15M +$51.8K +444 +5%
HPM
349
Hudson Portfolio Management
New York
$1.13M +$470K +4,025 +70%
BRWA
350
B. Riley Wealth Advisors
Florida
$1.11M -$1.57M -13,416 -58%
12 13
14
15 16

IEI Hedge Fund Activity: Q4 2024 in Review

734 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2024, worth a combined $11.9B — down 0.67% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IEI positions and 78 closed out — a net gain of 30 holders — while 285 added to existing stakes and 235 trimmed.

The largest buyer was WIT LLC, adding an estimated $205M. The largest seller was Fidelity Investments, cutting an estimated $235M.

  • 734 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2024, up from 724 in Q3 2024.
  • Funds reported $11.9B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2024, down 0.67% quarter-over-quarter.
  • 108 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2024 and 78 closed out, a net change of +30 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2024 was WIT LLC, an estimated $205M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2024 was Fidelity Investments, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2024.