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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$347M
2
HNB
Huntington National Bank
Ohio
$97.2M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.4M
4
Morgan Stanley
Morgan Stanley
New York
$318M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
326
Warner Financial
Maryland
$1.4M +$216K +1,870 +18%
HWA
327
HCR Wealth Advisors
California
$1.39M -$38.2K -331 -3%
PF
328
Parker Financial
Washington
$1.38M -$316K -2,732 -19%
BSB
329
Bangor Savings Bank
Maine
$1.37M -$187K -1,618 -12%
AC
330
Apella Capital
Connecticut
$1.36M +$1.36M +11,782 New
AA
331
AlphaCentric Advisors
Puerto Rico
$1.34M +$983K +8,510 +272%
Simplex Trading
332
Simplex Trading
Illinois
$1.33M +$714K +6,181 +117%
FWM
333
FLP Wealth Management
Arkansas
$1.3M +$1.3M +11,219 New
BCM
334
Brookstone Capital Management
Illinois
$1.27M -$4.97M -43,028 -80%
GRP
335
Global Retirement Partners
California
$1.26M -$405K -3,509 -24%
CWM
336
Congress Wealth Management
Massachusetts
$1.25M +$764K +6,608 +157%
CAG
337
Crestwood Advisors Group
Massachusetts
$1.24M +$1.24M +10,773 New
EWM
338
Endowment Wealth Management
Wisconsin
$1.24M +$217K +1,875 +21%
MBT
339
Montecito Bank & Trust
California
$1.22M -$144K -1,243 -11%
MI
340
Motiv8 Investments
Florida
$1.21M -$146K -1,267 -11%
CIA
341
Concurrent Investment Advisors
Florida
$1.2M -$25.5K -221 -2%
JWCA
342
J.W. Coons Advisors
Ohio
$1.2M -$30.6K -265 -2%
CB
343
Commerce Bank
Missouri
$1.19M -$122K -1,060 -9%
JCM
344
Jacobi Capital Management
Pennsylvania
$1.18M +$105K +911 +10%
CA
345
Cannon Advisors
North Carolina
$1.17M +$14.2K +123 +1%
ACA
346
Aptus Capital Advisors
Alabama
$1.17M +$1.15M +9,960 +5,355%
Vontobel Holding
347
Vontobel Holding
Switzerland
$1.15M +$51.3K +444 +5%
HPM
348
Hudson Portfolio Management
New York
$1.13M +$465K +4,025 +70%
BRWA
349
B. Riley Wealth Advisors
Florida
$1.11M -$1.55M -13,416 -58%
PAM
350
Peak Asset Management
Colorado
$1.08M +$1.08M +9,370 New
12 13
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