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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 %
AWA
376
Arete Wealth Advisors
Illinois
$901K -$42.6K -369 -5%
SWP
377
Summit Wealth Partners
Florida
$895K +$242K +2,093 +37%
SMWM
378
Silvia McColl Wealth Management
California
$891K -$129K -1,118 -13%
TC
379
TAP Consulting
Missouri
$889K -$424K -3,671 -32%
FMI
380
F/M Investments
District of Columbia
$881K +$881K +7,625 New
OAS
381
Optivise Advisory Services
Tennessee
$879K – – –
IA
382
IFG Advisory
Georgia
$876K +$876K +7,579 New
ULWM
383
Upper Left Wealth Management
Florida
$872K -$17.8K -154 -2%
PAYA
384
Phil A. Younker & Associates
Alaska
$867K +$867K +7,500 New
PFG
385
Pacific Financial Group
Washington
$865K -$15.7K -136 -2%
OP
386
ORG Partners
Indiana
$864K +$5.66K +49 +0.7%
CL
387
Choreo LLC
Illinois
$860K -$133K -1,147 -13%
FA
388
Faithward Advisors
Pennsylvania
$857K -$1.22M -10,543 -59%
CAS
389
Coppell Advisory Solutions
Texas
$854K -$18.3K -158 -2%
Lazard Asset Management
390
Lazard Asset Management
New York
$848K -$878K – –
CLOS
391
Compagnie Lombard Odier SCmA
Switzerland
$844K +$652K +5,642 +340%
CCB
392
Country Club Bank
Missouri
$839K +$183K +1,587 +28%
AFG
393
ABLE Financial Group
Arizona
$836K – – –
IPWA
394
International Private Wealth Advisors
California
$820K +$820K +7,095 New
IAS
395
IMA Advisory Services
Colorado
$818K – – –
TCCM
396
Timber Creek Capital Management
Massachusetts
$818K -$90.2K -781 -10%
WANY
397
Wealthspire Advisors (New York)
New York
$814K -$524K -4,538 -39%
TFCP
398
Twin Focus Capital Partners
Massachusetts
$803K +$433K +3,746 +117%
MWM
399
MorganRosel Wealth Management
Colorado
$796K -$20.8K -180 -3%
PS
400
Principal Securities
Iowa
$776K +$19.9K +172 +3%
14 15
16
17 18