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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 %
IDBONY
426
Israel Discount Bank of New York
New York
$637K -$52K -450 -8%
TFA
427
Tranquilli Financial Advisor
New Jersey
$634K -$353K -3,057 -36%
AWM
428
Apollon Wealth Management
South Carolina
$628K +$31.4K +272 +5%
IAA
429
Independent Advisor Alliance
North Carolina
$616K +$616K +5,333 New
MWM
430
Maridea Wealth Management
New York
$610K +$610K +5,281 New
AIC
431
Argus Investors Counsel
New York
$609K +$27.2K +235 +5%
LJAC
432
L.J. Altfest & Co
New York
$609K +$609K +5,267 New
VA
433
Valmark Advisers
Ohio
$606K +$198K +1,714 +49%
IWM
434
Iams Wealth Management
Nebraska
$602K +$602K +5,207 New
BEC
435
Blue Edge Capital
Virginia
$596K +$97.9K +847 +20%
VC
436
Vicus Capital
Pennsylvania
$595K +$29.5K +255 +5%
William Blair & Company
437
William Blair & Company
Illinois
$593K -$14.2K -123 -2%
AA
438
Argent Advisors
Louisiana
$586K -$2.08K -18 -0.4%
SWTS
439
Stonehaven Wealth & Tax Solutions
Wisconsin
$579K +$579K +5,009 New
Pathstone Holdings
440
Pathstone Holdings
New Jersey
$569K +$2.89K +25 +0.5%
SGAM
441
Stephens Group Asset Management
Arkansas
$569K -$6.36K -55 -1%
UBP
442
Union Bancaire Privee
Switzerland
$564K +$564K +5,022 New
CB
443
Cadence Bank
Mississippi
$561K -$141K -1,217 -20%
NWM
444
Northwest Wealth Management
Iowa
$560K -$273K -2,361 -33%
CWP
445
Core Wealth Partners
California
$555K +$278K +2,409 +101%
SA
446
Sovran Advisors
California
$547K +$547K +4,768 New
GPA
447
Guerra Pan Advisors
New Jersey
$540K – – –
BPWM
448
Badgley Phelps Wealth Managers
Washington
$535K +$535K +4,629 New
EW
449
Element Wealth
Mississippi
$533K +$5.78K +50 +1%
HC
450
Hara Capital
Washington
$533K +$515K +4,456 +2,856%
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