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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 %
RWB
451
RMR Wealth Builders
New Jersey
$520K – – –
CIC
452
Carnegie Investment Counsel
Ohio
$518K -$1.16M -10,044 -69%
WCFA
453
Walkner Condon Financial Advisors
Wisconsin
$513K -$12.5K -108 -2%
Deutsche Bank
454
Deutsche Bank
Germany
$502K – – –
MG
455
Mather Group
Illinois
$501K -$189K -1,639 -27%
CFG
456
Cooper Financial Group
California
$492K -$91.2K -789 -16%
BNP Paribas Financial Markets
457
BNP Paribas Financial Markets
France
$491K -$12.1M -104,516 -96%
SC
458
Schoolcraft Capital
Colorado
$490K +$2.08K +18 +0.4%
NWM
459
Napa Wealth Management
California
$489K -$671K -5,810 -58%
OO
460
Obsido Oy
$487K +$487K +4,215 New
FA
461
Fiduciary Alliance
South Carolina
$480K +$56.6K +490 +13%
CW
462
Channel Wealth
California
$475K +$7.97K +69 +2%
OFG
463
Omega Financial Group
California
$472K +$7.97K +69 +2%
OC
464
Oppenheimer & Co
New York
$468K -$1.04M -9,030 -69%
KSWA
465
Kathleen S. Wright Associates
Pennsylvania
$466K – – –
CAAS
466
Capital Asset Advisory Services
Michigan
$465K -$14.2K -123 -3%
FUBT
467
First United Bank & Trust
Maryland
$460K +$174K +1,509 +61%
SC
468
Savant Capital
Illinois
$460K -$93.2K -807 -17%
CFO
469
CVA Family Office
Colorado
$455K +$178K +1,540 +64%
SAS
470
Stelac Advisory Services
New York
$451K +$65.1K +564 +17%
PI
471
PFG Investments
New York
$451K -$8.09K -70 -2%
SYBT
472
Stock Yards Bank & Trust
Kentucky
$449K +$192K +1,661 +75%
LMKC
473
L.M. Kohn & Company
Ohio
$448K +$448K +3,879 New
TFGT
474
TS Financial Group (TSFG)
Illinois
$445K -$19.2K -166 -4%
GS
475
GTS Securities
New York
$439K -$15.1M -130,819 -97%
17 18
19
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