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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

720 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 291 increasing their positions, 220 reducing their positions, and 51 closing their positions.

Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.42%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
116
Increased
291
Reduced
220
Closed
51
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M

Top Buyers

1
Invesco
1
Invesco
Georgia
$765M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$317M
3
Morgan Stanley
3
Morgan Stanley
New York
$377M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$56M
5
LPL Financial
5
LPL Financial
California
$214M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$128M
2
MMI
2
Matson Money Inc
Ohio
$0
3
HNB
3
Huntington National Bank
Ohio
$94.2M
4
BlackRock
4
BlackRock
New York
$88.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$600M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
– – – –
BlackRock
27
BlackRock
New York
$88.2M 737,565 -629,290 -46%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$77.5M 648,224 +285,268 +79%
FWI
29
Facet Wealth Inc
Maryland
$72.5M 624,762 +38,831 +7%
CF
30
Clarity Financial
Texas
$64.6M 539,867 +270,178 +100%
WL
31
WIT LLC
District of Columbia
$64M 1,757 +834 +90%
SFG
32
SNS Financial Group
Minnesota
$62.1M 518,874 +15,820 +3%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$61.3M 512,797 +12,750 +3%
CFIA
34
Cantor Fitzgerald Investment Advisors
New York
$60.4M 505,304 +32,736 +7%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$59.6M 497,746 +212,472 +74%
ECM
36
Evergreen Capital Management
Washington
$58.2M 486,286 +63,552 +15%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$56M 468,420 +447,119 +2,099%
Victory Capital Management
38
Victory Capital Management
Texas
$55.7M 465,638 -13,608 -3%
SPIA
39
Strategic Point Investment Advisors
Rhode Island
$47.5M 396,838 +13,590 +4%
KeyBank National Association
40
KeyBank National Association
Ohio
$45.7M 382,328 -14,510 -4%
AAG
41
Armstrong Advisory Group
Massachusetts
$44.6M 372,871 +41,279 +12%
Citadel Advisors
42
Citadel Advisors
Florida
$43.4M 362,904 +268,311 +284%
TPCW
43
TD Private Client Wealth
New York
$43.3M 361,867 +543 +0.2%
SF
44
Synovus Financial
Georgia
$43.2M 361,167 +3,800 +1%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$40.5M 338,769 +32,436 +11%
DI
46
DDFG Inc
California
$40.4M 338,074 +85,011 +34%
HighTower Advisors
47
HighTower Advisors
Illinois
$38.1M 318,604 +134,620 +73%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$36.7M 307,150 +29,334 +11%
BCMO
49
Buckingham Capital Management (Ohio)
Ohio
$36.2M 302,842 -1,900 -0.6%
RWP
50
RWA Wealth Partners
Massachusetts
$35.8M 299,096 -3,363 -1%
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