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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.

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
1
Bank of America
North Carolina
$786M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.21B
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$140M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$374M
5
Mariner
5
Mariner
Kansas
$67.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$347M
2
HNB
2
Huntington National Bank
Ohio
$97.2M
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$318M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$426M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
– – – –
BlackRock
27
BlackRock
New York
$83.6M 723,651 -13,914 -2%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$77.6M 671,695 +23,471 +4%
FWI
29
Facet Wealth Inc
Maryland
$77.3M 666,834 +42,072 +7%
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.4M 605,888 -666,816 -52%
SPIA
31
Strategic Point Investment Advisors
Rhode Island
$67.5M 584,445 +187,607 +47%
Mariner
32
Mariner
Kansas
$67.4M 583,032 +518,852 +808%
CF
33
Clarity Financial
Texas
$64.2M 555,266 +15,399 +3%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$62.4M 540,451 +27,654 +5%
SFG
35
SNS Financial Group
Minnesota
$62.4M 540,089 +21,215 +4%
WL
36
WIT LLC
District of Columbia
$58.7M 1,757,083 +1,755,326 +99,905%
ECM
37
Evergreen Capital Management
Washington
$56.8M 491,543 +5,257 +1%
CA
38
CSM Advisors
Pennsylvania
$52.4M 453,400 +226,700 +100%
Victory Capital Management
39
Victory Capital Management
Texas
$50.6M 438,267 -27,371 -6%
CFIA
40
Cantor Fitzgerald Investment Advisors
New York
$48.9M 423,154 -82,150 -16%
KeyBank National Association
41
KeyBank National Association
Ohio
$46.1M 399,078 +16,750 +4%
AAG
42
Armstrong Advisory Group
Massachusetts
$45.1M 390,284 +17,413 +5%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$43.7M 377,910 +70,760 +23%
TPCW
44
TD Private Client Wealth
New York
$43.1M 373,396 +11,529 +3%
SF
45
Synovus Financial
Georgia
$42.8M 370,810 +9,643 +3%
Kovitz Investment Group Partners
46
Kovitz Investment Group Partners
Illinois
$42.1M 363,462 -134,284 -27%
DI
47
DDFG Inc
California
$39.8M 344,751 +6,677 +2%
Lido Advisors
48
Lido Advisors
California
$37M 320,094 +307,602 +2,462%
CRC
49
Curi RMB Capital
Illinois
$35.7M 308,533 +27,049 +10%
BCMO
50
Buckingham Capital Management (Ohio)
Ohio
$34.7M 300,018 -2,824 -0.9%
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