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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.

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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$128M
2
MMI
Matson Money Inc
Ohio
$0
3
HNB
Huntington National Bank
Ohio
$94.2M
4
BlackRock
BlackRock
New York
$88.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$600M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
476
Freedom Investment Management
Connecticut
$454K – – –
ATPW
477
Ashton Thomas Private Wealth
Arizona
$452K +$350K +2,927 +344%
BL
478
BFSG LLC
California
$445K -$182K -1,523 -29%
BWM
479
Brophy Wealth Management
New Hampshire
$441K +$441K +3,688 New
FA
480
Fiduciary Alliance
South Carolina
$439K -$21.4K -179 -5%
AA
481
Alesco Advisors
New York
$432K -$10.2K -85 -2%
SAA
482
Southeast Asset Advisors
Georgia
$425K – – –
VA
483
Valmark Advisers
Ohio
$423K -$47.7K -399 -10%
LFAS
484
Level Four Advisory Services
Texas
$422K -$27.4K -235 -6%
RBC
485
Roble Belko & Company
Pennsylvania
$410K – – –
Empower Advisory Group
486
Empower Advisory Group
Colorado
$408K -$67.3K -563 -14%
VWM
487
Valley Wealth Managers
New Jersey
$407K -$22K -184 -5%
AWA
488
Arkadios Wealth Advisors
Georgia
$403K +$71.9K +601 +22%
SAS
489
Stelac Advisory Services
New York
$400K +$204K +1,703 +104%
WPA
490
West Paces Advisors
Georgia
$399K -$312K -2,607 -44%
VCP
491
Vista Capital Partners
Oregon
$398K -$2.27K -19 -0.6%
CI
492
CacheTech Inc
Utah
$398K -$2.87K -24 -0.7%
AWM
493
Adams Wealth Management
Utah
$398K -$2.87K -24 -0.7%
SPC
494
Sigma Planning Corp
Michigan
$391K +$37.2K +311 +11%
VFA
495
Voya Financial Advisors
Connecticut
$391K +$391K +3,261 New
FAM
496
Forte Asset Management
New York
$389K – – –
AWM
497
Aries Wealth Management
Maine
$387K +$10.9K +91 +3%
Members Trust
498
Members Trust
Florida
$386K -$73.7K -616 -16%
TFCP
499
Twin Focus Capital Partners
Massachusetts
$383K +$383K +3,200 New
AA
500
AlphaCentric Advisors
Puerto Rico
$374K -$127K -1,060 -25%
18 19
20
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