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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 %
ACP
526
Aveo Capital Partners
Colorado
$304K -$485K -4,200 -61%
PTC
527
Private Trust Company
Ohio
$304K -$9.36K -81 -3%
FA
528
Fiducient Advisors
Illinois
$303K – – –
VPI
529
Value Partners Investments
Manitoba, Canada
$301K -$29.7K -257 -9%
AA
530
Alesco Advisors
New York
$299K -$119K -1,030 -29%
BB
531
Busey Bank
Illinois
$296K – – –
FFC
532
Frederick Financial Consultants
Maryland
$296K +$296K +2,559 New
RF
533
Rossby Financial
Florida
$295K +$295K +2,550 New
GFG
534
Goldstone Financial Group
Illinois
$295K -$2.37M -20,521 -89%
HIF
535
Hill Island Financial
Michigan
$294K +$116 +1 +0%
TPWA
536
TRUE Private Wealth Advisors
Oregon
$291K – – –
B
537
Bellecapital
Switzerland
$285K -$25.4K -220 -8%
DTC
538
Davidson Trust Company
Washington
$284K -$198K -1,715 -41%
WAM
539
WNY Asset Management
New York
$283K -$263K -2,273 -48%
Empower Advisory Group
540
Empower Advisory Group
Colorado
$281K -$113K -977 -29%
CCAL
541
City Center Advisors LLC
Michigan
$281K +$1.04K +9 +0.4%
BFO
542
Boston Family Office
Massachusetts
$279K +$279K +2,413 New
DWAM
543
Duncan Williams Asset Management
Tennessee
$279K +$13.4K +116 +5%
ACP
544
Argyle Capital Partners
California
$271K +$271K +2,342 New
CWM
545
Chemistry Wealth Management
New York
$268K -$53.2K -460 -17%
LCGC
546
Legacy Capital Group California
California
$266K -$78.7K -681 -23%
CCA
547
Cobblestone Capital Advisors
New York
$265K +$265K +2,295 New
KA
548
Kovack Advisors
Florida
$261K +$261K +2,260 New
HIP
549
HUB Investment Partners
Texas
$260K +$26.3K +228 +11%
BJL
550
Brighton Jones LLC
Washington
$259K +$7.39K +64 +3%
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