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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

663 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 225 reducing their positions, and 75 closing their positions.

Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.65%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
84
Increased
252
Reduced
225
Closed
75
Calls
$16.3M
Puts
$207M
Net Calls
-$190M
Net Calls Change
-$139M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$436M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$637M
3
Bank of America
3
Bank of America
North Carolina
$657M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$41.9M
5
AssetMark Inc
5
AssetMark Inc
California
$258M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$90.9M
2
Cerity Partners
2
Cerity Partners
New York
$219M
3
Jane Street
3
Jane Street
New York
$6M
4
Morgan Stanley
4
Morgan Stanley
New York
$309M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
651
Smithfield Trust
Pennsylvania
$3K +$3K +22 New
WT
652
Washington Trust
Rhode Island
$2.89K -$1.04K -9 -26%
SAM
653
Smartleaf Asset Management
Massachusetts
$2.78K +$2.78K +24 New
TFF
654
The Family Firm
Maryland
$2.52K +$2.52K +22 New
OP
655
ORG Partners
Indiana
$2.41K +$2.41K +21 New
CWC
656
Carolinas Wealth Consulting
North Carolina
$2.19K -$346 -3 -14%
VWM
657
Venturi Wealth Management
Texas
$1.99K – – –
AFWM
658
Abich Financial Wealth Management
Virginia
$1.62K -$36.6K -317 -96%
SS
659
Sunbelt Securities
Texas
$609 -$122 -1 -17%
SIS
660
Sound Income Strategies
Florida
$577 -$12.7K -110 -96%
BCMLT
661
Beacon Capital Management LLC (Tennessee)
Tennessee
$577 – – –
FCAS
662
First Command Advisory Services
Texas
$462 – – –
GJWM
663
Gilliland Jeter Wealth Management
Arkansas
$462 +$462 +4 New
IBOK
664
Independence Bank of Kentucky
Kentucky
$346 – – –
KFI
665
Key Financial Inc
Pennsylvania
$346 – – –
GWP
666
Gen-Wealth Partners
Michigan
$144 -$1.44K -10 -91%
SFC
667
Strategic Financial Concepts
Texas
$124 +$124 +14,521 New
CSIA
668
Charles Schwab Investment Advisory
California
– -$314M -2,713,582 Closed
GS
669
GTS Securities
New York
– -$12M -103,671 Closed
AIG
670
American International Group
New York
– -$8.71M -75,200 Closed
MWM
671
Merriman Wealth Management
Washington
– -$5.82M -50,226 Closed
RVPG
672
Relative Value Partners Group
– -$5.25M -44,672 Closed
HA
673
HC Advisors
Georgia
– -$4.77M -41,205 Closed
CWM
674
Centric Wealth Management
Illinois
– -$4.51M -39,769 Closed
CC
675
Centiva Capital
New York
– -$3.89M -33,600 Closed
25 26
27
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