We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

668 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 85 funds opening new positions, 253 increasing their positions, 227 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 76

11% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 227

4% more capital invested

Capital invested by funds: $10.3B → $10.7B (+$380M)

0.21% more ownership

Funds ownership: 76.14% → 76.35% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 42 → 42 (0)

0% less funds holding

Funds holding: 669 → 668 (-1)

92% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $207M

Holders
668
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
85
Increased
253
Reduced
227
Closed
76
Calls
$16.3M
Puts
$207M
Net Calls
-$190M
Net Calls Change
-$139M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$292M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$271M
3
Bank of America
Bank of America
North Carolina
+$59.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$41.6M
5
AssetMark Inc
AssetMark Inc
California
+$39.5M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$66.3M
2
Jane Street
Jane Street
New York
-$47.6M
3
Morgan Stanley
Morgan Stanley
New York
-$41.1M
4
TC
Teilinger Capital
Texas
-$27.5M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
651
Chesapeake Asset Management
New York
$4.16K +$4.13K +36 New
TAM
652
Townsend Asset Management
North Carolina
$4.04K – – –
FMII
653
Farmers & Merchants Investments Inc
Nebraska
$3.93K – – –
AIC
654
Archer Investment Corporation
Indiana
$3.9K – – –
TSMHT
655
Thurston Springer Miller Herd & Titak
Indiana
$3.69K +$3.67K +32 New
ST
656
Smithfield Trust
Pennsylvania
$3K +$2.52K +22 New
WT
657
Washington Trust
Rhode Island
$2.89K -$1.03K -9 -26%
SAM
658
Smartleaf Asset Management
Massachusetts
$2.77K +$2.75K +24 New
TFF
659
The Family Firm
Maryland
$2.52K +$2.52K +22 New
OP
660
ORG Partners
Indiana
$2.41K +$2.41K +21 New
CWC
661
Carolinas Wealth Consulting
North Carolina
$2.19K -$344 -3 -14%
VWM
662
Venturi Wealth Management
Texas
$1.99K – – –
AFWM
663
Abich Financial Wealth Management
Virginia
$1.62K -$36.3K -317 -96%
SS
664
Sunbelt Securities
Texas
$609 -$115 -1 -17%
SIS
665
Sound Income Strategies
Florida
$577 -$12.6K -110 -96%
BCMLT
666
Beacon Capital Management LLC (Tennessee)
Tennessee
$577 – – –
FCAS
667
First Command Advisory Services
Texas
$462 – – –
GJWM
668
Gilliland Jeter Wealth Management
Arkansas
$462 +$459 +4 New
IBOK
669
Independence Bank of Kentucky
Kentucky
$346 – – –
KFI
670
Key Financial Inc
Pennsylvania
$346 – – –
GWP
671
Gen-Wealth Partners
Michigan
$144 -$1.15K -10 -91%
SFC
672
Strategic Financial Concepts
Texas
$124 +$1.66M +14,521 New
CSIA
673
Charles Schwab Investment Advisory
California
– -$314M -2,713,582 Closed
GS
674
GTS Securities
New York
– -$12M -103,671 Closed
AIG
675
American International Group
New York
– -$8.71M -75,200 Closed
25 26
27
28 29

IEI Hedge Fund Activity: Q2 2024 in Review

668 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2024, worth a combined $10.7B — up 3.7% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IEI positions and 76 closed out — a net gain of 9 holders — while 253 added to existing stakes and 227 trimmed.

The largest buyer was Charles Schwab, adding an estimated $292M. The largest seller was Cerity Partners, cutting an estimated $66.3M.

  • 668 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2024, down from 669 in Q1 2024.
  • Funds reported $10.7B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 85 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2024 and 76 closed out, a net change of +9 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $292M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2024 was Cerity Partners, an estimated $66.3M sold.

Based on aggregated 13F filings for Q2 2024.