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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 %
TSS
676
Two Sigma Securities
New York
– -$2.95M -25,479 Closed
MWM
677
Meridian Wealth Management
Kentucky
– -$2.25M -19,446 Closed
SC
678
Sykon Capital
New York
– -$2.12M -18,316 Closed
LFASL
679
Lugano Financial Advisors SA (LFA)
Switzerland
– -$1.72M -14,861 Closed
CCWM
680
Correct Capital Wealth Management
Missouri
– -$1.21M -10,438 Closed
CB
681
Cadence Bank
Mississippi
– -$1.1M -9,528 Closed
ES
682
Eagle Strategies
New York
– -$1.01M -8,701 Closed
LNC
683
Lincoln National Corp
Pennsylvania
– -$881K -7,606 Closed
MCC
684
Money Concepts Capital
Florida
– -$832K -7,181 Closed
FF
685
Fluent Financial
Texas
– -$794K -6,859 Closed
ASFA
686
All Season Financial Advisors
Colorado
– -$653K -5,641 Closed
Susquehanna International Group
687
Susquehanna International Group
Pennsylvania
– -$511K -4,413 Closed
MA
688
MBA Advisors
Pennsylvania
– -$510K -4,404 Closed
VDI
689
Vaughan David Investments
Illinois
– -$480K -4,148 Closed
BPA
690
Beacon Pointe Advisors
California
– -$462K -3,990 Closed
WC
691
Whitney & Co
New York
– -$461K -3,983 Closed
TRCT
692
Tower Research Capital (TRC)
New York
– -$438K -3,784 Closed
CI
693
CPR Investments
Michigan
– -$391K -3,384 Closed
RCS
694
Retirement Capital Strategies
California
– -$385K -3,321 Closed
FPAS
695
Focus Partners Advisor Solutions
Missouri
– -$370K -3,195 Closed
MAM
696
Meeder Asset Management
Ohio
– -$355K -3,066 Closed
FGA
697
Fortis Group Advisors
New Jersey
– -$335K -2,896 Closed
FPW
698
Flagship Private Wealth
Massachusetts
– -$323K -2,786 Closed
PCM
699
Peirce Capital Management
Texas
– -$310K -2,680 Closed
PWMG
700
Pioneer Wealth Management Group
Texas
– -$272K -2,346 Closed
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