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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.63%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$190M
3
CRC
3
Curi RMB Capital
Illinois
$37.4M
4
SF
4
Synovus Financial
Georgia
$41.6M
5
TC
5
Teilinger Capital
Texas
$31.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$352M
2
HNB
2
Huntington National Bank
Ohio
$84.3M
3
Charles Schwab
3
Charles Schwab
California
$142M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$7.46M
5
M&T Bank
5
M&T Bank
New York
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
51
Clarity Financial
Texas
$30.2M +$1.26M +10,886 +4%
MAM
52
Madison Asset Management
Wisconsin
$29.4M +$87.1K +752 +0.3%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$29.1M +$21.2M +182,970 +269%
DI
54
DDFG Inc
California
$28.8M +$4.77M +41,229 +20%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$28.7M -$13.1M -114,122 -31%
PA
56
Parkside Advisors
California
$27.4M +$387K +3,340 +1%
HPA
57
High Probability Advisors
New York
$26.6M +$2.63M +22,721 +11%
Franklin Resources
58
Franklin Resources
California
$26.3M +$4.64M +40,102 +21%
HCM
59
Hilton Capital Management
New York
$25.1M -$18.9M -163,445 -43%
TC
60
Trilogy Capital
California
$24.2M -$156K -1,348 -0.6%
KP
61
Keel Point
Alabama
$23.6M +$3.13M +26,991 +15%
KFAA
62
Klaas Financial Asset Advisors
Illinois
$23.4M +$638K +5,509 +3%
US Bancorp
63
US Bancorp
Minnesota
$22M +$275K +2,375 +1%
AWM
64
AE Wealth Management
Kansas
$21.9M -$17.8M -153,637 -45%
MW
65
MBL Wealth
North Carolina
$21.6M +$2.02M +17,462 +10%
OPS
66
Orion Portfolio Solutions
Nebraska
$21.4M -$6.22M -53,731 -23%
BCI
67
Brinker Capital Investments
Pennsylvania
$21.4M -$6.22M -53,731 -23%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$21.3M -$3.22M -27,817 -13%
HighTower Advisors
69
HighTower Advisors
Illinois
$20.5M -$6.26M -54,057 -23%
BB
70
Berkshire Bank
Massachusetts
$19.8M -$254K -2,192 -1%
FFBTD
71
First Financial Bank - Trust Division
Ohio
$19.7M -$1.41M -12,212 -7%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$19.4M +$13.3M +114,874 +220%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$19.3M +$1.93M +16,629 +11%
SWP
74
Strategic Wealth Partners
Ohio
$18.7M +$1.98M +17,055 +12%
CG
75
CFO4Life Group
Texas
$18.6M +$1.22M +10,563 +7%
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