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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

720 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 291 increasing their positions, 220 reducing their positions, and 51 closing their positions.

Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.42%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
116
Increased
291
Reduced
220
Closed
51
Calls
$20.5M
Puts
$6.62M
Net Calls
+$13.8M
Net Calls Change
+$204M

Top Buyers

1
Invesco
1
Invesco
Georgia
$765M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$317M
3
Morgan Stanley
3
Morgan Stanley
New York
$377M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$56M
5
LPL Financial
5
LPL Financial
California
$214M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$128M
2
MMI
2
Matson Money Inc
Ohio
$0
3
HNB
3
Huntington National Bank
Ohio
$94.2M
4
BlackRock
4
BlackRock
New York
$88.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$600M
Name Market Value Shares Shares
Change 		Shares
Change %
BS
51
Banco Santander
Spain
$33.7M 281,606 -113,129 -29%
CRC
52
Curi RMB Capital
Illinois
$33.7M 281,484 -53,979 -16%
OIA
53
OneDigital Investment Advisors
Kansas
$29.9M 250,152 +221,381 +769%
SIA
54
SkyView Investment Advisors
New Jersey
$29.7M 248,155 +248,155 New
MAM
55
Madison Asset Management
Wisconsin
$29.5M 246,935 -1,963 -0.8%
Franklin Resources
56
Franklin Resources
California
$28.1M 238,815 +9,105 +4%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$27.4M 229,060 +35,854 +19%
KFAA
58
Klaas Financial Asset Advisors
Illinois
$27.2M 227,818 +2,870 +1%
NRA
59
NSI Retail Advisors
Pennsylvania
$27.1M 226,700 +226,700 New
CA
60
CSM Advisors
Pennsylvania
$27.1M 226,700 +226,700 New
Allianz Asset Management
61
Allianz Asset Management
Germany
$26.7M 223,000 +107,900 +94%
US Bancorp
62
US Bancorp
Minnesota
$26.4M 220,670 +23,940 +12%
PP
63
Pegasus Partners
Wisconsin
$26.4M 220,497 +20,318 +10%
TC
64
Trilogy Capital
California
$25.6M 213,949 +3,972 +2%
Osaic Holdings
65
Osaic Holdings
Arizona
$25.1M 210,146 -61,786 -23%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$24.1M 201,324 -220,914 -52%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$23.7M 198,433 +8,640 +5%
ACA
68
Anchor Capital Advisors
Massachusetts
$23.7M 197,779 -4,783 -2%
MW
69
MBL Wealth
North Carolina
$23.6M 197,052 +2,540 +1%
SWP
70
Strategic Wealth Partners
Ohio
$22.7M 189,875 +16,188 +9%
OPS
71
Orion Portfolio Solutions
Nebraska
$22.4M 187,050 +501 +0.3%
BCI
72
Brinker Capital Investments
Pennsylvania
$22.4M 187,050 +501 +0.3%
AWM
73
AE Wealth Management
Kansas
$22.3M 186,054 -46,524 -20%
WJA
74
Willis Johnson & Associates
Texas
$20.8M 174,074 +2,333 +1%
BB
75
Berkshire Bank
Massachusetts
$20.6M 172,433 +8,635 +5%
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