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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RBCM
726
Raub Brock Capital Management
California
– -$16.6M -143,558 Closed
QC
727
Quadrature Capital
United Kingdom
– -$15.4M -133,552 Closed
CCM
728
Cinctive Capital Management
New York
– -$4.62M -40,000 Closed
TC
729
Teilinger Capital
Texas
– -$3.35M -29,000 Closed
BMCM
730
Black Maple Capital Management
Wisconsin
– -$2.79M -24,200 Closed
Russell Investments Group
731
Russell Investments Group
United Kingdom
– -$2.74M -23,728 Closed
CAC
732
Cowen and Company
New York
– -$2.31M -20,000 Closed
SFC
733
Strategic Financial Concepts
Texas
– -$124 -14,521 Closed
CWM
734
Cherrydale Wealth Management
New Jersey
– -$1.36M -11,796 Closed
DLHL
735
Donald L. Hagan LLC
Florida
– -$1.14M -9,898 Closed
PWM
736
Pacific Wealth Management
California
– -$1.13M -9,757 Closed
BWM
737
Birchcreek Wealth Management
Ohio
– -$940K -8,139 Closed
SC
738
Searle & Co
Connecticut
– -$896K -7,759 Closed
IA
739
IFG Advisory
Georgia
– -$836K -7,240 Closed
SRSA
740
S.R. Schill & Associates
Washington
– -$714K -6,184 Closed
MA
741
Mutual Advisors
Nebraska
– -$672K -5,749 Closed
MWA
742
Midland Wealth Advisors
Illinois
– -$528K -4,573 Closed
GI
743
Gradient Investments
Minnesota
– -$457K -3,960 Closed
Tudor Investment Corp
744
Tudor Investment Corp
Connecticut
– -$414K -3,582 Closed
CWS
745
Confluence Wealth Services
Pennsylvania
– -$393K -3,403 Closed
SG
746
StoneX Group
New York
– -$359K -3,108 Closed
BOH
747
Bank of Hawaii
Hawaii
– -$338K -2,927 Closed
GC
748
Grimes & Company
Massachusetts
– -$316K -2,739 Closed
GSEP
749
Golden State Equity Partners
California
– -$295K -2,556 Closed
SP
750
Successful Portfolios
Florida
– -$262K -2,266 Closed
27 28 29
30
31