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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

726 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 284 increasing their positions, 234 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+6
Holders Change %
+0.83%
% of All Funds
9.67%
Holding in Top 10
55
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.58%
% of All Funds
0.73%
New
104
Increased
284
Reduced
234
Closed
78
Calls
$135M
Puts
$61M
Net Calls
+$74.1M
Net Calls Change
+$60.2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$786M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.21B
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$140M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$374M
5
Mariner
5
Mariner
Kansas
$67.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$347M
2
HNB
2
Huntington National Bank
Ohio
$97.2M
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$318M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
726
Key Financial Inc
Pennsylvania
$347 – – –
DFA
727
DHJJ Financial Advisors
Illinois
$232 +$232 +2 New
HNW
728
High Note Wealth
Minnesota
$231 +$231 +2 New
RIA
729
Realta Investment Advisors
Delaware
$115 -$345 -3 -75%
Bank of Nova Scotia
730
Bank of Nova Scotia
Ontario, Canada
– -$19.9M -166,400 Closed
FSA
731
Financial Sense Advisors
California
– -$14.4M -120,532 Closed
RWA
732
Redhawk Wealth Advisors
Minnesota
– -$12.4M -103,435 Closed
Susquehanna International Group
733
Susquehanna International Group
Pennsylvania
– -$11.6M -97,212 Closed
Nisa Investment Advisors
734
Nisa Investment Advisors
Missouri
– -$9.59M -80,200 Closed
Prudential Financial
735
Prudential Financial
New Jersey
– -$6.57M -54,929 Closed
First Trust Advisors
736
First Trust Advisors
Illinois
– -$6.43M -53,760 Closed
OMC
737
Old Mission Capital
Illinois
– -$6.39M -53,400 Closed
SCI
738
Stableford Capital II
Arizona
– -$5.81M -49,342 Closed
SSWM
739
Smith Salley Wealth Management
North Carolina
– -$4.28M -35,769 Closed
FTUS
740
Flow Traders U.S.
New York
– -$4.11M -34,387 Closed
LW
741
Lauer Wealth
Indiana
– -$3.99M -34,097 Closed
FGA
742
Fortis Group Advisors
New Jersey
– -$3.98M -33,250 Closed
SC
743
Sykon Capital
New York
– -$2.79M -23,323 Closed
SFG
744
Sage Financial Group
Pennsylvania
– -$2.41M -20,128 Closed
TAM
745
Titleist Asset Management
Texas
– -$2.32M -19,418 Closed
SCM
746
SCS Capital Management
Massachusetts
– -$1.44M -12,016 Closed
GLR
747
Great Lakes Retirement
Ohio
– -$1.19M -9,957 Closed
ITB
748
Idaho Trust Bank
Idaho
– -$1.03M -8,584 Closed
PCMH
749
Polymer Capital Management (HK)
Hong Kong
– -$1M -8,400 Closed
VAS
750
Vestmark Advisory Solutions
Massachusetts
– -$952K -7,958 Closed
28 29
30
31 32