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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 %
TBNY
751
Trustco Bank (New York)
New York
– – -2,140 Closed
KWA
752
Kingswood Wealth Advisors
California
– – -1,977 Closed
AUB
753
Atlantic Union Bankshares
Virginia
– – -1,964 Closed
SWP
754
Significant Wealth Partners
Illinois
– – -1,955 Closed
MWM
755
Mittelman Wealth Management
Massachusetts
– – -1,930 Closed
KWM
756
KFG Wealth Management
Indiana
– – -1,880 Closed
IAIM
757
International Assets Investment Management
Florida
– – -1,869 Closed
BWP
758
BSW Wealth Partners
Colorado
– – -1,801 Closed
IWM
759
Iams Wealth Management
Nebraska
– – -1,749 Closed
GG
760
Gleason Group
Kentucky
– – -1,713 Closed
NRG
761
Nemes Rush Group
Michigan
– – -366 Closed
CBT
762
Central Bank & Trust
Kentucky
– – -349 Closed
TSWM
763
Tyler-Stone Wealth Management
Ohio
– – -167 Closed
KHC
764
Koesten Hirschmann & Crabtree
Kansas
– – -144 Closed
TJHA
765
Thomas J. Herzfeld Advisors
Florida
– – -143 Closed
OWA
766
Opal Wealth Advisors
New York
– – -135 Closed
HBW
767
Hazlett, Burt & Watson
West Virginia
– – -111 Closed
WIA
768
Wetzel Investment Advisors
Indiana
– – -96 Closed
CAM
769
Creekmur Asset Management
Illinois
– – -87 Closed
AIA
770
Armor Investment Advisors
North Carolina
– – -54 Closed
TFF
771
The Family Firm
Maryland
– – -22 Closed
AFWM
772
Abich Financial Wealth Management
Virginia
– – -14 Closed
GJWM
773
Gilliland Jeter Wealth Management
Arkansas
– – -4 Closed
FCAS
774
First Command Advisory Services
Texas
– – -4 Closed
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