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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 %
SW
751
Simplicity Wealth
New Jersey
– -$946K -7,906 Closed
EP
752
Edgestream Partners
New Jersey
– -$943K -7,885 Closed
GLA
753
Good Life Advisors
Pennsylvania
– -$844K -7,056 Closed
UBS AM
754
UBS AM
Illinois
– -$682K -5,701 Closed
HF
755
HRT Financial
New York
– -$590K -4,936 Closed
OCPWS
756
One Charles Private Wealth Services
Massachusetts
– -$537K -4,493 Closed
HAS
757
HBW Advisory Services
California
– -$514K -4,297 Closed
FLPIM
758
F.L. Putnam Investment Management
Massachusetts
– -$513K -4,292 Closed
LAS
759
Lloyd Advisory Services
Georgia
– -$493K -4,121 Closed
JTWM
760
Jackson Thornton Wealth Management
Alabama
– -$489K -4,088 Closed
ARC
761
Advisor Resource Council
Texas
– -$482K -4,034 Closed
ACGA
762
Atlanta Consulting Group Advisors
Georgia
– -$480K -4,014 Closed
PA
763
Parkside Advisors
California
– -$457K -3,819 Closed
ATPW
764
Ashton Thomas Private Wealth
Arizona
– -$452K -3,777 Closed
LFAS
765
Level Four Advisory Services
Texas
– -$422K -3,614 Closed
HBS
766
Howard Bailey Securities
Indiana
– -$356K -2,973 Closed
HT
767
Headlands Technologies
Illinois
– -$323K -2,699 Closed
RW
768
REDW Wealth
New Mexico
– -$304K -2,545 Closed
IC
769
Innealta Capital
Texas
– -$304K -2,539 Closed
WC
770
Waterloo Capital
Texas
– -$276K -2,304 Closed
ATS
771
Ashton Thomas Securities
New York
– -$273K -2,284 Closed
WE
772
Wealth Effects
Massachusetts
– -$271K -2,266 Closed
Fisher Asset Management
773
Fisher Asset Management
Washington
– -$264K -2,203 Closed
CAG
774
Csenge Advisory Group
Florida
– -$259K -2,201 Closed
FBB
775
Fulton Breakefield Broenniman
Maryland
– -$247K -2,065 Closed
29 30
31
32 33