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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.63%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$190M
3
CRC
3
Curi RMB Capital
Illinois
$37.4M
4
SF
4
Synovus Financial
Georgia
$41.6M
5
TC
5
Teilinger Capital
Texas
$31.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$352M
2
HNB
2
Huntington National Bank
Ohio
$84.3M
3
Charles Schwab
3
Charles Schwab
California
$142M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$7.46M
5
M&T Bank
5
M&T Bank
New York
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
WJA
76
Willis Johnson & Associates
Texas
$18.3M 157,623 +7,413 +5%
JHCM
77
Juniper Hill Capital Management
California
$17.8M 153,297 – –
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$17.5M 151,230 -35,831 -19%
MML Investors Services
79
MML Investors Services
Massachusetts
$17.4M 150,160 -70,932 -32%
CISOA
80
Capital Investment Services of America
Wisconsin
$17M 147,107 +10,930 +8%
RBCM
81
Raub Brock Capital Management
California
$16.6M 143,683 -6,225 -4%
Citigroup
82
Citigroup
New York
$16.3M 140,978 +120,828 +600%
1832 Asset Management
83
1832 Asset Management
Ontario, Canada
$15.8M 136,557 +3,207 +2%
LIM
84
Leavell Investment Management
Alabama
$15.6M 134,546 +19,105 +17%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$15.6M 134,466 +114,786 +583%
AWS
86
Atria Wealth Solutions
New York
$14.8M 127,875 -2,110 -2%
CCM
87
Canal Capital Management
Virginia
$14.5M 125,559 +125,559 New
HTC
88
Haverford Trust Company
Pennsylvania
$14.4M 124,470 +5,349 +4%
PP
89
Pegasus Partners
Wisconsin
$14.4M 124,260 +9,961 +9%
ODIJL
90
One Day In July LLC
Vermont
$14.4M 124,132 -61,384 -33%
WIC
91
Woodmont Investment Counsel
Tennessee
$14.4M 124,112 +29,693 +31%
PFP
92
Pinnacle Financial Partners
Tennessee
$14.2M 122,723 -10,313 -8%
ICG
93
InterOcean Capital Group
Tennessee
$13.7M 118,712 +58,585 +97%
MC
94
Mirabaud & Cie
Switzerland
$13.7M 117,955 -1,487 -1%
QWM
95
Quaker Wealth Management
New Jersey
$13.7M 117,933 +22,650 +24%
Allianz Asset Management
96
Allianz Asset Management
Germany
$13.3M 115,100 -89,700 -44%
BEC
97
Blue Edge Capital
Virginia
$12.8M 110,314 +3,926 +4%
M&T Bank
98
M&T Bank
New York
$12.8M 110,170 -351,768 -76%
BDFN
99
Bond & Devick Financial Network
Minnesota
$12.8M 110,149 +1,970 +2%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$12.7M 109,884 -4,203 -4%
2 3
4
5 6