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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 %
Bank of Nova Scotia
76
Bank of Nova Scotia
Ontario, Canada
$19.9M 166,400 +166,400 New
HCM
77
Hilton Capital Management
New York
$19.8M 165,625 +6,383 +4%
MML Investors Services
78
MML Investors Services
Massachusetts
$19.5M 163,307 +45,271 +38%
CG
79
CFO4Life Group
Texas
$19.4M 161,816 +2,696 +2%
CISOA
80
Capital Investment Services of America
Wisconsin
$18.5M 154,392 +1,363 +0.9%
JHCM
81
Juniper Hill Capital Management
California
$18.3M 153,297 – –
LIM
82
Leavell Investment Management
Alabama
$17.8M 148,683 +12,114 +9%
1832 Asset Management
83
1832 Asset Management
Ontario, Canada
$16.4M 137,482 +2,572 +2%
AWS
84
Atria Wealth Solutions
New York
$16.4M 137,042 +2,777 +2%
GS
85
GTS Securities
New York
$16.1M 134,619 +134,619 New
BEI
86
Benjamin Edwards Inc
Missouri
$16.1M 134,381 +109,840 +448%
HTC
87
Haverford Trust Company
Pennsylvania
$15.8M 132,086 +6,384 +5%
GB
88
Gunma Bank
Japan
$15.5M 130,000 +85,000 +189%
HFS
89
Hantz Financial Services
Michigan
$15.3M 128,097 -10,680 -8%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$15M 125,514 +18,307 +17%
CCM
91
Canal Capital Management
Virginia
$14.8M 124,089 +4,702 +4%
CIAS
92
CFS Investment Advisory Services
New Jersey
$14.6M 122,115 -114,303 -48%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$14.6M 123,810 +13,438 +12%
FSA
94
Financial Sense Advisors
California
$14.4M 120,532 +120,532 New
BDFN
95
Bond & Devick Financial Network
Minnesota
$14.1M 117,818 +5,708 +5%
MC
96
Mirabaud & Cie
Switzerland
$14M 116,668 +1,713 +1%
OLVIG
97
Oliver Lagore Vanvalin Investment Group
Michigan
$13.8M 115,354 +45,137 +64%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$13.6M 113,968 -22,485 -16%
WA
99
Waverly Advisors
Alabama
$13.5M 113,126 +7,485 +7%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$13.5M 113,098 +81,343 +256%
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