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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 %
WA
101
Waverly Advisors
Alabama
$12.6M 108,783 +77,621 +249%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$12.2M 105,443 -174,565 -62%
GS
103
GTS Securities
New York
$12M 103,671 +103,671 New
CWM
104
Cabot Wealth Management
Massachusetts
$11.8M 102,282 +28,633 +39%
GC
105
Gould Capital
Washington
$11.8M 102,225 +8,600 +9%
BCM
106
Boltwood Capital Management
California
$11.6M 99,734 -4,837 -5%
EFM
107
Eley Financial Management
Vermont
$11.3M 97,244 +5,678 +6%
RWM
108
RKL Wealth Management
Pennsylvania
$11.2M 97,082 -800 -0.8%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$11.1M 96,210 +15,808 +20%
Northern Trust
110
Northern Trust
Illinois
$11M 95,397 -85,271 -47%
WCWM
111
Wooster Corthell Wealth Management
Connecticut
$10.8M 93,252 -152 -0.2%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$10.4M 89,633 -4,937 -5%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$10.4M 89,416 +15,642 +21%
HI
114
Harbour Investments
Wisconsin
$10.3M 89,118 +87,510 +5,442%
GEM
115
Global Endowment Management
North Carolina
$10.1M 87,160 – –
NA
116
NewEdge Advisors
Louisiana
$10.1M 87,089 -47,903 -35%
AWM
117
Austin Wealth Management
Texas
$10.1M 87,866 +4,669 +6%
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$9.84M 84,966 -33,436 -28%
WCM
119
Wealthcare Capital Management
Virginia
$9.59M 82,778 -191 -0.2%
Goldman Sachs
120
Goldman Sachs
New York
$9.22M 79,608 +65,595 +468%
CCA
121
Checchi Capital Advisers
California
$9.12M 78,790 -1,554 -2%
PWM
122
Perigon Wealth Management
California
$9.09M 78,507 +5,189 +7%
RI
123
Rinkey Investments
California
$8.93M 77,125 +8,681 +13%
AIG
124
American International Group
New York
$8.71M 75,200 – –
RCAG
125
Rehmann Capital Advisory Group
Michigan
$8.64M 74,639 +4,510 +6%
3 4
5
6 7