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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 %
JE
101
JMAC Enterprises
Pennsylvania
$13.5M 112,597 +14,023 +14%
CWM
102
Cabot Wealth Management
Massachusetts
$13.4M 112,300 +6,379 +6%
MAC
103
Mason & Associates (California)
California
$13.4M 111,687 +42,994 +63%
BBVA
104
Banco Bilbao Vizcaya Argentaria
Spain
$13.3M 111,605 -193,857 -63%
Pictet Asset Management
105
Pictet Asset Management
Switzerland
$13M 109,000 +10,000 +10%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$13M 108,768 -4,639 -4%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$12.4M 103,761 +7,287 +8%
CAM
108
Cresset Asset Management
Illinois
$12.4M 103,499 +88,527 +591%
RWA
109
Redhawk Wealth Advisors
Minnesota
$12.4M 103,435 +101,542 +5,364%
GC
110
Gould Capital
Washington
$12.4M 103,266 +1,050 +1%
M&T Bank
111
M&T Bank
New York
$12.3M 102,662 -8,418 -8%
AMC
112
Atlas Merchant Capital
New York
$12.1M 101,250 +101,250 New
YDMI
113
Y.D. More Investments
Israel
$12.1M 101,050 +100,600 +22,356%
EFM
114
Eley Financial Management
Vermont
$11.9M 99,562 +886 +0.9%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$11.9M 99,046 +9,480 +11%
PAG
116
Private Advisor Group
New Jersey
$11.7M 98,013 +21,559 +28%
FPAS
117
Focus Partners Advisor Solutions
Missouri
$11.6M 97,350 +97,350 New
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$11.6M 97,212 +97,212 New
AWM
119
Austin Wealth Management
Texas
$11.4M 95,840 +4,830 +5%
HPA
120
High Probability Advisors
New York
$11.2M 93,954 -144,550 -61%
Northern Trust
121
Northern Trust
Illinois
$11.2M 93,761 +345 +0.4%
RI
122
Rinkey Investments
California
$11.2M 93,593 +7,739 +9%
RWM
123
RKL Wealth Management
Pennsylvania
$11.1M 92,505 -11,442 -11%
BCM
124
Boltwood Capital Management
California
$11M 92,325 +1,281 +1%
WCWM
125
Wooster Corthell Wealth Management
Connecticut
$11M 91,758 +221 +0.2%
3 4
5
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