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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.

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 %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$14.6M +$1.45M +12,570 +11%
JE
102
JMAC Enterprises
Pennsylvania
$14.6M +$1.6M +13,840 +12%
Millennium Management
103
Millennium Management
New York
$14.4M +$13.6M +117,955 +1,830%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$14.3M +$2.27M +19,534 +19%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$14.2M +$2.8M +24,252 +24%
BDFN
106
Bond & Devick Financial Network
Minnesota
$14.1M – – –
CCM
107
Canal Capital Management
Virginia
$13.7M -$678K -5,867 -5%
MC
108
Mirabaud & Cie
Switzerland
$13.6M +$153K +1,323 +1%
PAG
109
Private Advisor Group
New Jersey
$13.6M +$2.29M +19,846 +20%
YDMI
110
Y.D. More Investments
Israel
$13.6M +$1.87M +16,220 +16%
CWM
111
Cabot Wealth Management
Massachusetts
$13.2M +$216K +1,869 +2%
WIC
112
Woodmont Investment Counsel
Tennessee
$12.6M +$12M +103,983 +1,947%
BEI
113
Benjamin Edwards Inc
Missouri
$12.4M -$3.11M -26,932 -20%
UB
114
Umpqua Bank
Oregon
$12.1M +$4.29M +37,449 +55%
EFM
115
Eley Financial Management
Vermont
$12M +$544K +4,708 +5%
M&T Bank
116
M&T Bank
New York
$12M +$162K +1,398 +1%
GC
117
Gould Capital
Washington
$11.9M -$58.2K -504 -0.5%
NA
118
NewEdge Advisors
Louisiana
$11.9M +$3.72M +32,179 +46%
FAT
119
First American Trust
California
$11.8M +$1.48M +12,796 +14%
FPAS
120
Focus Partners Advisor Solutions
Missouri
$11.7M +$449K +3,889 +4%
AFP
121
Ausdal Financial Partners
Iowa
$11.6M +$11.6M +100,123 New
AWM
122
Austin Wealth Management
Texas
$11.5M +$416K +3,600 +4%
BCM
123
Boltwood Capital Management
California
$11.3M +$613K +5,304 +6%
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$11.1M -$1.46M -12,600 -12%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$11.1M +$3.47M +30,000 +45%
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