IEI icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RCAG
126
Rehmann Capital Advisory Group
Michigan
$10.9M +$3.85M +32,196 +55%
FAT
127
First American Trust
California
$10.6M +$2.28M +19,034 +27%
KP
128
Keel Point
Alabama
$10.2M +$264K +2,207 +3%
WCM
129
Wealthcare Capital Management
Virginia
$10.2M +$258K +2,157 +3%
Jane Street
130
Jane Street
New York
$9.89M +$3.68M +30,753 +59%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$9.59M -$191K -1,600 -2%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$9.39M -$514K -4,301 -5%
FFBTD
133
First Financial Bank - Trust Division
Ohio
$9.3M -$10.3M -85,889 -52%
CF
134
Corebridge Financial
Texas
$8.99M – – –
FDP
135
Financiere des Professionnels
Quebec, Canada
$8.73M -$3.37M -28,200 -28%
CCA
136
Checchi Capital Advisers
California
$8.7M +$75.7K +633 +0.9%
HPC
137
HM Payson & Co
Maine
$8.48M +$2.03M +17,003 +32%
NA
138
NewEdge Advisors
Louisiana
$8.43M -$650K -5,438 -7%
AI
139
Atria Investments
North Carolina
$8.34M +$161K +1,345 +2%
UB
140
Umpqua Bank
Oregon
$8.18M +$8.18M +68,356 New
PWM
141
Paulson Wealth Management
Illinois
$8.14M +$621K +5,191 +8%
Mirae Asset Global Investments
142
Mirae Asset Global Investments
South Korea
$8.03M +$2.61M +21,777 +48%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$7.91M +$3.73M +31,223 +89%
Corient Private Wealth
144
Corient Private Wealth
Florida
$7.76M +$1.97M +16,494 +34%
SCM
145
Sollinda Capital Management
Florida
$7.7M -$233K -1,950 -3%
CW
146
CreativeOne Wealth
Kansas
$7.68M +$2.14M +17,919 +39%
Mariner
147
Mariner
Kansas
$7.68M -$7.98M -66,688 -51%
AWM
148
Axxcess Wealth Management
California
$7.56M -$159K -1,329 -2%
DC
149
Davenport & Co
Virginia
$7.5M -$34.7K -290 -0.5%
GEM
150
Global Endowment Management
North Carolina
$7.42M +$359K +3,000 +5%
4 5
6
7 8