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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.

New
Increased
Maintained
Reduced
Closed
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 %
RI
126
Rinkey Investments
California
$11M +$175K +1,513 +2%
WCWM
127
Wooster Corthell Wealth Management
Connecticut
$10.5M -$52.9K -458 -0.5%
RCAG
128
Rehmann Capital Advisory Group
Michigan
$10.5M -$33.3K -288 -0.3%
WCM
129
Wealthcare Capital Management
Virginia
$10M +$138K +1,198 +1%
MCM
130
MAI Capital Management
Ohio
$9.53M +$9.53M +82,483 New
HSBC Holdings
131
HSBC Holdings
United Kingdom
$9.48M -$3.58M -31,014 -27%
P
132
&Partners
Tennessee
$9.43M +$4.66M +40,292 +98%
AAS
133
Avantax Advisory Services
Texas
$9.29M +$4.77M +41,321 +106%
MLM
134
Mount Lucas Management
Pennsylvania
$9.15M +$6.56M +56,812 +253%
FFBTD
135
First Financial Bank - Trust Division
Ohio
$9.11M +$125K +1,085 +1%
KP
136
Keel Point
Alabama
$9.06M -$821K -7,102 -8%
PWM
137
Paulson Wealth Management
Illinois
$8.93M +$1.07M +9,244 +14%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$8.79M +$3.85M +33,351 +78%
CF
139
Corebridge Financial
Texas
$8.69M – – –
CCA
140
Checchi Capital Advisers
California
$8.53M +$124K +1,073 +1%
PFP
141
Pinnacle Financial Partners
Tennessee
$8.22M +$2.43M +21,008 +42%
HPC
142
HM Payson & Co
Maine
$8.19M – – –
JGC
143
J. Goldman & Co
New York
$7.91M +$7.91M +68,450 New
NFG
144
Nations Financial Group
Iowa
$7.54M +$614K +5,317 +9%
MWC
145
MBM Wealth Consultants
Missouri
$7.47M +$1.53M +13,222 +26%
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$7.43M -$1.64M -14,174 -18%
VPP
147
Vertex Planning Partners
Illinois
$7.43M +$7.43M +64,266 New
RWM
148
RKL Wealth Management
Pennsylvania
$7.41M -$3.28M -28,389 -31%
AI
149
Atria Investments
North Carolina
$7.35M -$704K -6,093 -9%
DC
150
Davenport & Co
Virginia
$7.22M -$26.7K -231 -0.4%
4 5
6
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