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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 %
PG
151
Proffitt & Goodson
Tennessee
$7.16M +$4.5M +38,958 +169%
SCM
152
Sollinda Capital Management
Florida
$7.11M -$331K -2,861 -4%
PPWP
153
Premier Path Wealth Partners
New Jersey
$7.09M +$302K +2,617 +4%
JIR
154
James Investment Research
Ohio
$7.08M +$177K +1,536 +3%
UCFA
155
United Capital Financial Advisors
Texas
$6.98M +$789K +6,826 +13%
GEM
156
Global Endowment Management
North Carolina
$6.82M -$347K -3,000 -5%
WI
157
WrapManager Inc
California
$6.81M +$540K +4,677 +9%
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$6.71M +$6.71M +58,091 New
CAM
159
Cresset Asset Management
Illinois
$6.63M -$5.32M -46,079 -45%
PP
160
Prudential plc
United Kingdom
$6.6M +$243K +2,100 +4%
UFA
161
US Financial Advisors
Massachusetts
$6.53M -$14.9K -129 -0.2%
SWA
162
Stratos Wealth Advisors
Ohio
$6.48M -$74.8K -647 -1%
EAM
163
Everstar Asset Management
North Carolina
$6.43M +$849K +7,351 +15%
AFS
164
Anderson Financial Strategies
Ohio
$6.34M +$6.34M +54,902 New
LWM
165
Latko Wealth Management
Illinois
$6.31M +$648K +5,608 +11%
KAS
166
Kestra Advisory Services
Texas
$6.31M +$433K +3,743 +7%
FMN
167
Financial Management Network
California
$6.3M +$1.54M +13,370 +32%
CA
168
Clearstead Advisors
Ohio
$6.3M +$113K +979 +2%
HI
169
Harbour Investments
Wisconsin
$6.27M +$176K +1,523 +3%
KPWS
170
Kestra Private Wealth Services
Texas
$6.2M +$887K +7,678 +17%
SIM
171
Studio Investment Management
Illinois
$6.07M -$674K -5,835 -10%
PFS
172
Prospera Financial Services
Texas
$5.91M +$5.04M +43,613 +576%
MPPLM
173
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.85M -$59.9K -518 -1%
PWM
174
Perigon Wealth Management
California
$5.81M -$321K -2,774 -5%
Mirae Asset Global Investments
175
Mirae Asset Global Investments
South Korea
$5.8M -$1.94M -16,806 -25%
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