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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

663 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 252 increasing their positions, 225 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.64%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
84
Increased
252
Reduced
225
Closed
75
Calls
$16.3M
Puts
$207M
Net Calls
-$190M
Net Calls Change
-$139M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$436M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$637M
3
Bank of America
Bank of America
North Carolina
$657M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$41.9M
5
AssetMark Inc
AssetMark Inc
California
$258M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$90.9M
2
Cerity Partners
Cerity Partners
New York
$219M
3
Jane Street
Jane Street
New York
$6M
4
Morgan Stanley
Morgan Stanley
New York
$309M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
176
NorthCrest Asset Manangement
Minnesota
$4.7M -$176K -1,521 -4%
TW
177
TrinityPoint Wealth
Connecticut
$4.65M +$187K +1,620 +4%
CCM
178
Cinctive Capital Management
New York
$4.62M +$4.62M +40,000 New
SP
179
Sequent Planning
Nebraska
$4.57M +$146K +1,274 +3%
SA
180
Sanctuary Advisors
Indiana
$4.53M +$4.53M +39,917 New
PWM
181
Proathlete Wealth Management
Florida
$4.48M +$317K +2,748 +8%
NPP
182
New Potomac Partners
Maryland
$4.31M +$142K +1,234 +3%
TFA
183
TPG Financial Advisors
Oregon
$4.25M +$4.25M +36,797 New
TCA
184
Transcend Capital Advisors
New Jersey
$4.24M +$85.3K +739 +2%
CKAIS
185
Christensen King & Associates Investment Services
Washington
$4.18M +$426K +3,693 +11%
AAS
186
Avantax Advisory Services
Texas
$4.16M +$1.99M +17,250 +92%
9WM
187
9258 Wealth Management
Ohio
$4.15M -$409K -3,539 -9%
PCIG
188
Partners Capital Investment Group
Massachusetts
$4.12M -$1.86M -16,056 -31%
NFG
189
Nations Financial Group
Iowa
$4.08M -$123K -1,066 -3%
CFAM
190
Center For Asset Management
Florida
$4.06M +$3.5M +30,275 +622%
PA
191
Pinnacle Associates
New York
$4.04M +$255K +2,208 +7%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$4.03M +$533K +4,615 +15%
BFWM
193
Bright Futures Wealth Management
New York
$4.03M +$201K +1,690 +5%
DAS
194
Dynamic Advisor Solutions
Arizona
$4.03M +$743K +6,432 +23%
CIM
195
Confluence Investment Management
Missouri
$3.96M -$1.68M -14,569 -30%
IWC
196
Integrated Wealth Concepts
Massachusetts
$3.86M +$412K +3,572 +12%
EAMA
197
EFG Asset Management (Americas)
Florida
$3.84M +$2.17M +18,774 +129%
DSAM
198
Dock Street Asset Management
Florida
$3.81M -$252K -2,184 -6%
GVAG
199
Great Valley Advisor Group
Delaware
$3.77M -$107K -925 -3%
DWP
200
Daymark Wealth Partners
Ohio
$3.74M +$994K +8,611 +36%
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