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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
Invesco
Georgia
$765M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$317M
3
Morgan Stanley
Morgan Stanley
New York
$377M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$56M
5
LPL Financial
LPL Financial
California
$214M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$128M
2
MMI
Matson Money Inc
Ohio
$0
3
HNB
Huntington National Bank
Ohio
$94.2M
4
BlackRock
BlackRock
New York
$88.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$600M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
176
Stableford Capital II
Arizona
$5.81M +$5.81M +49,342 New
EAM
177
Everstar Asset Management
North Carolina
$5.78M +$5.78M +48,332 New
PCMC
178
Paragon Capital Management (Colorado)
Colorado
$5.68M -$1.08M -9,041 -16%
DSAM
179
Dock Street Asset Management
Florida
$5.6M +$1.66M +13,870 +42%
GVAG
180
Great Valley Advisor Group
Delaware
$5.57M +$1.67M +13,939 +43%
KPWS
181
Kestra Private Wealth Services
Texas
$5.5M +$574K +4,803 +12%
GDP
182
Great Diamond Partners
Maine
$5.41M -$92.1K -770 -2%
OCG
183
Opus Capital Group
Ohio
$5.36M -$17.3K -145 -0.3%
TVAMP
184
Tennessee Valley Asset Management Partners
Tennessee
$5.32M +$285K +2,429 +6%
ANTB
185
AMG National Trust Bank
Colorado
$5.27M -$4.05M -33,894 -43%
JF
186
Jump Financial
Illinois
$5.23M +$3.1M +25,923 +145%
Comerica Bank
187
Comerica Bank
Texas
$5.23M -$460K -3,847 -8%
SA
188
Sanctuary Advisors
Indiana
$5.16M +$529K +4,563 +11%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$5.11M +$2.22M +18,527 +77%
ODIJL
190
One Day In July LLC
Vermont
$5.09M -$3.02M -25,253 -37%
PWM
191
Proathlete Wealth Management
Florida
$4.99M +$348K +2,913 +8%
P
192
&Partners
Tennessee
$4.94M +$3.25M +27,157 +192%
AI
193
Arvest Investments
Arkansas
$4.93M +$5.86K +49 +0.1%
FMN
194
Financial Management Network
California
$4.87M +$3.89M +32,896 +395%
TW
195
TrinityPoint Wealth
Connecticut
$4.86M +$40.7K +340 +0.8%
NPP
196
New Potomac Partners
Maryland
$4.84M +$378K +3,161 +8%
TCA
197
Transcend Capital Advisors
New Jersey
$4.79M +$394K +3,296 +9%
DAS
198
Dynamic Advisor Solutions
Arizona
$4.76M +$592K +4,949 +14%
TFA
199
TPG Financial Advisors
Oregon
$4.73M +$332K +2,775 +8%
NAM
200
NorthCrest Asset Manangement
Minnesota
$4.68M -$183K -1,534 -4%
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