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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 %
GVAG
176
Great Valley Advisor Group
Delaware
$5.76M +$378K +3,271 +7%
FFG
177
Foundry Financial Group
New Hampshire
$5.75M +$5.75M +49,736 New
SA
178
Sanctuary Advisors
Indiana
$5.73M +$564K +4,855 +11%
TVAMP
179
Tennessee Valley Asset Management Partners
Tennessee
$5.68M +$440K +3,806 +8%
BAM
180
Belpointe Asset Management
Nevada
$5.61M +$5.12M +43,129 +1,040%
DWM
181
Darwin Wealth Management
Florida
$5.6M -$965K -8,348 -15%
LHWM
182
Lake Hills Wealth Management
Texas
$5.53M -$189K -1,634 -3%
OCG
183
Opus Capital Group
Ohio
$5.46M +$288K +2,496 +6%
TFA
184
TPG Financial Advisors
Oregon
$5.4M +$829K +7,178 +18%
PWM
185
Proathlete Wealth Management
Florida
$5.4M +$578K +4,998 +12%
CIM
186
Confluence Investment Management
Missouri
$5.35M +$1.29M +11,202 +32%
MWS
187
MFA Wealth Services
California
$5.35M +$5.35M +46,299 New
DSAM
188
Dock Street Asset Management
Florida
$5.31M -$102K -884 -2%
ANTB
189
AMG National Trust Bank
Colorado
$5.27M +$180K +1,561 +4%
Citigroup
190
Citigroup
New York
$5.2M +$871K +7,537 +20%
DADC
191
D.A. Davidson & Co
Montana
$5.18M +$1.18M +10,243 +30%
Corient Private Wealth
192
Corient Private Wealth
Florida
$5.14M -$2.36M -20,411 -31%
DAS
193
Diversify Advisory Services
Utah
$5.07M -$1.01M -8,783 -17%
HCA
194
Heck Capital Advisors
Wisconsin
$5.02M -$1.94M -16,766 -28%
DAS
195
Dynamic Advisor Solutions
Arizona
$4.92M +$322K +2,785 +7%
IWM
196
IHT Wealth Management
Illinois
$4.92M +$1.54M +13,335 +46%
TCA
197
Transcend Capital Advisors
New Jersey
$4.91M +$284K +2,462 +6%
VFA
198
Values First Advisors
Tennessee
$4.9M +$1.73M +14,994 +55%
GDP
199
Great Diamond Partners
Maine
$4.9M -$331K -2,863 -6%
FTS
200
Fifth Third Securities
Ohio
$4.89M +$1.44M +12,431 +42%
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