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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 %
SFS
201
Sowell Financial Services
Arkansas
$4.68M +$1.03M +8,624 +28%
AAS
202
Avantax Advisory Services
Texas
$4.67M +$358K +2,997 +8%
Citigroup
203
Citigroup
New York
$4.48M -$881K -7,366 -16%
CKAIS
204
Christensen King & Associates Investment Services
Washington
$4.47M +$139K +1,166 +3%
RWM
205
Ritholtz Wealth Management
New York
$4.41M +$884K +7,389 +25%
CNB
206
Camden National Bank
Maine
$4.4M +$1.01M +8,461 +30%
BFWM
207
Bright Futures Wealth Management
New York
$4.36M +$405K +3,465 +10%
SSWM
208
Smith Salley Wealth Management
North Carolina
$4.28M -$1.25M -10,458 -23%
SP
209
Sequent Planning
Nebraska
$4.24M -$531K -4,442 -11%
CIM
210
Confluence Investment Management
Missouri
$4.2M +$98.6K +824 +2%
BCM
211
Becker Capital Management
Oregon
$4.16M +$2.91M +24,341 +234%
TIA
212
Traphagen Investment Advisors
New Jersey
$4.13M -$839K -7,015 -17%
DADC
213
D.A. Davidson & Co
Montana
$4.13M -$2.5M -20,899 -38%
9WM
214
9258 Wealth Management
Ohio
$4.11M -$180K -1,508 -4%
FTUS
215
Flow Traders U.S.
New York
$4.11M -$1.9M -15,909 -32%
IWC
216
Integrated Wealth Concepts
Massachusetts
$4.11M +$106K +889 +3%
LW
217
Lauer Wealth
Indiana
$3.99M +$1.45M +12,407 +57%
DWP
218
Daymark Wealth Partners
Ohio
$3.99M +$116K +972 +3%
EAMA
219
EFG Asset Management (Americas)
Florida
$3.99M +$6.46K +54 +0.2%
FGA
220
Fortis Group Advisors
New Jersey
$3.98M +$3.98M +33,250 New
Manulife (Manufacturers Life Insurance)
221
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.96M +$3.1M +25,900 +360%
BFC
222
Blue Fin Capital
Rhode Island
$3.96M +$659K +5,510 +20%
PA
223
Pinnacle Associates
New York
$3.95M -$154K -1,316 -4%
CFAM
224
Center For Asset Management
Florida
$3.91M -$297K -2,484 -7%
WHCFA
225
William Howard & Co Financial Advisors
Tennessee
$3.87M +$3.23K +27 +0.1%
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