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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 %
VRM
201
Vectors Research Management
New York
$4.83M +$2.56M +22,195 +113%
CW
202
CreativeOne Wealth
Kansas
$4.82M -$2.6M -22,533 -35%
CNB
203
Camden National Bank
Maine
$4.78M +$524K +4,538 +12%
TW
204
TrinityPoint Wealth
Connecticut
$4.77M +$76K +658 +2%
FDP
205
Financiere des Professionnels
Quebec, Canada
$4.76M -$3.67M -31,800 -44%
RWM
206
Ritholtz Wealth Management
New York
$4.75M +$486K +4,202 +11%
AWM
207
Axxcess Wealth Management
California
$4.73M -$2.57M -22,216 -35%
AI
208
Arvest Investments
Arkansas
$4.71M -$47.4K -410 -1%
G
209
GenTrust
Florida
$4.7M +$4.7M +40,692 New
NAM
210
NorthCrest Asset Manangement
Minnesota
$4.54M +$22.1K +191 +0.5%
PCMC
211
Paragon Capital Management (Colorado)
Colorado
$4.45M -$1.04M -8,981 -19%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$4.44M +$1.11M +9,633 +33%
Comerica Bank
213
Comerica Bank
Texas
$4.39M -$664K -5,744 -13%
CKAIS
214
Christensen King & Associates Investment Services
Washington
$4.39M +$81.7K +710 +2%
ASN
215
Advisory Services Network
Georgia
$4.35M +$1.56M +13,463 +56%
MOS
216
MGO One Seven
Ohio
$4.34M +$2.06M +17,864 +91%
PA
217
Pinnacle Associates
New York
$4.34M +$441K +3,820 +11%
EAMA
218
EFG Asset Management (Americas)
Florida
$4.2M +$348K +3,012 +9%
MA
219
MAS Advisors
Florida
$4.18M +$3.42M +29,636 +454%
DWP
220
Daymark Wealth Partners
Ohio
$4.16M +$304K +2,627 +8%
SWM
221
Shelton Wealth Management
Texas
$4.13M +$3.53M +30,526 +585%
JWM
222
JPL Wealth Management
Colorado
$4.13M +$4.13M +35,710 New
NCG
223
Newport Capital Group
New Jersey
$4.12M +$1.11M +9,634 +37%
CC
224
Courier Capital
New York
$4.12M +$1.88M +16,257 +84%
ODIJL
225
One Day In July LLC
Vermont
$4.06M -$861K -7,453 -18%
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