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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.63%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$190M
3
CRC
3
Curi RMB Capital
Illinois
$37.4M
4
SF
4
Synovus Financial
Georgia
$41.6M
5
TC
5
Teilinger Capital
Texas
$31.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$352M
2
Charles Schwab
2
Charles Schwab
California
$142M
3
TIA
3
Traphagen Investment Advisors
New Jersey
$7.46M
4
M&T Bank
4
M&T Bank
New York
$12.8M
5
MW
5
Marks Wealth
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.11B 9,583,009 +175,920 +2%
Bank of America
2
Bank of America
North Carolina
$598M 5,163,759 +169,007 +3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$487M 4,206,542 +52,447 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$425M 3,670,498 -218,150 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$365M 3,148,268 +144,630 +5%
Morgan Stanley
6
Morgan Stanley
New York
$352M 3,038,942 -1,963,384 -39%
CSIA
7
Charles Schwab Investment Advisory
California
$314M 2,713,582 -71,416 -3%
Truist Financial
8
Truist Financial
North Carolina
$291M 2,510,881 -89,828 -3%
Cerity Partners
9
Cerity Partners
New York
$286M 2,471,772 +242,337 +11%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$240M 2,071,233 -64,934 -3%
Bank Julius Baer & Co
11
Bank Julius Baer & Co
Switzerland
$239M 2,062,413 -16,406 -0.8%
Ameriprise
12
Ameriprise
Minnesota
$234M 2,022,142 +147,588 +8%
AssetMark Inc
13
AssetMark Inc
California
$219M 1,889,736 -204,654 -10%
UBS Group
14
UBS Group
Switzerland
$218M 1,883,876 +60,220 +3%
Creative Planning
15
Creative Planning
Kansas
$215M 1,859,378 -101,007 -5%
Stifel Financial
16
Stifel Financial
Missouri
$190M 1,639,830 +331,626 +25%
Wells Fargo
17
Wells Fargo
California
$176M 1,522,309 -254,444 -14%
MMI
18
Matson Money Inc
Ohio
$168M 1,452,995 +18,028 +1%
LPL Financial
19
LPL Financial
California
$152M 1,310,081 +173,707 +15%
WA
20
WestEnd Advisors
North Carolina
$147M 1,273,273 -19,156 -1%
JFGIW
21
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145M 1,249,836 +70,069 +6%
RJA
22
Raymond James & Associates
Florida
$143M 1,233,872 -21,881 -2%
Charles Schwab
23
Charles Schwab
California
$142M 1,230,402 -462,448 -27%
TWM
24
Tanglewood Wealth Management
Texas
$141M 1,217,815 +14,604 +1%
BlackRock
25
BlackRock
New York
$122M 1,055,305 +43,335 +4%
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