iShares 3-7 Year Treasury Bond ETF
735 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 108 funds opening new positions, 285 increasing their positions, 235 reducing their positions, and 78 closing their positions.
121% more call options, than puts
Call options by funds: $135M | Put options by funds: $61M
38% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 78
21% more repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 235
15% more funds holding in top 10
Funds holding in top 10: 48 → 55 (+7)
2.35% more ownership
Funds ownership: 79.8% → 82.15% (+2.3%)
1% more funds holding
Funds holding: 725 → 735 (+10)
1% less capital invested
Capital invested by funds: $11.9B → $11.9B (-$80.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$117M |
| 2 |
JP Morgan Chase
New York
|
+$98.3M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$86.7M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$68.3M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$60.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$235M |
| 2 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$77.8M |
| 3 |
Morgan Stanley
New York
|
-$46.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$27.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$26.3M |
IEI Hedge Fund Activity: Q4 2024 in Review
735 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2024, worth a combined $11.9B — down 0.67% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new IEI positions and 78 closed out — a net gain of 30 holders — while 285 added to existing stakes and 235 trimmed.
The largest buyer was Bank of America, adding an estimated $117M. The largest seller was Fidelity Investments, cutting an estimated $235M.
- 735 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2024, up from 725 in Q3 2024.
- Funds reported $11.9B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2024, down 0.67% quarter-over-quarter.
- 108 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2024 and 78 closed out, a net change of +30 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2024 was Bank of America, an estimated $117M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2024 was Fidelity Investments, an estimated $235M sold.
Based on aggregated 13F filings for Q4 2024.