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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$165M
2
Bank of America
2
Bank of America
North Carolina
$786M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.21B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$140M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$374M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$347M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$318M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$426M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.21B 10,465,313 +842,335 +9%
Bank of America
2
Bank of America
North Carolina
$786M 6,800,864 +1,001,309 +17%
Invesco
3
Invesco
Georgia
$739M 6,397,900 – –
Financial Engines Advisors
4
Financial Engines Advisors
California
$482M 4,167,159 -24,649 -0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$426M 3,685,251 -236,196 -6%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$374M 3,232,702 +585,061 +22%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$347M 3,004,503 -2,015,236 -40%
Morgan Stanley
8
Morgan Stanley
New York
$318M 2,747,886 -400,915 -13%
Truist Financial
9
Truist Financial
North Carolina
$260M 2,252,900 -107,727 -5%
Cerity Partners
10
Cerity Partners
New York
$255M 2,209,001 +173,041 +8%
Ameriprise
11
Ameriprise
Minnesota
$251M 2,189,560 -24,033 -1%
AssetMark Inc
12
AssetMark Inc
California
$248M 2,147,385 +197,809 +10%
Bank Julius Baer & Co
13
Bank Julius Baer & Co
Switzerland
$245M 1,921,326 +169,873 +10%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$213M 1,846,556 -83,172 -4%
Wells Fargo
15
Wells Fargo
California
$213M 1,846,345 +252,435 +16%
LPL Financial
16
LPL Financial
California
$202M 1,749,286 -36,142 -2%
UBS Group
17
UBS Group
Switzerland
$201M 1,737,434 +99,619 +6%
Creative Planning
18
Creative Planning
Kansas
$190M 1,646,514 -107,113 -6%
Stifel Financial
19
Stifel Financial
Missouri
$173M 1,496,001 -48,109 -3%
TWM
20
Tanglewood Wealth Management
Texas
$168M 1,454,378 +359,189 +33%
Raymond James Financial
21
Raymond James Financial
Florida
$165M 1,431,550 +1,431,550 New
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$140M 1,211,531 +743,111 +159%
WA
23
WestEnd Advisors
North Carolina
$133M 1,153,475 -52,461 -4%
Charles Schwab
24
Charles Schwab
California
$124M 1,075,234 +5,716 +0.5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$114M 983,211 +29,479 +3%
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