We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF

734 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.

New
Increased
Maintained
Reduced
Closed

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: 4855 (+7)

3.75% more ownership

Funds ownership: 78.4%82.15% (+3.7%)

1% more funds holding

Funds holding: 724734 (+10)

1% less capital invested

Capital invested by funds: $11.9B → $11.9B (-$79.9M)

Holders
734
Holders Change
+10
Holders Change %
+1.38%
% 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
0.72%
New
108
Increased
285
Reduced
235
Closed
78
Calls
$135M
Puts
$61M
Net Calls
+$74.1M
Net Calls Change
+$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.21B +$98.3M +842,335 +9%
Bank of America
2
Bank of America
North Carolina
$786M +$117M +1,001,309 +17%
Invesco
3
Invesco
Georgia
$739M
Financial Engines Advisors
4
Financial Engines Advisors
California
$482M -$2.88M -24,649 -0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$426M -$27.6M -236,196 -6%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$374M +$68.3M +585,061 +22%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$347M -$235M -2,015,236 -40%
Morgan Stanley
8
Morgan Stanley
New York
$318M -$46.8M -400,915 -13%
Truist Financial
9
Truist Financial
North Carolina
$260M -$12.6M -107,727 -5%
Cerity Partners
10
Cerity Partners
New York
$255M +$20.2M +173,041 +8%
Ameriprise
11
Ameriprise
Minnesota
$251M -$2.81M -24,033 -1%
AssetMark Inc
12
AssetMark Inc
California
$248M +$23.1M +197,809 +10%
Bank Julius Baer & Co
13
Bank Julius Baer & Co
Switzerland
$245M +$19.8M +169,873 +10%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$213M -$9.71M -83,172 -4%
Wells Fargo
15
Wells Fargo
California
$213M +$29.5M +252,435 +16%
LPL Financial
16
LPL Financial
California
$202M -$4.22M -36,142 -2%
UBS Group
17
UBS Group
Switzerland
$201M +$11.6M +99,619 +6%
Creative Planning
18
Creative Planning
Kansas
$190M -$12.5M -107,113 -6%
Stifel Financial
19
Stifel Financial
Missouri
$173M -$5.62M -48,109 -3%
TWM
20
Tanglewood Wealth Management
Texas
$168M +$41.9M +359,189 +33%
Raymond James Financial
21
Raymond James Financial
Florida
$165M +$167M +1,431,550 New
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$140M +$86.7M +743,111 +159%
WA
23
WestEnd Advisors
North Carolina
$133M -$6.12M -52,461 -4%
Charles Schwab
24
Charles Schwab
California
$124M +$667K +5,716 +0.5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$114M +$3.44M +29,479 +3%