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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

571 hedge funds and large institutions have $10.6B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 216 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+33
Holders Change %
+6.13%
% of All Funds
9.21%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.81%
New
100
Increased
172
Reduced
216
Closed
59
Calls
$243M
Puts
$281M
Net Calls
-$37.5M
Net Calls Change
-$79.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$404M
2
CSIA
Charles Schwab Investment Advisory
California
$328M
3
Mariner
Mariner
Kansas
$142M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.49B
5
LOAMU
Lombard Odier Asset Management (USA)
New York
$115M

Top Sellers

1
PCA
Personal Capital Advisors
California
$12.9M
2
Charles Schwab
Charles Schwab
California
$292M
3
BPWM
Badgley Phelps Wealth Managers
Washington
$565K
4
Jane Street
Jane Street
New York
$49.3M
5
SF
Synovus Financial
Georgia
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
PFG Advisors
Arizona
$2.02M -$112K -977 -5%
ACM
227
AUA Capital Management
Pennsylvania
$2.01M -$14.6K -127 -0.7%
BCM
228
Brookstone Capital Management
Illinois
$1.97M -$447K -3,837 -18%
QA
229
Quantitative Advantage
Minnesota
$1.96M -$272K -2,365 -12%
BOTW
230
Bank of the West
California
$1.9M +$26.9K +234 +1%
BMCM
231
Bryn Mawr Capital Management
Pennsylvania
$1.9M +$1.9M +16,540 New
CB
232
Commerce Bank
Missouri
$1.88M -$2.3K -20 -0.1%
TCM
233
Twele Capital Management
Minnesota
$1.84M +$71.8K +625 +4%
BWP
234
BSW Wealth Partners
Colorado
$1.83M +$1.83M +15,933 New
CCB
235
Country Club Bank
Missouri
$1.79M +$103K +897 +6%
TA
236
Tiedemann Advisors
New York
$1.79M -$2.83M -24,591 -61%
MCC
237
Money Concepts Capital
Florida
$1.7M +$530K +4,611 +45%
Citigroup
238
Citigroup
New York
$1.69M +$156K +1,354 +10%
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$1.65M -$374K -3,256 -18%
WANY
240
Wealthspire Advisors (New York)
New York
$1.64M -$2.25M -19,551 -58%
MCP
241
Martin Capital Partners
Oregon
$1.61M -$199K -1,735 -11%
BIA
242
Bigelow Investment Advisors
Maine
$1.58M -$855K -7,441 -35%
PAS
243
Park Avenue Securities
New York
$1.57M +$60.4K +526 +4%
WPA
244
West Paces Advisors
Georgia
$1.56M +$850K +7,400 +120%
State Street
245
State Street
Massachusetts
$1.55M -$79.7K -694 -5%
CA
246
Cumberland Advisors
Florida
$1.52M +$1.52M +13,250 New
VWA
247
Visionary Wealth Advisors
Illinois
$1.48M -$288K -2,507 -16%
AT
248
American Trust
Kentucky
$1.47M -$80.3K -699 -5%
SI
249
Stephens Inc
Arkansas
$1.45M +$6.89K +60 +0.5%
OMC
250
Old Mission Capital
Illinois
$1.45M -$990K -8,615 -41%
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