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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

580 hedge funds and large institutions have $10.4B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 208 increasing their positions, 175 reducing their positions, and 75 closing their positions.

Holders
580
Holders Change
+9
Holders Change %
+1.58%
% of All Funds
9.28%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.85%
New
98
Increased
208
Reduced
175
Closed
75
Calls
$381M
Puts
$479M
Net Calls
-$97.2M
Net Calls Change
-$59.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$419M
2
BAM
2
BTS Asset Management
Massachusetts
$94.8M
3
UBS Group
3
UBS Group
Switzerland
$197M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$442M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$105M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.06B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$217M
3
WA
3
WestEnd Advisors
North Carolina
$146M
4
LOAMU
4
Lombard Odier Asset Management (USA)
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
226
Carnegie Investment Counsel
Ohio
$2.56M 21,753 -7,858 -27%
AG
227
Ascent Group
Virginia
$2.53M 21,544 +1,287 +6%
AIM
228
Alhambra Investment Management
Florida
$2.53M 21,520 -35,261 -62%
SC
229
Sinecera Capital
Texas
$2.44M 20,749 -68 -0.3%
Corient Private Wealth
230
Corient Private Wealth
Florida
$2.36M 20,079 +20,079 New
RVM
231
Robinson Value Management
Texas
$2.31M 19,599 -1,287 -6%
EAMA
232
EFG Asset Management (Americas)
Florida
$2.26M 19,210 +1,487 +8%
FA
233
Forefront Analytics
Pennsylvania
$2.25M 19,114 -236 -1%
GLR
234
Great Lakes Retirement
Ohio
$2.21M 18,801 +18,801 New
CCMG
235
Clark Capital Management Group
Pennsylvania
$2.21M 18,751 +18,751 New
QA
236
Quantitative Advantage
Minnesota
$2.2M 18,688 +1,636 +10%
Franklin Resources
237
Franklin Resources
California
$2.17M 18,421 -246 -1%
CAAS
238
Capital Asset Advisory Services
Michigan
$2.01M 17,080 +14,372 +531%
CGFA
239
Colton Groome Financial Advisors
North Carolina
$1.98M 16,868 +16,868 New
KF
240
Krilogy Financial
Missouri
$1.98M 16,797 -27,186 -62%
BMCM
241
Bryn Mawr Capital Management
Pennsylvania
$1.93M 16,440 -100 -0.6%
TCM
242
Twele Capital Management
Minnesota
$1.93M 16,421 +374 +2%
ACM
243
AUA Capital Management
Pennsylvania
$1.86M 15,781 -1,681 -10%
CB
244
Commerce Bank
Missouri
$1.85M 15,757 -590 -4%
TA
245
Tiedemann Advisors
New York
$1.83M 15,546 – –
MPPLM
246
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.75M 14,839 -11,036 -43%
MCC
247
Money Concepts Capital
Florida
$1.74M 134,858 +120,100 +814%
FTS
248
Fifth Third Securities
Ohio
$1.69M 14,367 -7,141 -33%
MOS
249
MGO One Seven
Ohio
$1.68M 14,315 +10,247 +252%
Citigroup
250
Citigroup
New York
$1.68M 14,283 -438 -3%
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