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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

592 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 238 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-14
Holders Change %
-2.31%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.72%
New
61
Increased
200
Reduced
238
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.94B
2
Bank of America
Bank of America
North Carolina
$666M
3
CSIA
Charles Schwab Investment Advisory
California
$364M
4
Morgan Stanley
Morgan Stanley
New York
$411M
5
Jane Street
Jane Street
New York
$105M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$10.6M
2
HNB
Huntington National Bank
Ohio
$63.4M
3
CAMG
CWA Asset Management Group
Florida
$531K
4
VFA
Voya Financial Advisors
Connecticut
$53.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
226
Delap Wealth Advisory
Oregon
$2.32M +$47.3K +418 +2%
CIC
227
Carnegie Investment Counsel
Ohio
$2.31M -$130K -1,148 -5%
RJT
228
Raymond James Trust
Florida
$2.26M -$261K -2,306 -10%
CA
229
Cetera Advisors
Colorado
$2.22M -$44.9K -397 -2%
WA
230
Wealthstar Advisors
Texas
$2.21M -$327K -2,889 -13%
DWA
231
Divergent Wealth Advisors
Utah
$2.12M +$446K +3,938 +27%
FT
232
Fiduciary Trust
Massachusetts
$2.11M – – –
AAS
233
Avantax Advisory Services
Texas
$2.09M +$890K +7,866 +74%
RWM
234
Ritholtz Wealth Management
New York
$2.08M +$24.4K +216 +1%
BMCM
235
Bryn Mawr Capital Management
Pennsylvania
$2.08M +$168K +1,485 +9%
CAAS
236
Capital Asset Advisory Services
Michigan
$2.04M -$8.49K -75 -0.4%
WANY
237
Wealthspire Advisors (New York)
New York
$2.03M +$626K +5,531 +45%
WA
238
WBH Advisory
Maryland
$2.03M +$2.03M +17,924 New
RVM
239
Robinson Value Management
Texas
$1.95M -$104K -918 -5%
IA
240
IFP Advisors
Florida
$1.91M -$53.8K -475 -3%
PG
241
Proffitt & Goodson
Tennessee
$1.87M -$26.2M -231,675 -93%
EWA
242
ERTS Wealth Advisors
Michigan
$1.84M +$137K +1,207 +8%
Lido Advisors
243
Lido Advisors
California
$1.83M -$760K -6,716 -29%
GLR
244
Great Lakes Retirement
Ohio
$1.83M -$162K -1,433 -8%
TCM
245
Twele Capital Management
Minnesota
$1.8M -$66K -583 -4%
CB
246
Commerce Bank
Missouri
$1.73M -$51.3K -453 -3%
PA
247
PFG Advisors
Arizona
$1.72M +$331K +2,922 +24%
ACM
248
AUA Capital Management
Pennsylvania
$1.72M -$69.7K -616 -4%
RCG
249
Regatta Capital Group
California
$1.7M -$905 -8 -0.1%
MPPLM
250
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.7M -$39.8K -352 -2%
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