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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
+$139M
3
Mariner
Mariner
Kansas
+$117M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76.4M
5
LOAMU
Lombard Odier Asset Management (USA)
New York
+$68.9M

Top Sellers

1
PCA
Personal Capital Advisors
California
-$636M
2
Charles Schwab
Charles Schwab
California
-$57.9M
3
BPWM
Badgley Phelps Wealth Managers
Washington
-$46.6M
4
Jane Street
Jane Street
New York
-$43.2M
5
SF
Synovus Financial
Georgia
-$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
251
Peoples Bank (Ohio)
Ohio
$1.44M -$5.23M -45,508 -78%
GVAG
252
Great Valley Advisor Group
Delaware
$1.42M +$203K +1,764 +17%
JE
253
JMAC Enterprises
Pennsylvania
$1.36M -$176K -1,535 -11%
IWC
254
Integrated Wealth Concepts
Massachusetts
$1.36M -$15.9M -138,842 -92%
NWM
255
Northwest Wealth Management
Iowa
$1.35M +$9.42K +82 +0.7%
BCA
256
Bay Colony Advisors
Massachusetts
$1.35M +$1.09M +9,485 +424%
RI
257
Rinkey Investments
California
$1.32M +$23K +200 +2%
JWCA
258
J.W. Cole Advisors
Florida
$1.32M +$18.7K +163 +1%
OC
259
Oppenheimer & Co
New York
$1.28M +$32.3K +281 +3%
GG
260
GenWealth Group
New Jersey
$1.27M +$1.27M +11,057 New
AI
261
AXS Investments
New York
$1.26M – – –
OA
262
Oxbow Advisors
Texas
$1.26M +$1.26M +11,000 New
RWRC
263
R.W. Roge & Company
New York
$1.26M +$1.26M +10,999 New
BF
264
BOK Financial
Oklahoma
$1.25M +$31.6K +275 +3%
GRP
265
Global Retirement Partners
California
$1.25M +$64.5K +561 +5%
HS
266
Horan Securities
United States
$1.24M -$170K -1,481 -12%
CFAM
267
Coury Firm Asset Management
Pennsylvania
$1.24M +$1.24M +10,814 New
DWA
268
Divergent Wealth Advisors
Utah
$1.24M +$158K +1,374 +15%
KSWA
269
Kathleen S. Wright Associates
Pennsylvania
$1.22M +$319K +2,779 +35%
JWCA
270
J.W. Coons Advisors
Ohio
$1.21M +$21.6K +188 +2%
Nomura Asset Management
271
Nomura Asset Management
Japan
$1.21M – – –
ACP
272
Aveo Capital Partners
Colorado
$1.2M -$2.41K -21 -0.2%
IFA
273
Index Fund Advisors
California
$1.18M +$230 +2 +0%
CWM
274
Cabot Wealth Management
Massachusetts
$1.14M +$348K +3,028 +44%
BC
275
Burleson & Co
California
$1.13M -$85.5K -744 -7%
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