IEI icon

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 %
WANY
251
Wealthspire Advisors (New York)
New York
$1.68M 14,277 – –
DWA
252
Divergent Wealth Advisors
Utah
$1.64M 13,939 +3,178 +30%
MCP
253
Martin Capital Partners
Oregon
$1.61M 13,645 -337 -2%
AT
254
American Trust
Kentucky
$1.6M 13,556 +723 +6%
PAS
255
Park Avenue Securities
New York
$1.6M 13,595 -84 -0.6%
WPA
256
West Paces Advisors
Georgia
$1.6M 13,589 – –
EWA
257
ERTS Wealth Advisors
Michigan
$1.59M 13,547 +6,162 +83%
BA
258
Ballew Advisors
Mississippi
$1.56M 13,417 -7,233 -35%
HKIMG
259
Hutchens & Kramer Investment Management Group
Indiana
$1.54M 13,128 +13,128 New
SI
260
Stephens Inc
Arkansas
$1.53M 13,040 +402 +3%
WAP
261
Wealthcare Advisory Partners
Pennsylvania
$1.51M 12,827 -11,190 -47%
Deutsche Bank
262
Deutsche Bank
Germany
$1.49M 12,635 +4,268 +51%
CB
263
Cadence Bank
Mississippi
$1.48M 12,605 +6,317 +100%
JWCA
264
J.W. Cole Advisors
Florida
$1.48M 12,579 +1,117 +10%
CCB
265
Country Club Bank
Missouri
$1.47M 12,536 -3,070 -20%
CWM
266
Cabot Wealth Management
Massachusetts
$1.46M 12,394 +2,442 +25%
ACP
267
Aveo Capital Partners
Colorado
$1.46M 12,370 +1,931 +18%
RAM
268
Riggs Asset Management
Pennsylvania
$1.45M 12,361 +5,958 +93%
PA
269
PFG Advisors
Arizona
$1.45M 12,356 -5,245 -30%
EH
270
Equitable Holdings
New York
$1.44M 12,207 +7,696 +171%
Cerity Partners
271
Cerity Partners
New York
$1.43M 12,156 +3,392 +39%
JE
272
JMAC Enterprises
Pennsylvania
$1.42M 12,094 +233 +2%
HF
273
HRT Financial
New York
$1.38M 11,759 +11,759 New
OC
274
Oppenheimer & Co
New York
$1.37M 11,646 +532 +5%
NWM
275
Northwest Wealth Management
Iowa
$1.36M 11,518 -218 -2%
9 10
11
12 13