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

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$10.6M
2
HNB
2
Huntington National Bank
Ohio
$63.4M
3
CAMG
3
CWA Asset Management Group
Florida
$531K
4
VFA
4
Voya Financial Advisors
Connecticut
$53.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
251
Prudential plc
United Kingdom
$1.7M +$1.7M +15,000 New
FLPIM
252
F.L. Putnam Investment Management
Massachusetts
$1.68M -$697K -6,163 -29%
SC
253
Sinecera Capital
Texas
$1.66M -$657K -5,810 -28%
EH
254
Equitable Holdings
New York
$1.64M +$275K +2,434 +20%
TC
255
Telemus Capital
Michigan
$1.63M -$1.11M -9,776 -40%
FWM
256
FFT Wealth Management
Pennsylvania
$1.61M +$9.62K +85 +0.6%
LP
257
LGL Partners
Pennsylvania
$1.61M +$9.62K +85 +0.6%
BFC
258
Blue Fin Capital
Rhode Island
$1.56M +$266K +2,348 +21%
JE
259
JMAC Enterprises
Pennsylvania
$1.53M -$34.4K -304 -2%
FIA
260
Foundations Investment Advisors
Arizona
$1.45M +$209K +1,850 +17%
ACP
261
Aveo Capital Partners
Colorado
$1.45M -$12.7K -112 -0.9%
SIA
262
Strategic Investment Advisors
Michigan
$1.44M +$1.44M +12,724 New
JWCA
263
J.W. Coons Advisors
Ohio
$1.41M +$124K +1,095 +10%
FTS
264
Fifth Third Securities
Ohio
$1.41M +$6.9K +61 +0.5%
KF
265
Krilogy Financial
Missouri
$1.39M -$35K -309 -2%
MCP
266
Martin Capital Partners
Oregon
$1.38M +$39.9K +353 +3%
AWE
267
Avidian Wealth Enterprises
Texas
$1.38M +$17.8K +157 +1%
CMF
268
Counterpoint Mutual Funds
California
$1.34M +$1.34M +11,832 New
SCM
269
SevenOneSeven Capital Management
Pennsylvania
$1.33M -$13.5K -119 -1%
RAM
270
Riggs Asset Management
Pennsylvania
$1.33M -$1.38M -12,221 -51%
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$1.3M -$114K -1,005 -8%
OC
272
Oppenheimer & Co
New York
$1.28M -$148K -1,309 -10%
MOS
273
MGO One Seven
Ohio
$1.25M -$552K -4,874 -31%
HS
274
Horan Securities
United States
$1.24M -$70.6K -624 -5%
JWCA
275
J.W. Cole Advisors
Florida
$1.24M -$42.7K -377 -3%
9 10
11
12 13