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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 %
PBO
276
Peoples Bank (Ohio)
Ohio
$1.32M 11,192 -1,360 -11%
FS
277
Ferguson Shapiro
Georgia
$1.31M 11,140 -38,385 -78%
AI
278
AXS Investments
New York
$1.29M 11,000 – –
OA
279
Oxbow Advisors
Texas
$1.29M 11,000 – –
JWCA
280
J.W. Coons Advisors
Ohio
$1.29M 10,995 +445 +4%
CFAM
281
Coury Firm Asset Management
Pennsylvania
$1.27M 436 -10,378 -96%
SI
282
Saxon Interests
Texas
$1.27M 10,812 +10,812 New
HS
283
Horan Securities
United States
$1.27M 10,799 -26 -0.2%
KSWA
284
Kathleen S. Wright Associates
Pennsylvania
$1.24M 10,555 -86 -0.8%
National Bank of Canada
285
National Bank of Canada
Quebec, Canada
$1.21M 21,424 +7,045 +49%
AAS
286
Avantax Advisory Services
Texas
$1.2M 10,215 +7,413 +265%
AWA
287
Arete Wealth Advisors
Illinois
$1.17M 9,981 +7,940 +389%
GG
288
GenWealth Group
New Jersey
$1.15M 9,773 -1,284 -12%
RWM
289
Ritholtz Wealth Management
New York
$1.15M 9,768 +9,768 New
PFG
290
Pacific Financial Group
Washington
$1.13M 9,620 +7 +0.1%
BFC
291
Blue Fin Capital
Rhode Island
$1.13M 9,471 +3,267 +53%
GSEP
292
Golden State Equity Partners
California
$1.09M 9,225 +9,225 New
UB
293
UMB Bank
Missouri
$1.08M 9,200 -23 -0.2%
Vontobel Holding
294
Vontobel Holding
Switzerland
$1.08M 9,167 +1,777 +24%
UI
295
Unconventional Investor
New Hampshire
$1.06M 8,996 -34 -0.4%
NFW
296
Noble Family Wealth
Florida
$1.06M 8,983 +8,983 New
BIA
297
Bigelow Investment Advisors
Maine
– – -13,763 Closed
VWA
298
Visionary Wealth Advisors
Illinois
$1.05M 8,907 -3,949 -31%
RCG
299
Regatta Capital Group
California
$1.03M 8,995 – –
FSA
300
Financial Services Advisory
Maryland
$1.03M 8,774 +8,774 New
10 11
12
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