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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 %
RWB
351
RMR Wealth Builders
New Jersey
$517K – – –
HCM
352
Hilton Capital Management
New York
$511K – – –
RCA
353
Resonant Capital Advisors
Wisconsin
$507K +$507K +4,414 New
IAS
354
IMA Advisory Services
Colorado
$507K – – –
OCG
355
Opus Capital Group
Ohio
$506K +$506K +4,400 New
PFS
356
Prospera Financial Services
Texas
$492K +$492K +4,282 New
BWM
357
BerganKDV Wealth Management
Minnesota
$479K -$19.3K -168 -4%
WC
358
Whitney & Co
New York
$473K -$4.34M -37,753 -90%
JTWM
359
Jackson Thornton Wealth Management
Alabama
$471K – – –
Renaissance Technologies
360
Renaissance Technologies
New York
$471K +$471K +4,100 New
MOS
361
MGO One Seven
Ohio
$467K +$467K +4,068 New
Wealthfront Advisers
362
Wealthfront Advisers
California
$466K +$61.6K +536 +15%
EW
363
Element Wealth
Mississippi
$460K +$266K +2,312 +137%
CLG
364
Cooperman Leon G
$459K – – –
KCM
365
KM Capital Management
Texas
$448K +$448K +3,898 New
SWM
366
Spire Wealth Management
Virginia
$445K -$1.53M -13,332 -77%
SPW
367
Surience Private Wealth
Washington
$444K -$52.4K -456 -11%
IA
368
IFG Advisors
Missouri
$443K +$2.3K +20 +0.5%
GIM
369
Goelzer Investment Management
Indiana
$443K -$26.4K -230 -6%
Betterment LLC
370
Betterment LLC
New York
$442K +$442K +3,851 New
SYBT
371
Stock Yards Bank & Trust
Kentucky
$434K -$138K -1,200 -24%
WSFS
372
Wilmington Savings Fund Society
Delaware
$422K – – –
ASN
373
Advisory Services Network
Georgia
$421K -$278K -2,423 -40%
EWM
374
Empirical Wealth Management
Washington
$419K -$60.6K -527 -13%
B
375
Bellecapital
Switzerland
$418K – – –
13 14
15
16 17