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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
KCM
376
KM Capital Management
Texas
$460K +$1.53K +13 +0.3%
SPW
377
Surience Private Wealth
Washington
$455K – – –
EWM
378
Empirical Wealth Management
Washington
$440K +$10.9K +93 +3%
BTI
379
Blue Trust Inc
Georgia
$437K +$437K +3,806 New
WC
380
Whitney & Co
New York
$436K -$48.8K -415 -10%
WSFS
381
Wilmington Savings Fund Society
Delaware
$429K -$3.41K -29 -0.8%
B
382
Bellecapital
Switzerland
$428K – – –
PCMC
383
Private Capital Management (Colorado)
Colorado
$424K +$424K +3,600 New
OIA
384
OneDigital Investment Advisors
Kansas
$415K +$88.7K +754 +27%
CWM
385
Chemistry Wealth Management
New York
$409K +$47.6K +405 +13%
CA
386
Continuum Advisory
Idaho
$408K +$81.1K +689 +25%
CST
387
Charles Schwab Trust
Nevada
$408K +$43.9K +373 +12%
NLG
388
New Legacy Group
New York
$400K – – –
VCP
389
Vista Capital Partners
Oregon
$398K -$22.5K -191 -5%
PCIA
390
Prime Capital Investment Advisors
Kansas
$392K -$148K -1,256 -27%
WI
391
Wintrust Investments
Illinois
$387K +$387K +3,289 New
SCA
392
Snowden Capital Advisors
New York
$382K +$95.8K +814 +33%
CWP
393
Cyndeo Wealth Partners
Florida
$381K -$8.99M -76,384 -96%
WWM
394
Western Wealth Management
Colorado
$378K -$3.65K -31 -1%
WF
395
Warner Financial
Maryland
$374K – – –
ACM
396
Advance Capital Management
Michigan
$372K -$27.8K -236 -7%
FHA
397
Flagship Harbor Advisors
Massachusetts
$369K +$18.7K +159 +5%
ASN
398
Advisory Services Network
Georgia
$364K -$66.7K -567 -15%
AL
399
ACAS LLC
California
$364K -$13.9K -118 -4%
GIM
400
Goelzer Investment Management
Indiana
$363K -$90.7K -771 -20%
14 15
16
17 18