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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 %
LMKC
401
L.M. Kohn & Company
Ohio
$327K +$327K +2,845 New
CCM
402
Ciovacco Capital Management
Georgia
$326K -$115 -1 -0%
AAS
403
Avantax Advisory Services
Texas
$322K +$9.42K +82 +3%
FF
404
Fluent Financial
Texas
$320K -$1.84M -16,047 -85%
CA
405
Continuum Advisory
Idaho
$319K +$38.3K +333 +14%
OIA
406
OneDigital Investment Advisors
Kansas
$318K -$205K -1,780 -39%
TFCP
407
Twin Focus Capital Partners
Massachusetts
$315K -$38K -331 -11%
BBWP
408
Beacon Bridge Wealth Partners
Pennsylvania
$314K +$314K +2,733 New
SAA
409
Southeast Asset Advisors
Georgia
$313K – – –
RWA
410
Redhawk Wealth Advisors
Minnesota
$312K +$47.9K +417 +18%
CAAS
411
Capital Asset Advisory Services
Michigan
$311K +$311K +2,708 New
IWA
412
Icon Wealth Advisors
Texas
$309K – – –
SWP
413
Stratos Wealth Partners
Ohio
$304K +$25.1K +218 +9%
MAG
414
Mayfair Advisory Group
Alabama
$299K +$117 +1 +0%
TI
415
tru Independence
Oregon
$293K -$14.8K -129 -5%
IA
416
IFG Advisory
Georgia
$292K -$470K -4,093 -62%
TA
417
TFG Advisers
Michigan
$286K -$3.68K -32 -1%
SP
418
Successful Portfolios
Florida
$286K – – –
MBFW
419
Morton Brown Family Wealth
Pennsylvania
$284K +$284K +2,472 New
EWM
420
Evercore Wealth Management
New York
$282K +$28.1K +245 +11%
FHA
421
First Horizon Advisors
Tennessee
$281K -$399K -3,469 -59%
EGA
422
E&G Advisors
Texas
$280K – – –
SCA
423
Snowden Capital Advisors
New York
$279K -$53.3K -464 -16%
HI
424
Hudock Inc
Pennsylvania
$273K +$115 +1 +0%
Comerica Bank
425
Comerica Bank
Texas
$273K +$34.7K +296 +15%
15 16
17
18 19