IEI icon

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 %
FFS
451
Founders Financial Securities
Maryland
$225K – – –
DADC
452
D.A. Davidson & Co
Montana
$224K +$224K +1,949 New
HIP
453
HUB Investment Partners
Texas
$223K +$223K +1,944 New
WCG
454
Weaver Consulting Group
California
$223K +$223K +1,941 New
FCBT
455
First Citizens Bank & Trust
North Carolina
$223K +$223K +1,938 New
LWM
456
Laidlaw Wealth Management
New York
$220K -$8.62K -75 -4%
GCM
457
Gallacher Capital Management
Colorado
$219K +$219K +1,907 New
FIA
458
Foundations Investment Advisors
Arizona
$219K -$1.37M -11,885 -86%
FAIM
459
Financial Advocates Investment Management
Washington
$217K +$217K +1,509 New
CIBC World Market
460
CIBC World Market
Ontario, Canada
$216K -$421K -3,665 -66%
APS
461
American Planning Services
Florida
$214K +$214K +1,863 +93,150%
CC
462
Cypress Capital
Tennessee
$213K – – –
TIM
463
Tortoise Investment Management
New York
$177K -$8.62K -75 -5%
AIP
464
Ameritas Investment Partners
Nebraska
$176K +$46.3K +403 +36%
IRC
465
Investors Research Corp
Georgia
$172K +$16.9K +147 +11%
SPIA
466
Steward Partners Investment Advisory
New York
$159K – – –
RP
467
Rice Partnership
Hawaii
$158K +$61.9K +539 +65%
HI
468
Harbour Investments
Wisconsin
$155K -$177K -1,540 -53%
PA
469
Parallel Advisors
California
$134K -$8.73K -76 -6%
DIP
470
DT Investment Partners
Pennsylvania
$127K -$88.2K -768 -41%
CWM
471
Consultiva Wealth Management
Puerto Rico
$125K – – –
PIMG
472
Patriot Investment Management Group
Tennessee
$107K +$107K +917 New
AW
473
Avion Wealth
Texas
$99K – – –
MA
474
Montag & Associates
Georgia
$91.6K +$91.6K +797 New
SC
475
Stephens Consulting
Michigan
$87.5K -$2.41K -21 -3%
17 18
19
20 21