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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.

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
1
Fidelity Investments
Massachusetts
$404M
2
CSIA
2
Charles Schwab Investment Advisory
California
$328M
3
Mariner
3
Mariner
Kansas
$142M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.49B
5
LOAMU
5
Lombard Odier Asset Management (USA)
New York
$115M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$12.9M
2
Charles Schwab
2
Charles Schwab
California
$292M
3
BPWM
3
Badgley Phelps Wealth Managers
Washington
$565K
4
Jane Street
4
Jane Street
New York
$49.3M
5
SF
5
Synovus Financial
Georgia
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$117M 1,016,286 +33,725 +3%
LOAMU
27
Lombard Odier Asset Management (USA)
New York
$115M 1,000,000 +600,000 +150%
BlackRock
28
BlackRock
New York
$83.3M 725,089 -98,681 -12%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$76.8M 668,421 +75,099 +13%
CF
30
Cantor Fitzgerald
New York
$75.1M 653,294 -14,156 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$69.5M 605,050 -113,003 -16%
SFG
32
SNS Financial Group
Minnesota
$61.4M 534,467 -48,203 -8%
VFA
33
Voya Financial Advisors
Connecticut
$53.4M 464,038 -15,947 -3%
KeyBank National Association
34
KeyBank National Association
Ohio
$52.1M 453,413 -13,990 -3%
FFM
35
Fullerton Fund Management
Singapore
$51.1M 444,678 – –
Jane Street
36
Jane Street
New York
$49.3M 428,699 -376,359 -47%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$48.7M 422,550 -65,596 -13%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$48.3M 420,356 +44,882 +12%
SWA
39
SFMG Wealth Advisors
Texas
$47.7M 415,581 -181,773 -30%
Victory Capital Management
40
Victory Capital Management
Texas
$45.5M 396,379 -9,459 -2%
HNB
41
Huntington National Bank
Ohio
– – – –
TIA
42
Traphagen Investment Advisors
New Jersey
$42.2M 367,635 +204,507 +125%
BSW
43
Buckingham Strategic Wealth
Missouri
$41.4M 360,757 +3,880 +1%
HighTower Advisors
44
HighTower Advisors
Illinois
$36.9M 321,022 -6,358 -2%
AWM
45
AE Wealth Management
Kansas
$36.1M 313,800 +8,277 +3%
PWAG
46
Polaris Wealth Advisory Group
California
$35.8M 306,504 +28,128 +10%
AF
47
Allworth Financial
California
$35.1M 305,483 +17,024 +6%
PSP
48
Pacific Sage Partners
Washington
$33.8M 294,130 +294,130 New
ACA
49
Anchor Capital Advisors
Massachusetts
$32.9M 286,769 -3,827 -1%
Osaic Holdings
50
Osaic Holdings
Arizona
$32.2M 280,112 -8,427 -3%
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