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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.

Holders
580
Holders Change
+9
Holders Change %
+1.58%
% of All Funds
9.29%
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 Market Value Shares Shares
Change 		Shares
Change %
BAM
26
BTS Asset Management
Massachusetts
$94.8M 806,289 +806,289 New
Jane Street
27
Jane Street
New York
$94.7M 805,261 +376,562 +88%
BlackRock
28
BlackRock
New York
$86M 730,827 +5,738 +0.8%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$77.2M 656,242 -12,179 -2%
CF
30
Cantor Fitzgerald
New York
$73.9M 628,026 -25,268 -4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$65.5M 556,895 -48,155 -8%
SFG
32
SNS Financial Group
Minnesota
$64M 543,801 +9,334 +2%
AWM
33
AE Wealth Management
Kansas
$57M 484,556 +170,756 +54%
VFA
34
Voya Financial Advisors
Connecticut
$56.4M 481,030 +16,992 +4%
FFM
35
Fullerton Fund Management
Singapore
$54M 459,116 +14,438 +3%
Victory Capital Management
36
Victory Capital Management
Texas
$52.5M 446,121 +49,742 +13%
KeyBank National Association
37
KeyBank National Association
Ohio
$51.7M 439,853 -13,560 -3%
Osaic Holdings
38
Osaic Holdings
Arizona
$51.4M 436,911 +156,799 +56%
Citadel Advisors
39
Citadel Advisors
Florida
$50.2M 426,453 +426,453 New
CAMG
40
CWA Asset Management Group
Florida
$49.4M 419,551 +419,551 New
TIA
41
Traphagen Investment Advisors
New Jersey
$47.4M 402,849 +35,214 +10%
HNB
42
Huntington National Bank
Ohio
– – – –
ACA
43
Anchor Capital Advisors
Massachusetts
$45M 382,174 +95,405 +33%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.9M 364,467 +298,083 +449%
BSW
45
Buckingham Strategic Wealth
Missouri
$41.4M 360,757 – –
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$41M 348,748 +249,137 +250%
HighTower Advisors
47
HighTower Advisors
Illinois
$38.7M 328,780 +7,758 +2%
AF
48
Allworth Financial
California
$36.3M 308,631 +3,148 +1%
OPS
49
Orion Portfolio Solutions
Nebraska
$35.7M 303,508 +156,851 +107%
BCI
50
Brinker Capital Investments
Pennsylvania
$35.7M 303,508 +303,508 New
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