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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

606 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 57 closing their positions.

Holders
606
Holders Change
+26
Holders Change %
+4.48%
% of All Funds
9.56%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.84%
New
85
Increased
228
Reduced
205
Closed
57
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M

Top Buyers

1
WA
1
WestEnd Advisors
North Carolina
$150M
2
Cerity Partners
2
Cerity Partners
New York
$147M
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$123M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.14B
5
Ameriprise
5
Ameriprise
Minnesota
$273M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$73.7M
2
BAM
2
BTS Asset Management
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$550M
4
Morgan Stanley
4
Morgan Stanley
New York
$345M
5
FFM
5
Fullerton Fund Management
Singapore
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$109M 948,493 +58,580 +7%
BlackRock
27
BlackRock
New York
$93.2M 808,347 +77,520 +11%
VFA
28
Voya Financial Advisors
Connecticut
$87.8M 761,705 +280,675 +58%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$80.7M 699,808 +43,566 +7%
M&T Bank
30
M&T Bank
New York
$73.7M 639,323 -889,258 -58%
CF
31
Cantor Fitzgerald
New York
$70.5M 611,483 -16,543 -3%
HCM
32
Hilton Capital Management
New York
$64.9M 562,881 +562,881 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$60.7M 526,223 -30,672 -6%
SFG
34
SNS Financial Group
Minnesota
$58.1M 504,496 -39,305 -7%
CAMG
35
CWA Asset Management Group
Florida
$53.6M 465,322 +45,771 +11%
Victory Capital Management
36
Victory Capital Management
Texas
$53.2M 461,804 +15,683 +4%
HNB
37
Huntington National Bank
Ohio
– – – –
ACA
38
Anchor Capital Advisors
Massachusetts
$49.3M 428,004 +45,830 +12%
KeyBank National Association
39
KeyBank National Association
Ohio
$49.3M 427,675 -12,178 -3%
TIA
40
Traphagen Investment Advisors
New Jersey
$47.7M 413,882 +11,033 +3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$45.1M 389,331 +294,064 +309%
Jane Street
42
Jane Street
New York
$43.7M 379,091 -426,170 -53%
AWM
43
AE Wealth Management
Kansas
$43.3M 375,385 -109,171 -23%
Osaic Holdings
44
Osaic Holdings
Arizona
$41.4M 359,820 -77,091 -18%
FWI
45
Facet Wealth Inc
Maryland
$41.2M 359,974 +359,974 New
CW
46
Connectus Wealth
Ohio
$41.1M 356,382 +100,897 +39%
PSP
47
Pacific Sage Partners
Washington
$40.7M 352,985 +57,565 +19%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$39.8M 345,570 +244,584 +242%
ECM
49
Evergreen Capital Management
Washington
$39.4M 341,891 +84,556 +33%
BSW
50
Buckingham Strategic Wealth
Missouri
$39.3M 340,564 -20,193 -6%
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