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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

592 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 238 reducing their positions, and 66 closing their positions.

Holders
592
Holders Change
-14
Holders Change %
-2.31%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.72%
New
61
Increased
200
Reduced
238
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.94B
2
Bank of America
2
Bank of America
North Carolina
$666M
3
CSIA
3
Charles Schwab Investment Advisory
California
$364M
4
Morgan Stanley
4
Morgan Stanley
New York
$411M
5
Jane Street
5
Jane Street
New York
$105M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$10.6M
2
HNB
2
Huntington National Bank
Ohio
$63.4M
3
CAMG
3
CWA Asset Management Group
Florida
$531K
4
VFA
4
Voya Financial Advisors
Connecticut
$53.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$105M 925,350 +546,259 +144%
BlackRock
27
BlackRock
New York
$102M 900,632 +92,285 +11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$68.9M 608,884 +82,661 +16%
HNB
29
Huntington National Bank
Ohio
– – – –
CF
30
Cantor Fitzgerald
New York
$58.9M 520,708 -90,775 -15%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$58M 512,477 -187,331 -27%
Osaic Holdings
32
Osaic Holdings
Arizona
$57.8M 510,578 +150,758 +42%
SFG
33
SNS Financial Group
Minnesota
$56.3M 497,777 -6,719 -1%
M&T Bank
34
M&T Bank
New York
$55.2M 487,601 -151,722 -24%
VFA
35
Voya Financial Advisors
Connecticut
$53.6M 474,174 -287,531 -38%
HCM
36
Hilton Capital Management
New York
$53.6M 473,308 -89,573 -16%
Goldman Sachs
37
Goldman Sachs
New York
$52.2M 460,871 +355,510 +337%
Victory Capital Management
38
Victory Capital Management
Texas
$51.9M 458,827 -2,977 -0.6%
TIA
39
Traphagen Investment Advisors
New Jersey
$50M 441,502 +27,620 +7%
ECM
40
Evergreen Capital Management
Washington
$49.8M 439,855 +97,964 +29%
KeyBank National Association
41
KeyBank National Association
Ohio
$47.2M 417,301 -10,374 -2%
ACA
42
Anchor Capital Advisors
Massachusetts
$45M 397,345 -30,659 -7%
FWI
43
Facet Wealth Inc
Maryland
$44.6M 396,848 +36,874 +10%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$43.3M 379,509 -9,822 -3%
PSP
45
Pacific Sage Partners
Washington
$40.8M 360,214 +7,229 +2%
BSW
46
Buckingham Strategic Wealth
Missouri
$40.3M 355,949 +15,385 +5%
AWM
47
AE Wealth Management
Kansas
$40M 353,682 -21,703 -6%
CW
48
Connectus Wealth
Ohio
$35.7M 314,662 -41,720 -12%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$35M 311,506 +290,048 +1,352%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$34.2M 302,197 +52,050 +21%
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