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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

661 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 208 increasing their positions, 235 reducing their positions, and 67 closing their positions.

Holders
661
Holders Change
+69
Holders Change %
+11.66%
% of All Funds
9.69%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
208
Reduced
235
Closed
67
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$586M
2
Cerity Partners
2
Cerity Partners
New York
$261M
3
MW
3
Marks Wealth
Maryland
$36.2M
4
JFG
4
Jefferies Financial Group
New York
$34.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$352M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.1B
2
QFA
2
Quattro Financial Advisors
Texas
$3.02M
3
Mariner
3
Mariner
Kansas
$4.75M
4
Jane Street
4
Jane Street
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$585M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$76.1M 649,953 +41,069 +7%
HNB
27
Huntington National Bank
Ohio
– – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$63.5M 542,413 +31,835 +6%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$57.9M 494,705 -17,772 -3%
ECM
30
Evergreen Capital Management
Washington
$55.3M 472,485 +32,630 +7%
SFG
31
SNS Financial Group
Minnesota
$55.2M 471,115 -26,662 -5%
FWI
32
Facet Wealth Inc
Maryland
$54.7M 470,491 +73,643 +19%
M&T Bank
33
M&T Bank
New York
$54.1M 461,938 -25,663 -5%
Victory Capital Management
34
Victory Capital Management
Texas
$53.9M 459,944 +1,117 +0.2%
TIA
35
Traphagen Investment Advisors
New Jersey
$51.4M 438,951 -2,551 -0.6%
CFIA
36
Cantor Fitzgerald Investment Advisors
New York
$48.1M 410,746 +410,746 New
KeyBank National Association
37
KeyBank National Association
Ohio
$47.5M 405,915 -11,386 -3%
BSW
38
Buckingham Strategic Wealth
Missouri
$47.2M 403,006 +47,057 +13%
HCM
39
Hilton Capital Management
New York
$44.5M 379,850 -93,458 -20%
SPIA
40
Strategic Point Investment Advisors
Rhode Island
$44M 375,589 +143,690 +62%
ACA
41
Anchor Capital Advisors
Massachusetts
$43.1M 368,038 -29,307 -7%
BS
42
Banco Santander
Spain
$42.9M 366,632 +184,217 +101%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$42.7M 365,207 +53,701 +17%
AWM
44
AE Wealth Management
Kansas
$39.9M 342,488 -11,194 -3%
MW
45
Marks Wealth
Maryland
$36.2M 309,172 +309,172 New
BCMO
46
Buckingham Capital Management (Ohio)
Ohio
$35.2M 300,463 +144,597 +93%
JFG
47
Jefferies Financial Group
New York
$34.6M 295,550 +290,000 +5,225%
TPCW
48
TD Private Client Wealth
New York
$33.5M 285,833 +74,713 +35%
AAG
49
Armstrong Advisory Group
Massachusetts
$33.2M 283,123 +75,261 +36%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$32.8M 280,008 -20,499 -7%
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