IEI icon

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.

New
Increased
Maintained
Reduced
Closed
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
Fidelity Investments
Massachusetts
+$404M
2
CSIA
Charles Schwab Investment Advisory
California
+$139M
3
Mariner
Mariner
Kansas
+$117M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76.4M
5
LOAMU
Lombard Odier Asset Management (USA)
New York
+$68.9M

Top Sellers

1
PCA
Personal Capital Advisors
California
-$636M
2
Charles Schwab
Charles Schwab
California
-$57.9M
3
BPWM
Badgley Phelps Wealth Managers
Washington
-$46.6M
4
Jane Street
Jane Street
New York
-$43.2M
5
SF
Synovus Financial
Georgia
-$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
501
Disciplined Investments
Oklahoma
$42.7K – – –
MIFH
502
Migdal Insurance & Financial Holdings
Israel
$42K -$843K -7,269 -95%
CWM
503
Cranbrook Wealth Management
Michigan
$39.2K – – –
CLOS
504
Compagnie Lombard Odier SCmA
Switzerland
$37K – – –
RBC
505
Roble Belko & Company
Pennsylvania
$35K – – –
PP
506
Pacifica Partners
Canada
$34.5K -$9.56K -83 -22%
IGWM
507
ICA Group Wealth Management
Colorado
$33.2K +$33.2K +289 New
Bessemer Group
508
Bessemer Group
New Jersey
$32K -$15.5K -136 -33%
CT
509
Colonial Trust
South Carolina
$31.6K +$31.6K +274 New
Jones Financial Companies
510
Jones Financial Companies
Missouri
$30K +$30K +259 New
TSWM
511
Tyler-Stone Wealth Management
Ohio
$29K – – –
RIA
512
Realta Investment Advisors
Delaware
$27.8K -$17.2K -150 -38%
HIA
513
Harbor Investment Advisory
Maryland
$27K – – –
CHA
514
Carmichael Hill & Associates
Maryland
$25K – – –
HR
515
Howe & Rusling
New York
$23.2K +$23.2K +202 New
NRC
516
New Republic Capital
North Carolina
$23.1K +$23.1K +201 New
BCA
517
Bray Capital Advisors
Florida
$23K – – –
RFA
518
Register Financial Advisors
Georgia
$22.2K +$22.2K +193 New
AWM
519
Accurate Wealth Management
Florida
$22.1K +$22.1K +190 New
CP
520
Castleview Partners
Texas
$21K +$21K +183 New
AIA
521
Armor Investment Advisors
North Carolina
$18.6K +$18.6K +162 New
TF
522
Tompkins Financial
New York
$18K – – –
TAM
523
Townsend Asset Management
North Carolina
$17.3K +$4.03K +35 +30%
BAAM
524
Baker Avenue Asset Management
California
$17.2K +$17.2K +150 New
BWM
525
Baystate Wealth Management
Massachusetts
$17K -$377K -3,196 -96%
19 20
21
22 23