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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
$328M
3
Mariner
Mariner
Kansas
$142M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.49B
5
LOAMU
Lombard Odier Asset Management (USA)
New York
$115M

Top Sellers

1
PCA
Personal Capital Advisors
California
$12.9M
2
Charles Schwab
Charles Schwab
California
$292M
3
BPWM
Badgley Phelps Wealth Managers
Washington
$565K
4
Jane Street
Jane Street
New York
$49.3M
5
SF
Synovus Financial
Georgia
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
551
Integrity Financial
Wyoming
$3.56K – – –
BCMLT
552
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.22K -$689 -6 -18%
MAWCM
553
Mine & Arao Wealth Creation & Management
California
$2.99K – – –
AIC
554
Archer Investment Corporation
Indiana
$2.87K – – –
AC
555
AlphaCore Capital
California
$2.87K +$2.87K +25 New
AF
556
Advisornet Financial
Minnesota
$2.76K +$2.76K +24 New
DCM
557
Davidson Capital Management
Texas
$2.76K +$2.76K +24 New
HCP
558
Hexagon Capital Partners
Arkansas
$2.53K -$22.5K -196 -90%
CSPAM
559
Cary Street Partners Asset Management
Virginia
$2.53K +$2.53K +22 New
SWA
560
SOA Wealth Advisors
New York
$2.07K – – –
FMP
561
Financial Management Professionals
Texas
$2K – – –
WB
562
Webster Bank
Connecticut
$2K – – –
NC
563
NewSquare Capital
Pennsylvania
$1.84K – – –
RFS
564
Retirement Financial Solutions
Tennessee
$1.03K +$1.03K +9 New
EE
565
EWG Elevate
California
$1.03K +$1.03K +9 New
IBOK
566
Independence Bank of Kentucky
Kentucky
$1K +$1K +3 New
PA
567
PSI Advisors
Florida
$804 – – –
KFI
568
Key Financial Inc
Pennsylvania
$343 – – –
GFPC
569
Global Financial Private Client
Florida
$230 – – –
HWMA
570
Heritage Wealth Management (Arizona)
Arizona
$230 +$115 +1 +100%
VFA
571
Values First Advisors
Tennessee
$154 -$1.53M -9,927 -100%
TWC
572
TD Waterhouse Canada
Ontario, Canada
$115 – – –
CIAS
573
CFS Investment Advisory Services
New Jersey
– -$620K -211,189 Closed
NAM
574
NorthCrest Asset Manangement
Minnesota
– -$14.3M -124,764 Closed
UFA
575
US Financial Advisors
Massachusetts
– -$8.61M -75,379 Closed
21 22
23
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