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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 %
NAG
576
Northstar Advisory Group
New Jersey
– -$6.96M -60,929 Closed
FTUS
577
Flow Traders U.S.
New York
– -$6.94M -60,688 Closed
HF
578
HRT Financial
New York
– -$4.42M -38,699 Closed
APA
579
Astoria Portfolio Advisors
New York
– -$3.77M -32,970 Closed
BFM
580
Boston Financial Management
Massachusetts
– -$2.6M -22,754 Closed
PCIG
581
Partners Capital Investment Group
Massachusetts
– -$2.59M -22,644 Closed
Citadel Advisors
582
Citadel Advisors
Florida
– -$2.19M -19,126 Closed
CCMD
583
Cypress Capital Management (Delaware)
Delaware
– -$1.99M -17,410 Closed
BPA
584
Beacon Pointe Advisors
California
– -$1.65M -14,452 Closed
PNAA
585
Pictet North America Advisors
Switzerland
– -$1,000K -8,750 Closed
JF
586
Jump Financial
Illinois
– -$997K -8,728 Closed
TSS
587
Two Sigma Securities
New York
– -$774K -6,770 Closed
TI
588
Tidal Investments
Wisconsin
– -$763K -6,673 Closed
HFG
589
Heron Financial Group
New York
– -$671K -5,868 Closed
LNWWM
590
Laird Norton Wetherby Wealth Management
California
– -$630K -5,513 Closed
AC
591
Annandale Capital
Texas
– -$625K -5,470 Closed
BHWM
592
Bar Harbor Wealth Management
New Hampshire
– -$591K -5,173 Closed
SSWM
593
Smith Salley Wealth Management
North Carolina
– -$568K -4,971 Closed
TRIA
594
Trail Ridge Investment Advisors
Colorado
– -$567K -4,940 Closed
IAN
595
Integrated Advisors Network
Texas
– -$490K -4,290 Closed
WIC
596
Whitegate Investment Counselors
New Hampshire
– -$426K -3,728 Closed
CAG
597
Csenge Advisory Group
Florida
– -$415K -3,630 Closed
Members Trust
598
Members Trust
Florida
– -$377K -3,296 Closed
IC
599
IEQ Capital
California
– -$373K -3,262 Closed
CFB
600
Cullen/Frost Bankers
Texas
– -$331K -2,900 Closed
22 23
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