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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

580 hedge funds and large institutions have $10.4B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 208 increasing their positions, 175 reducing their positions, and 75 closing their positions.

Holders
580
Holders Change
+9
Holders Change %
+1.58%
% of All Funds
9.29%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.85%
New
98
Increased
208
Reduced
175
Closed
75
Calls
$381M
Puts
$479M
Net Calls
-$97.2M
Net Calls Change
-$59.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$419M
2
BAM
2
BTS Asset Management
Massachusetts
$94.8M
3
UBS Group
3
UBS Group
Switzerland
$197M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$442M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$105M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.06B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$217M
3
WA
3
WestEnd Advisors
North Carolina
$146M
4
LOAMU
4
Lombard Odier Asset Management (USA)
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
576
WealthShield Partners
North Carolina
$706 6 +6 New
FGAM
577
Financial Gravity Asset Management
Texas
$568 4,810 +4,810 New
IBOK
578
Independence Bank of Kentucky
Kentucky
$353 3 – –
KFI
579
Key Financial Inc
Pennsylvania
$353 3 – –
GFPC
580
Global Financial Private Client
Florida
$236 2 – –
VFA
581
Values First Advisors
Tennessee
$157 1 – –
TWC
582
TD Waterhouse Canada
Ontario, Canada
$118 1 – –
LOAMU
583
Lombard Odier Asset Management (USA)
New York
– – -1,000,000 Closed
DF
584
Donoghue Forlines
Massachusetts
– – -166,080 Closed
Marshall Wace
585
Marshall Wace
United Kingdom
– – -148,300 Closed
Millennium Management
586
Millennium Management
New York
– – -124,151 Closed
Bank of Nova Scotia
587
Bank of Nova Scotia
Ontario, Canada
– – -62,480 Closed
RBA
588
Richard Bernstein Advisors
New York
– – -40,247 Closed
CC
589
Carrhae Capital
United Kingdom
– – -37,879 Closed
CMF
590
Counterpoint Mutual Funds
California
– – -37,866 Closed
IMC Chicago
591
IMC Chicago
Illinois
– – -33,951 Closed
PCP
592
Proficio Capital Partners
Massachusetts
– – -30,346 Closed
LNC
593
Lincoln National Corp
Pennsylvania
– – -26,832 Closed
VRM
594
Vectors Research Management
New York
– – -25,367 Closed
HC
595
HNP Capital
New York
– – -25,002 Closed
WEG
596
World Equity Group
Illinois
– – -18,371 Closed
DWT
597
Dorsey & Whitney Trust
South Dakota
– – -18,028 Closed
BWP
598
BSW Wealth Partners
Colorado
– – -15,933 Closed
State Street
599
State Street
Massachusetts
– – -13,491 Closed
OMC
600
Old Mission Capital
Illinois
– – -12,612 Closed
22 23
24
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