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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

592 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 238 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-14
Holders Change %
-2.31%
% of All Funds
9.44%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.72%
New
61
Increased
200
Reduced
238
Closed
66
Calls
$359M
Puts
$388M
Net Calls
-$29.5M
Net Calls Change
-$125M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.94B
2
Bank of America
2
Bank of America
North Carolina
$666M
3
CSIA
3
Charles Schwab Investment Advisory
California
$364M
4
Morgan Stanley
4
Morgan Stanley
New York
$411M
5
Jane Street
5
Jane Street
New York
$105M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$10.6M
2
HNB
2
Huntington National Bank
Ohio
$63.4M
3
CAMG
3
CWA Asset Management Group
Florida
$531K
4
VFA
4
Voya Financial Advisors
Connecticut
$53.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$9.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
576
Advisornet Financial
Minnesota
$2.6K – – –
HCP
577
Hexagon Capital Partners
Arkansas
$2.49K – – –
GI
578
Gradient Investments
Minnesota
$2.38K – – –
IF
579
Integrity Financial
Wyoming
$2.38K – – –
SWA
580
SOA Wealth Advisors
New York
$2.04K – – –
VWM
581
Venturi Wealth Management
Texas
$1.95K – – –
HGERS
582
Householder Group Estate & Retirement Specialist
Arizona
$1.7K +$1.7K +15 New
CA
583
Crewe Advisors
Utah
$1.36K -$14.8K -131 -92%
HI
584
Horizon Investments
North Carolina
$1.24K -$27.2M -241,162 -100%
MFT
585
Moisand Fitzgerald Tamayo
Florida
$1.02K +$1.02K +9 New
PA
586
PSI Advisors
Florida
$792 – – –
WP
587
WealthShield Partners
North Carolina
$679 – – –
BCMLT
588
Beacon Capital Management LLC (Tennessee)
Tennessee
$576 – – –
IBOK
589
Independence Bank of Kentucky
Kentucky
$339 – – –
KFI
590
Key Financial Inc
Pennsylvania
$339 – – –
GFPC
591
Global Financial Private Client
Florida
$225 – – –
VFA
592
Values First Advisors
Tennessee
$151 – – –
TWC
593
TD Waterhouse Canada
Ontario, Canada
$112 – – –
RA
594
Rise Advisors
New York
$62 -$3.78K -61 -98%
VAS
595
Vestmark Advisory Solutions
Massachusetts
– -$12.8M -111,390 Closed
RCS
596
Retirement Capital Strategies
California
– -$11M -95,137 Closed
PCA
597
Pallas Capital Advisors
Massachusetts
– -$9.72M -83,937 Closed
FTUS
598
Flow Traders U.S.
New York
– -$9.03M -78,346 Closed
CFA
599
Camarda Financial Advisors
Florida
– -$7.04M -61,083 Closed
MWM
600
Merriman Wealth Management
Washington
– -$6.37M -55,261 Closed
22 23
24
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