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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 %
BCA
601
Bay Colony Advisors
Massachusetts
– – -11,722 Closed
Nomura Asset Management
602
Nomura Asset Management
Japan
– – -10,500 Closed
IFA
603
Index Fund Advisors
California
– – -10,298 Closed
CM
604
Columbus Macro
Pennsylvania
– – -9,344 Closed
Qube Research & Technologies (QRT)
605
Qube Research & Technologies (QRT)
United Kingdom
– – -8,640 Closed
CT
606
Cambridge Trust
Massachusetts
– – -7,248 Closed
PVH
607
Psagot Value Holdings
Israel
– – -7,128 Closed
SAS
608
Sage Advisory Services
Texas
– – -6,155 Closed
Wolverine Trading
609
Wolverine Trading
Illinois
– – -5,933 Closed
BPWM
610
Badgley Phelps Wealth Managers
Washington
– – -4,920 Closed
HCM
611
Hilton Capital Management
New York
– – -4,472 Closed
RCA
612
Resonant Capital Advisors
Wisconsin
– – -4,414 Closed
OCG
613
Opus Capital Group
Ohio
– – -4,400 Closed
Renaissance Technologies
614
Renaissance Technologies
New York
– – -4,100 Closed
IA
615
IFG Advisors
Missouri
– – -3,860 Closed
DWM
616
Destination Wealth Management
California
– – -3,614 Closed
PFA
617
Petra Financial Advisors
Colorado
– – -3,206 Closed
TFCP
618
Twin Focus Capital Partners
Massachusetts
– – -2,740 Closed
MAG
619
Mayfair Advisory Group
Alabama
– – -2,561 Closed
IA
620
IFG Advisory
Georgia
– – -2,543 Closed
AGC
621
Aspen Grove Capital
Colorado
– – -2,260 Closed
JCM
622
Janney Capital Management
Pennsylvania
– – -2,174 Closed
ARC
623
Advisor Resource Council
Texas
– – -2,152 Closed
LA
624
Latitude Advisors
Florida
– – -2,084 Closed
SS
625
Simplicity Solutions
Minnesota
– – -2,067 Closed
23 24
25
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