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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 %
ASFA
601
All Season Financial Advisors
Colorado
– -$6.3M -54,693 Closed
MLM
602
Mount Lucas Management
Pennsylvania
– -$4.95M -42,958 Closed
Simplex Trading
603
Simplex Trading
Illinois
– -$3.99M -34,602 Closed
TA
604
TFB Advisors
Kansas
– -$2.58M -22,404 Closed
PAG
605
Private Advisory Group
Washington
– -$1.84M -15,949 Closed
CA
606
Cumberland Advisors
Florida
– -$1.71M -14,820 Closed
AT
607
American Trust
Kentucky
– -$1.56M -13,556 Closed
AWA
608
Arete Wealth Advisors
Illinois
– -$1.33M -11,496 Closed
SFS
609
Sowell Financial Services
Arkansas
– -$1.27M -11,038 Closed
CFAM
610
Coury Firm Asset Management
Pennsylvania
– -$1.25M -10,817 Closed
CGFA
611
Colton Groome Financial Advisors
North Carolina
– -$1.21M -10,478 Closed
SI
612
Saxon Interests
Texas
– -$1.13M -9,806 Closed
FSA
613
Financial Services Advisory
Maryland
– -$1.1M -9,587 Closed
FFM
614
Fullerton Fund Management
Singapore
– -$1.07M -9,301 Closed
TFA
615
Tranquilli Financial Advisor
New Jersey
– -$884K -7,666 Closed
SJIC
616
St. James Investment Company
Texas
– -$805K -6,980 Closed
AA
617
AlphaCentric Advisors
Puerto Rico
– -$798K -6,920 Closed
BTI
618
Blue Trust Inc
Georgia
– -$566K -4,812 Closed
PBT
619
Pictet Bank & Trust
Bahamas
– -$519K -4,500 Closed
FFS
620
Founders Financial Securities
Maryland
– -$422K -3,658 Closed
SYBT
621
Stock Yards Bank & Trust
Kentucky
– -$409K -3,546 Closed
GIM
622
Goelzer Investment Management
Indiana
– -$350K -3,040 Closed
SPW
623
Surience Private Wealth
Washington
– -$346K -3,002 Closed
IIM
624
InTrack Investment Management
Vermont
– -$313K -2,712 Closed
SB
625
Simmons Bank
Arkansas
– -$308K -2,676 Closed
23 24
25
26 27