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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 %
DADC
626
D.A. Davidson & Co
Montana
– – -1,949 Closed
WCG
627
Weaver Consulting Group
California
– – -1,941 Closed
APS
628
American Planning Services
Florida
– – -1,865 Closed
CC
629
Cypress Capital
Tennessee
– – -1,857 Closed
FAIM
630
Financial Advocates Investment Management
Washington
– – -1,509 Closed
PIMG
631
Patriot Investment Management Group
Tennessee
– – -917 Closed
AW
632
Avion Wealth
Texas
– – -874 Closed
SC
633
Stephens Consulting
Michigan
– – -762 Closed
CSWM
634
Cassady Schiller Wealth Management
Ohio
– – -456 Closed
TA
635
Tectonic Advisors
Texas
– – -428 Closed
CAS
636
Coppell Advisory Solutions
Texas
– – -421 Closed
CASC
637
Coppell Advisory Solutions Corp
Texas
– – -421 Closed
Bessemer Group
638
Bessemer Group
New Jersey
– – -281 Closed
Jones Financial Companies
639
Jones Financial Companies
Missouri
– – -259 Closed
RIA
640
Realta Investment Advisors
Delaware
– – -242 Closed
NRC
641
New Republic Capital
North Carolina
– – -201 Closed
AWM
642
Accurate Wealth Management
Florida
– – -190 Closed
USCWA
643
U.S. Capital Wealth Advisors
Texas
– – -127 Closed
KIA
644
Kraematon Investment Advisors
Massachusetts
– – -75 Closed
LWP
645
Lumature Wealth Partners
Georgia
– – -66 Closed
ZIG
646
Zullo Investment Group
Pennsylvania
– – -51 Closed
SCA
647
Stonebridge Capital Advisors
Minnesota
– – -41 Closed
CPFP
648
Clear Perspectives Financial Planning
Ohio
– – -36 Closed
AF
649
Advisornet Financial
Minnesota
– – -24 Closed
DCM
650
Davidson Capital Management
Texas
– – -24 Closed
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