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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 %
VWA
626
V Wealth Advisors
Kansas
– -$308K -2,671 Closed
WC
627
Waterloo Capital
Texas
– -$299K -2,596 Closed
ZF
628
Zhang Financial
Michigan
– -$290K -2,533 Closed
WI
629
Wintrust Investments
Illinois
– -$283K -2,454 Closed
IW
630
Imprint Wealth
South Carolina
– -$272K -2,372 Closed
EAM
631
Evanson Asset Management
California
– -$261K -2,268 Closed
Fisher Asset Management
632
Fisher Asset Management
Washington
– -$258K -2,235 Closed
CWP
633
Core Wealth Partners
California
– -$244K -2,119 Closed
LT
634
Legacy Trust
Michigan
– -$241K -2,090 Closed
DADC
635
D.A. Davidson & Co
Montana
– -$227K -1,970 Closed
SWP
636
Semus Wealth Partners
Florida
– -$213K -1,850 Closed
WGCA
637
Wolf Group Capital Advisors
Virginia
– -$216K -1,848 Closed
BWM
638
Birchcreek Wealth Management
Ohio
– -$210K -1,818 Closed
SF
639
Summit Financial
New Jersey
– -$203K -1,765 Closed
EWM
640
Evercore Wealth Management
New York
– -$203K -1,760 Closed
LAM
641
LifePro Asset Management
California
– -$202K -1,751 Closed
CA
642
Clearstead Advisors
Ohio
– -$144K -1,250 Closed
CWM
643
Consultiva Wealth Management
Puerto Rico
– -$125K -1,088 Closed
RI
644
Ridgewood Investments
New Jersey
– -$98K -850 Closed
CFO
645
CVA Family Office
Colorado
– -$89.1K -773 Closed
BA
646
Ballast Advisors
Minnesota
– -$43K -373 Closed
DI
647
Disciplined Investments
Oklahoma
– -$42.9K -372 Closed
BBHC
648
Brown Brothers Harriman & Co
New York
– -$19.1K -166 Closed
MTIC
649
Missouri Trust & Investment Company
Missouri
– -$19.6K -159 Closed
FFA
650
Founders Financial Alliance
North Carolina
– -$15.1K -131 Closed
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