IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

571 hedge funds and large institutions have $10.6B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 216 reducing their positions, and 59 closing their positions.

Holders
571
Holders Change
+33
Holders Change %
+6.13%
% of All Funds
9.21%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.81%
New
100
Increased
172
Reduced
216
Closed
59
Calls
$243M
Puts
$281M
Net Calls
-$37.5M
Net Calls Change
-$79.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$404M
2
CSIA
2
Charles Schwab Investment Advisory
California
$328M
3
Mariner
3
Mariner
Kansas
$142M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.49B
5
LOAMU
5
Lombard Odier Asset Management (USA)
New York
$115M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$12.9M
2
Charles Schwab
2
Charles Schwab
California
$292M
3
BPWM
3
Badgley Phelps Wealth Managers
Washington
$565K
4
Jane Street
4
Jane Street
New York
$49.3M
5
SF
5
Synovus Financial
Georgia
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$31.9M 277,422 +62,206 +29%
MAM
52
Madison Asset Management
Wisconsin
$30.3M 264,142 +20,751 +9%
CW
53
Connectus Wealth
Ohio
$29.4M 255,095 +20,747 +9%
ECM
54
Evergreen Capital Management
Washington
$28.6M 248,860 +3,870 +2%
PG
55
Proffitt & Goodson
Tennessee
$27.4M 238,875 -26,738 -10%
TC
56
Trilogy Capital
California
$25.7M 223,699 +329 +0.1%
NYLIM
57
New York Life Investment Management
New York
$25M 217,853 -52,122 -19%
UCFA
58
United Capital Financial Advisors
Texas
$24M 208,475 -1,558 -0.7%
CAN
59
Cetera Advisor Networks
California
$23.6M 205,653 +187,677 +1,044%
ODIJL
60
One Day In July LLC
Vermont
$23.2M 202,091 +768 +0.4%
PAMS
61
Pictet Asset Management (Switzerland)
Switzerland
$20.8M 181,060 -44,745 -20%
KFAA
62
Klaas Financial Asset Advisors
Illinois
$20.7M 179,744 +38,840 +28%
Allianz Asset Management
63
Allianz Asset Management
Germany
$20.5M 178,400 +58,600 +49%
Goldman Sachs
64
Goldman Sachs
New York
$20.2M 175,910 +172,550 +5,135%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$19.8M 172,183 +103,701 +151%
HTC
66
Haverford Trust Company
Pennsylvania
$19.8M 171,971 +3,676 +2%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$19.7M 171,150 +105,263 +160%
DF
68
Donoghue Forlines
Massachusetts
$19.1M 166,080 -13,463 -7%
RBCM
69
Raub Brock Capital Management
California
$19M 165,705 +165,705 New
AWS
70
Atria Wealth Solutions
New York
$18.8M 163,810 +13,362 +9%
MG
71
Mather Group
Illinois
$18.4M 160,127 -51,820 -24%
PA
72
Parkside Advisors
California
$18M 156,470 -20,709 -12%
JHCM
73
Juniper Hill Capital Management
California
$17.6M 153,297 – –
HPA
74
High Probability Advisors
New York
$17.5M 152,481 -2,914 -2%
HCM
75
Highview Capital Management
Illinois
$17.4M 151,810 +151,810 New
1 2
3
4 5