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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 %
HI
51
Horizon Investments
North Carolina
$35.4M 301,585 +301,585 New
PSP
52
Pacific Sage Partners
Washington
$34.8M 295,420 +1,290 +0.4%
PWAG
53
Polaris Wealth Advisory Group
California
$34.6M 293,696 -12,808 -4%
Goldman Sachs
54
Goldman Sachs
New York
$33.6M 285,743 +109,833 +62%
NYLIM
55
New York Life Investment Management
New York
$30.6M 259,700 +41,847 +19%
ECM
56
Evergreen Capital Management
Washington
$30.3M 257,335 +8,475 +3%
CW
57
Connectus Wealth
Ohio
$30.1M 255,485 +390 +0.2%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$30.1M 255,692 -21,730 -8%
PA
59
Parkside Advisors
California
$28.8M 244,743 +88,273 +56%
PG
60
Proffitt & Goodson
Tennessee
$28.8M 244,465 +5,590 +2%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$27.9M 237,144 +199,151 +524%
SWA
62
SFMG Wealth Advisors
Texas
$27.1M 230,067 -185,514 -45%
MAM
63
Madison Asset Management
Wisconsin
$26.4M 224,656 -39,486 -15%
Allianz Asset Management
64
Allianz Asset Management
Germany
$26.2M 222,900 +44,500 +25%
TC
65
Trilogy Capital
California
$26.2M 222,751 -948 -0.4%
CAN
66
Cetera Advisor Networks
California
$25.3M 214,803 +9,150 +4%
ODIJL
67
One Day In July LLC
Vermont
$24.3M 206,156 +4,065 +2%
HPA
68
High Probability Advisors
New York
$22.8M 194,179 +41,698 +27%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$22.6M 192,264 +21,114 +12%
RCM
70
Rain Capital Management
Oregon
$22.3M 189,360 +75,123 +66%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$22.2M 188,915 +57,489 +44%
PI
72
PFS Investments
Georgia
$22.1M 185,882 +72,782 +64%
KFAA
73
Klaas Financial Asset Advisors
Illinois
$21.8M 185,713 +5,969 +3%
PWP
74
Principle Wealth Partners
Connecticut
$21.2M 180,533 +180,533 New
HTC
75
Haverford Trust Company
Pennsylvania
$20.9M 177,589 +5,618 +3%
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