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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.

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 Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$34.1M 300,982 -28,282 -9%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$34M 300,507 -10,228 -3%
PWAG
53
Polaris Wealth Advisory Group
California
$31.7M 280,464 -5,176 -2%
BCI
54
Brinker Capital Investments
Pennsylvania
$29.9M 264,275 -24,374 -8%
OPS
55
Orion Portfolio Solutions
Nebraska
$29.9M 264,275 -24,374 -8%
MAM
56
Madison Asset Management
Wisconsin
$29.7M 262,689 -1,337 -0.5%
Allianz Asset Management
57
Allianz Asset Management
Germany
$29.2M 257,900 -10,000 -4%
CF
58
Clarity Financial
Texas
$28.2M 249,064 +1,339 +0.5%
TC
59
Trilogy Capital
California
$26.7M 235,793 +23,190 +11%
SPIA
60
Strategic Point Investment Advisors
Rhode Island
$26.2M 231,899 +5,719 +3%
AF
61
Allworth Financial
California
$25.9M 229,251 -57,489 -20%
PA
62
Parkside Advisors
California
$25M 221,219 -4,972 -2%
HPA
63
High Probability Advisors
New York
$24.6M 216,986 +7,372 +4%
Corient Private Wealth
64
Corient Private Wealth
Florida
$24.5M 216,167 +194,455 +896%
TPCW
65
TD Private Client Wealth
New York
$23.9M 211,120 +6,386 +3%
ODIJL
66
One Day In July LLC
Vermont
$23.9M 211,025 +727 +0.3%
AAG
67
Armstrong Advisory Group
Massachusetts
$23.5M 207,862 +207,862 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$23.5M 207,844 +20,008 +11%
DI
69
DDFG Inc
California
$23.5M 207,233 +61,458 +42%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$23.4M 206,697 -73,182 -26%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$22.1M 195,324 +20,149 +12%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$21.8M 192,692 -22,746 -11%
KFAA
73
Klaas Financial Asset Advisors
Illinois
$21.8M 192,518 +3,817 +2%
HFS
74
Hantz Financial Services
Michigan
$21.8M 192,336 +16,913 +10%
US Bancorp
75
US Bancorp
Minnesota
$21.5M 189,833 +21,648 +13%
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