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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 %
Marshall Wace
76
Marshall Wace
United Kingdom
$17M 148,300 +148,300 New
OPS
77
Orion Portfolio Solutions
Nebraska
$16.8M 146,657 -6,362 -4%
OAJ
78
Ogorek Anthony Joseph
New York
$16.8M 145,813 -9,249 -6%
WCM
79
Wealthcare Capital Management
Virginia
$16M 139,159 -121,863 -47%
HVIA
80
Hudson Valley Investment Advisors
New York
$16M 139,099 -7,488 -5%
BS
81
Banco Santander
Spain
$15.7M 136,572 +78,382 +135%
TPCW
82
TD Private Client Wealth
New York
$15.1M 131,647 -10,696 -8%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$15.1M 131,426 -275,401 -68%
CIAS
84
Capital Investment Advisory Services
North Carolina
$14.9M 129,793 +17,329 +15%
EFM
85
Eley Financial Management
Vermont
$14.8M 129,042 +129,042 New
IC
86
Innealta Capital
Texas
$14.4M 125,390 +125,390 New
HSBC Holdings
87
HSBC Holdings
United Kingdom
$14.4M 125,340 -97 -0.1%
Millennium Management
88
Millennium Management
New York
$14.3M 124,151 -6,269 -5%
FFBTD
89
First Financial Bank - Trust Division
Ohio
$14.2M 123,349 +7,676 +7%
US Bancorp
90
US Bancorp
Minnesota
$13.8M 119,880 +14,811 +14%
WJA
91
Willis Johnson & Associates
Texas
$13.8M 119,787 +211 +0.2%
BB
92
Berkshire Bank
Massachusetts
$13.7M 119,636 -15,864 -12%
FWM
93
FFT Wealth Management
Pennsylvania
$13.6M 118,685 -1,604 -1%
KAS
94
Kestra Advisory Services
Texas
$13.6M 118,008 +42,464 +56%
RCM
95
Rain Capital Management
Oregon
$13.1M 114,237 +114,237 New
1832 Asset Management
96
1832 Asset Management
Ontario, Canada
$13M 113,189 -12,863 -10%
PI
97
PFS Investments
Georgia
$13M 113,100 +13,532 +14%
PCA
98
Personal Capital Advisors
California
$12.9M 112,494 -5,537,084 -98%
KP
99
Keel Point
Alabama
$12.7M 110,246 -24,693 -18%
BEC
100
Blue Edge Capital
Virginia
$12.3M 107,254 +6,548 +7%
2 3
4
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