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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 %
UCFA
76
United Capital Financial Advisors
Texas
$20.7M 176,128 -32,347 -16%
CWM
77
Curi Wealth Management
North Carolina
$20.3M 172,690 +112,989 +189%
TPCW
78
TD Private Client Wealth
New York
$20.2M 171,801 +40,154 +31%
RBCM
79
Raub Brock Capital Management
California
$19.6M 166,310 +605 +0.4%
HCM
80
Highview Capital Management
Illinois
$18.4M 156,661 +4,851 +3%
BS
81
Banco Santander
Spain
$18.4M 156,623 +20,051 +15%
FM
82
Family Management
New York
$18.4M 156,034 +156,034 New
JHCM
83
Juniper Hill Capital Management
California
$18M 153,297 – –
US Bancorp
84
US Bancorp
Minnesota
$18M 153,003 +33,123 +28%
HWM
85
Heirloom Wealth Management
Colorado
$17M 144,484 +41,929 +41%
DI
86
DDFG Inc
California
$16.6M 141,418 +141,418 New
MAM
87
Meeder Asset Management
Ohio
$16.4M 139,142 +139,142 New
HVIA
88
Hudson Valley Investment Advisors
New York
$16.2M 137,544 -1,555 -1%
IC
89
Innealta Capital
Texas
$16.2M 137,504 +12,114 +10%
EFM
90
Eley Financial Management
Vermont
$15.2M 129,337 +295 +0.2%
CIAS
91
Capital Investment Advisory Services
North Carolina
$15.2M 128,824 -969 -0.7%
KP
92
Keel Point
Alabama
$15M 127,589 +17,343 +16%
SWP
93
Strategic Wealth Partners
Ohio
$14.9M 126,771 +25,537 +25%
NAM
94
NorthCrest Asset Manangement
Minnesota
$14.9M 126,575 +126,575 New
FFBTD
95
First Financial Bank - Trust Division
Ohio
$14.8M 126,118 +2,769 +2%
WJA
96
Willis Johnson & Associates
Texas
$14.7M 125,156 +5,369 +4%
AWS
97
Atria Wealth Solutions
New York
$14.6M 124,098 -39,712 -24%
BB
98
Berkshire Bank
Massachusetts
$14.4M 121,973 +2,337 +2%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$14.3M 121,150 -4,190 -3%
FWM
100
FFT Wealth Management
Pennsylvania
$14M 119,096 +411 +0.3%
2 3
4
5 6