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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 %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$21.4M 189,126 +73,088 +63%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$20.7M 182,949 +182,949 New
BS
78
Banco Santander
Spain
$20.6M 182,415 -63,350 -26%
FFBTD
79
First Financial Bank - Trust Division
Ohio
$20.5M 181,112 +54,736 +43%
Northern Trust
80
Northern Trust
Illinois
$20.5M 180,946 +180,946 New
BB
81
Berkshire Bank
Massachusetts
$20.1M 177,409 -7,308 -4%
WJA
82
Willis Johnson & Associates
Texas
$19.6M 173,208 +15,139 +10%
MML Investors Services
83
MML Investors Services
Massachusetts
$19.5M 172,512 +65,332 +61%
CWM
84
Curi Wealth Management
North Carolina
$19.5M 171,942 -17,617 -9%
RBCM
85
Raub Brock Capital Management
California
$19M 168,049 +1,954 +1%
KP
86
Keel Point
Alabama
$18.7M 164,959 +12,200 +8%
CAN
87
Cetera Advisor Networks
California
$17.8M 157,259 -112,977 -42%
BCMO
88
Buckingham Capital Management (Ohio)
Ohio
$17.6M 155,866 +155,866 New
JHCM
89
Juniper Hill Capital Management
California
$17.3M 153,297 – –
PFP
90
Pinnacle Financial Partners
Tennessee
$17.2M 152,282 +10,840 +8%
MW
91
MBL Wealth
North Carolina
$16.9M 149,570 +24,945 +20%
SWP
92
Strategic Wealth Partners
Ohio
$16.3M 143,758 +9,888 +7%
Citadel Advisors
93
Citadel Advisors
Florida
$16.1M 141,986 +62,598 +79%
BCM
94
Boltwood Capital Management
California
$16M 141,409 +26,300 +23%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$15.8M 139,682 +32,557 +30%
1832 Asset Management
96
1832 Asset Management
Ontario, Canada
$15.7M 139,084 +16,907 +14%
EFM
97
Eley Financial Management
Vermont
$15.5M 136,854 -125 -0.1%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$15.4M 136,291 +136,291 New
AWS
99
Atria Wealth Solutions
New York
$15.4M 135,751 -3,120 -2%
HVIA
100
Hudson Valley Investment Advisors
New York
$15M 132,528 -3,921 -3%
2 3
4
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