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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 %
CISOA
101
Capital Investment Services of America
Wisconsin
$13.6M 115,352 +11,987 +12%
MW
102
MBL Wealth
North Carolina
$13.5M 114,936 +48,292 +72%
1832 Asset Management
103
1832 Asset Management
Ontario, Canada
$13.4M 113,876 +687 +0.6%
BBVA
104
Banco Bilbao Vizcaya Argentaria
Spain
$13.1M 111,607 +54,254 +95%
AWM
105
Axxcess Wealth Management
California
$13M 110,214 +3,538 +3%
BEC
106
Blue Edge Capital
Virginia
$12.9M 110,028 +2,774 +3%
HFS
107
Hantz Financial Services
Michigan
$12.9M 109,305 +17,569 +19%
OLVIG
108
Oliver Lagore Vanvalin Investment Group
Michigan
$12.6M 107,056 +107,056 New
CFG
109
Citizens Financial Group
Rhode Island
$12.5M 106,274 +106,274 New
VAS
110
Vestmark Advisory Solutions
Massachusetts
$12.2M 103,616 +9,285 +10%
LP
111
LGL Partners
Pennsylvania
$12.1M 103,179 +333 +0.3%
MML Investors Services
112
MML Investors Services
Massachusetts
$11.9M 101,503 +16,215 +19%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$11.9M 101,466 +682 +0.7%
BDFN
114
Bond & Devick Financial Network
Minnesota
$11.9M 101,417 +8,211 +9%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$11.8M 100,986 -321,564 -76%
GC
116
Gould Capital
Washington
$11.7M 99,737 +894 +0.9%
JIR
117
James Investment Research
Ohio
$11.7M 99,469 +13,725 +16%
OAJ
118
Ogorek Anthony Joseph
New York
$11.5M 98,138 -47,675 -33%
OAM
119
Oppenheimer Asset Management
New York
$11.5M 98,129 -6,409 -6%
PFP
120
Pinnacle Financial Partners
Tennessee
$11.2M 95,372 +36,798 +63%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$11.2M 95,267 +1,442 +2%
BCM
122
Boltwood Capital Management
California
$10.9M 92,336 +3,586 +4%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$10.7M 91,101 +29,563 +48%
MG
124
Mather Group
Illinois
$10.6M 90,061 -70,066 -44%
CIAS
125
CFS Investment Advisory Services
New Jersey
$10.1M 85,828 +85,828 New
3 4
5
6 7