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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 %
AI
126
Atria Investments
North Carolina
$10M 85,291 +14,840 +21%
AIM
127
Acropolis Investment Management
Missouri
$9.98M 84,798 -1,264 -1%
RWM
128
RKL Wealth Management
Pennsylvania
$9.97M 84,745 +1,479 +2%
CCA
129
Checchi Capital Advisers
California
$9.78M 83,095 +6,637 +9%
FPAS
130
Focus Partners Advisor Solutions
Missouri
$9.58M 81,432 -14,062 -15%
WCM
131
Wealthcare Capital Management
Virginia
$9.56M 81,270 -57,889 -42%
BSB
132
Bangor Savings Bank
Maine
$8.85M 75,233 -21,132 -22%
AIG
133
American International Group
New York
$8.85M 75,200 – –
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$8.54M 72,550 +8,386 +13%
Parallax Volatility Advisers
135
Parallax Volatility Advisers
California
$8.18M 69,500 +10,094 +17%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$7.93M 67,363 +18,138 +37%
PCIG
137
Partners Capital Investment Group
Massachusetts
$7.87M 66,881 +66,881 New
ASFA
138
All Season Financial Advisors
Colorado
$7.55M 64,201 +64,201 New
GWM
139
GDS Wealth Management
Texas
$7.47M 63,528 +5,153 +9%
SCM
140
SCS Capital Management
Massachusetts
$7.42M 63,075 -8,260 -12%
DC
141
Davenport & Co
Virginia
$7.35M 62,474 +3,197 +5%
PAMS
142
Pictet Asset Management (Switzerland)
Switzerland
$7.29M 61,925 -119,135 -66%
KWM
143
Kingsview Wealth Management
Oregon
$7.04M 59,798 +10,862 +22%
KAS
144
Kestra Advisory Services
Texas
$6.76M 57,426 -60,582 -51%
PCA
145
Pallas Capital Advisors
Massachusetts
$6.75M 57,415 +57,415 New
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$6.72M 57,108 -3,310 -5%
MWM
147
Merriman Wealth Management
Washington
$6.66M 56,595 +56,595 New
CL
148
Choreo LLC
Illinois
$6.61M 56,198 +56,198 New
WCWM
149
Wooster Corthell Wealth Management
Connecticut
$6.56M 55,794 -685 -1%
SIM
150
Studio Investment Management
Illinois
$6.52M 55,402 +7,841 +16%
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