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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$9.31M -$29.8M -263,222 -76%
HCM
127
Highview Capital Management
Illinois
$9.27M -$9.99M -88,323 -52%
LIM
128
Leavell Investment Management
Alabama
$9.08M +$1.08M +9,503 +13%
AWM
129
Austin Wealth Management
Texas
$8.96M +$8.96M +78,632 New
RCAG
130
Rehmann Capital Advisory Group
Michigan
$8.9M +$165K +1,455 +2%
PP
131
Pegasus Partners
Wisconsin
$8.84M +$8.84M +78,126 New
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$8.6M -$263K -2,320 -3%
AIG
133
American International Group
New York
$8.51M – – –
BBVA
134
Banco Bilbao Vizcaya Argentaria
Spain
$8.23M -$659K -5,932 -7%
IG
135
ING Group
Netherlands
$8.1M -$9.08M -80,200 -53%
DC
136
Davenport & Co
Virginia
$7.77M +$167K +1,479 +2%
AI
137
Atria Investments
North Carolina
$7.75M -$182K -1,607 -2%
RWA
138
Rainsberger Wealth Advisors
Colorado
$7.73M +$311K +2,746 +4%
Millennium Management
139
Millennium Management
New York
$7.72M +$7.72M +68,205 New
RI
140
Rinkey Investments
California
$7.59M +$623K +5,508 +9%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$7.28M +$823K +7,276 +13%
PWP
142
Principle Wealth Partners
Connecticut
$7.25M -$13.4M -118,270 -65%
SIM
143
Studio Investment Management
Illinois
$6.68M +$57.4K +507 +0.9%
CCA
144
Checchi Capital Advisers
California
$6.66M -$2.59M -22,895 -28%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$6.59M +$475K +4,196 +8%
RIS
146
Retirement Income Solutions
Michigan
$6.55M +$1.13M +9,954 +21%
CFGS
147
Concourse Financial Group Securities
Alabama
$6.47M +$2.19M +19,344 +51%
WCWM
148
Wooster Corthell Wealth Management
Connecticut
$6.28M -$75.4K -666 -1%
CWM
149
Cabot Wealth Management
Massachusetts
$6.23M +$858K +7,579 +16%
SWA
150
Stratos Wealth Advisors
Ohio
$6.23M +$2.39M +21,129 +62%
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