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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

571 hedge funds and large institutions have $10.6B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 172 increasing their positions, 216 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+33
Holders Change %
+6.13%
% of All Funds
9.21%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.81%
New
100
Increased
172
Reduced
216
Closed
59
Calls
$243M
Puts
$281M
Net Calls
-$37.5M
Net Calls Change
-$79.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$404M
2
CSIA
Charles Schwab Investment Advisory
California
$328M
3
Mariner
Mariner
Kansas
$142M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.49B
5
LOAMU
Lombard Odier Asset Management (USA)
New York
$115M

Top Sellers

1
PCA
Personal Capital Advisors
California
$12.9M
2
Charles Schwab
Charles Schwab
California
$292M
3
BPWM
Badgley Phelps Wealth Managers
Washington
$565K
4
Jane Street
Jane Street
New York
$49.3M
5
SF
Synovus Financial
Georgia
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
176
TrinityPoint Wealth
Connecticut
$3.72M -$35K -305 -0.9%
LBIM
177
Land & Buildings Investment Management
Connecticut
$3.71M – – –
SCP
178
Silverleafe Capital Partners
Tennessee
$3.67M +$3.67M +31,936 New
TCA
179
Transcend Capital Advisors
New Jersey
$3.66M -$23.9K -208 -0.6%
PWMAG
180
Pinnacle Wealth Management Advisory Group
New Jersey
$3.57M -$39.8K -346 -1%
LFASL
181
Lugano Financial Advisors SA (LFA)
Switzerland
$3.56M +$81.1K +706 +2%
QFA
182
Quattro Financial Advisors
Texas
$3.53M -$1.7M -14,826 -33%
RVPG
183
Relative Value Partners Group
$3.51M -$33.3M -289,462 -90%
SC
184
Slow Capital
California
$3.51M -$14.6K -127 -0.4%
PCP
185
Proficio Capital Partners
Massachusetts
$3.49M – – –
CIC
186
Carnegie Investment Counsel
Ohio
$3.4M -$12.3K -107 -0.4%
ACM
187
Antonetti Capital Management
Florida
$3.4M -$400K -3,480 -11%
SFG
188
Summit Financial Group
West Virginia
$3.32M -$787K -6,847 -19%
CNB
189
Camden National Bank
Maine
$3.32M -$22.8K -198 -0.7%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$3.3M +$825K +7,179 +33%
GEM
191
Global Endowment Management
North Carolina
$3.3M – – –
LFAS
192
Level Four Advisory Services
Texas
$3.29M +$3.29M +28,679 New
OCPWS
193
One Charles Private Wealth Services
Massachusetts
$3.14M -$345K -3,002 -10%
LNC
194
Lincoln National Corp
Pennsylvania
$3.08M +$3.08M +26,832 New
AA
195
Alesco Advisors
New York
$3.06M -$31K -270 -1%
FA
196
FDx Advisors
Illinois
$3.03M +$475K +4,135 +19%
MPPLM
197
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.97M -$87.7K -763 -3%
WA
198
Wealthstar Advisors
Texas
$2.97M +$229 +2 +0%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$2.93M -$302K -2,627 -9%
CA
200
Cetera Advisors
Colorado
$2.93M +$1.91M +16,649 +188%
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