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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 %
PWM
176
Pacific Wealth Management
California
$4.19M 35,607 +35,607 New
CS
177
Comerica Securities
Michigan
$4.17M 35,408 -268 -0.8%
TW
178
TrinityPoint Wealth
Connecticut
$4.12M 35,051 +2,684 +8%
SWA
179
Stratos Wealth Advisors
Ohio
$4.03M 34,224 +661 +2%
LHWM
180
Lake Hills Wealth Management
Texas
$3.93M 33,403 +26,624 +393%
RI
181
Rinkey Investments
California
$3.92M 33,349 +21,817 +189%
Prudential Financial
182
Prudential Financial
New Jersey
$3.89M 32,368 -7,790 -19%
CHAM
183
Clear Harbor Asset Management
Connecticut
$3.87M 32,903 +10,817 +49%
HT
184
HAP Trading
New York
$3.83M 32,571 +32,571 New
RFC
185
Regions Financial Corp
Alabama
$3.83M 32,538 -34 -0.1%
TCA
186
Transcend Capital Advisors
New Jersey
$3.83M 32,512 +672 +2%
LBIM
187
Land & Buildings Investment Management
Connecticut
$3.8M 32,300 – –
Baird Financial Group
188
Baird Financial Group
Wisconsin
$3.77M 32,026 -4,213 -12%
LFASL
189
Lugano Financial Advisors SA (LFA)
Switzerland
$3.7M 31,429 +433 +1%
SCP
190
Silverleafe Capital Partners
Tennessee
$3.67M 31,184 -752 -2%
ACM
191
Antonetti Capital Management
Florida
$3.66M 31,070 +1,500 +5%
GVAG
192
Great Valley Advisor Group
Delaware
$3.6M 30,631 +18,243 +147%
PWMAG
193
Pinnacle Wealth Management Advisory Group
New Jersey
$3.57M 30,325 -738 -2%
CTI
194
Community Trust & Investment
Kentucky
$3.48M 29,547 +21,646 +274%
GEM
195
Global Endowment Management
North Carolina
$3.38M 28,700 – –
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$3.37M 28,612 -5,164 -15%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$3.34M 28,349 +3,305 +13%
IDBONY
198
Israel Discount Bank of New York
New York
$3.32M 28,200 -4,901 -15%
CWA
199
Centennial Wealth Advisory
Michigan
$3.28M 27,843 +3,106 +13%
QFA
200
Quattro Financial Advisors
Texas
$3.24M 27,554 -3,134 -10%
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