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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

606 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+26
Holders Change %
+4.48%
% of All Funds
9.56%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.84%
New
85
Increased
228
Reduced
205
Closed
57
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M

Top Buyers

1
WA
WestEnd Advisors
North Carolina
$150M
2
Cerity Partners
Cerity Partners
New York
$147M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$123M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.14B
5
Ameriprise
Ameriprise
Minnesota
$273M

Top Sellers

1
M&T Bank
M&T Bank
New York
$73.7M
2
BAM
BTS Asset Management
Massachusetts
$0
3
Bank of America
Bank of America
North Carolina
$550M
4
Morgan Stanley
Morgan Stanley
New York
$345M
5
FFM
Fullerton Fund Management
Singapore
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
176
Regal Investment Advisors
Michigan
$4.97M +$303K +2,628 +6%
MLM
177
Mount Lucas Management
Pennsylvania
$4.95M +$1.98M +17,200 +67%
CWG
178
Cornerstone Wealth Group
North Carolina
$4.8M +$4.8M +41,660 New
SF
179
Synovus Financial
Georgia
$4.73M +$374K +3,244 +9%
WT
180
Whittier Trust
California
$4.68M -$1.53M -13,309 -25%
ANTB
181
AMG National Trust Bank
Colorado
$4.6M – – –
9WM
182
9258 Wealth Management
Ohio
$4.44M +$237K +2,060 +6%
PWMAG
183
Pinnacle Wealth Management Advisory Group
New Jersey
$4.41M +$917K +7,953 +26%
CFGS
184
Concourse Financial Group Securities
Alabama
$4.36M -$2.31K -20 -0.1%
TC
185
TAP Consulting
Missouri
$4.36M +$4.07M +35,309 +1,423%
CW
186
CreativeOne Wealth
Kansas
$4.3M +$3.46M +30,034 +411%
TW
187
TrinityPoint Wealth
Connecticut
$4.27M +$227K +1,970 +6%
BRWA
188
B. Riley Wealth Advisors
Florida
$4.1M +$980K +8,506 +31%
ES
189
ETF Store
Kansas
$4.03M +$4.03M +34,765 New
PWM
190
Pacific Wealth Management
California
$4.02M -$87.7K -761 -2%
CS
191
Comerica Securities
Michigan
$4M -$84.9K -737 -2%
Simplex Trading
192
Simplex Trading
Illinois
$3.99M +$3.99M +34,602 New
TCA
193
Transcend Capital Advisors
New Jersey
$3.97M +$224K +1,946 +6%
IPW
194
Impact Partnership Wealth
Georgia
$3.97M +$3.97M +34,430 New
SWA
195
Stratos Wealth Advisors
Ohio
$3.91M -$31.8K -276 -0.8%
TFA
196
TPG Financial Advisors
Oregon
$3.89M +$3.89M +33,750 New
RFC
197
Regions Financial Corp
Alabama
$3.75M -$4.84K -42 -0.1%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$3.71M +$18.8K +163 +0.5%
LFASL
199
Lugano Financial Advisors SA (LFA)
Switzerland
$3.66M +$37.5K +325 +1%
SCP
200
Silverleafe Capital Partners
Tennessee
$3.59M -$807 -7 -0%
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