IEI icon

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 %
LFASL
176
Lugano Financial Advisors SA (LFA)
Switzerland
$4.39M +$800K +7,070 +22%
PA
177
Pinnacle Associates
New York
$4.39M -$593K -5,239 -12%
WT
178
Whittier Trust
California
$4.29M -$307K -2,713 -7%
9WM
179
9258 Wealth Management
Ohio
$4.28M -$79.8K -705 -2%
CW
180
CreativeOne Wealth
Kansas
$4.21M -$15.3K -135 -0.4%
TW
181
TrinityPoint Wealth
Connecticut
$4.14M -$49.2K -435 -1%
SIGI
182
Susquehanna International Group (Ireland)
Ireland
$4.05M +$4.05M +35,827 New
Comerica Bank
183
Comerica Bank
Texas
$4.01M +$4.01M +35,477 New
GVAG
184
Great Valley Advisor Group
Delaware
$3.99M -$1.67M -14,717 -29%
PWM
185
Pacific Wealth Management
California
$3.99M +$49K +433 +1%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$3.98M +$341K +3,014 +9%
TCA
187
Transcend Capital Advisors
New Jersey
$3.93M +$34.9K +308 +0.9%
ES
188
ETF Store
Kansas
$3.9M +$15.9K +142 +0.4%
CS
189
Comerica Securities
Michigan
$3.87M -$57.7K -510 -1%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$3.86M -$10.8M -95,470 -74%
BRWA
191
B. Riley Wealth Advisors
Florida
$3.85M -$171K -1,512 -4%
RBC
192
Roble Belko & Company
Pennsylvania
$3.83M +$3.77M +33,314 +6,690%
PAG
193
Private Advisor Group
New Jersey
$3.8M -$2.35M -20,796 -38%
BNP Paribas Financial Markets
194
BNP Paribas Financial Markets
France
$3.71M +$291K +2,572 +9%
PWMAG
195
Pinnacle Wealth Management Advisory Group
New Jersey
$3.71M -$621K -5,486 -14%
RFC
196
Regions Financial Corp
Alabama
$3.67M -$5.43K -48 -0.1%
CAC
197
Cowen and Company
New York
$3.66M +$2.94M +26,000 +413%
EAMA
198
EFG Asset Management (Americas)
Florida
$3.48M +$1.31M +11,581 +60%
CTI
199
Community Trust & Investment
Kentucky
$3.48M +$134K +1,182 +4%
SCP
200
Silverleafe Capital Partners
Tennessee
$3.45M -$73K -645 -2%
6 7
8
9 10