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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

538 hedge funds and large institutions have $10.1B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-11
Holders Change %
-2%
% of All Funds
9.3%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.97%
New
67
Increased
191
Reduced
200
Closed
75
Calls
$156M
Puts
$114M
Net Calls
+$42.3M
Net Calls Change
-$54.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$352M
2
Truist Financial
Truist Financial
North Carolina
$211M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.4B
4
Bank of America
Bank of America
North Carolina
$602M
5
M&T Bank
M&T Bank
New York
$177M

Top Sellers

1
MPCL
My Personal CFO LLC
Washington
$236K
2
Goldman Sachs
Goldman Sachs
New York
$384K
3
CSIA
Charles Schwab Investment Advisory
California
$188M
4
Citadel Advisors
Citadel Advisors
Florida
$2.19M
5
Charles Schwab
Charles Schwab
California
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
Brookstone Capital Management
Illinois
$2.37M +$668K +5,866 +39%
CHAM
202
Clear Harbor Asset Management
Connecticut
$2.33M +$72K +630 +3%
BHB
203
Bank Hapoalim BM
Israel
$2.23M -$1.94M – –
QA
204
Quantitative Advantage
Minnesota
$2.22M +$19.1K +167 +0.9%
SIM
205
Studio Investment Management
Illinois
$2.19M +$181K +1,580 +9%
Citadel Advisors
206
Citadel Advisors
Florida
$2.19M -$159M -1,391,096 -99%
BPC
207
Banque Pictet & Cie
Switzerland
$2.17M +$1,000K +8,750 +85%
FF
208
Fluent Financial
Texas
$2.15M +$90.9K +795 +4%
AG
209
Ascent Group
Virginia
$2.13M +$189K +1,666 +10%
PA
210
PFG Advisors
Arizona
$2.12M +$2.12M +18,578 New
RJT
211
Raymond James Trust
Florida
$2.12M +$549K +4,801 +35%
WEG
212
World Equity Group
Illinois
$2.11M +$177K +1,545 +9%
RVM
213
Robinson Value Management
Texas
$2.06M – – –
CAN
214
Cetera Advisor Networks
California
$2.05M -$47.4K -415 -2%
Franklin Resources
215
Franklin Resources
California
$2.02M +$171K +1,493 +9%
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$2.01M -$37.3K -327 -2%
ACM
217
AUA Capital Management
Pennsylvania
$2.01M -$215K -1,879 -10%
BA
218
Ballew Advisors
Mississippi
$2.01M +$42.3K +373 +2%
CCMD
219
Cypress Capital Management (Delaware)
Delaware
$1.99M +$110K +960 +6%
SWM
220
Spire Wealth Management
Virginia
$1.97M -$118K -1,031 -6%
CB
221
Commerce Bank
Missouri
$1.87M -$576K -5,042 -24%
Deutsche Bank
222
Deutsche Bank
Germany
$1.87M +$3.09K +27 +0.2%
BOTW
223
Bank of the West
California
$1.86M +$808K +7,066 +76%
MCP
224
Martin Capital Partners
Oregon
$1.8M +$252K +2,209 +16%
EAMA
225
EFG Asset Management (Americas)
Florida
$1.77M +$1.77M +15,512 New
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