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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 %
VRM
201
Vectors Research Management
New York
$2.91M -$122K -1,062 -4%
AWM
202
Aevitas Wealth Management
Massachusetts
$2.89M +$1.4M +12,202 +94%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$2.88M -$281K -2,442 -9%
HC
204
HNP Capital
New York
$2.87M -$122K -1,063 -4%
CWA
205
Centennial Wealth Advisory
Michigan
$2.84M -$530K -4,612 -16%
PWM
206
Perigon Wealth Management
California
$2.8M -$254K -2,215 -8%
CCM
207
Crabel Capital Management
California
$2.78M +$2.78M +24,205 New
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$2.76M +$1.09M +9,504 +65%
PF
209
Parker Financial
Washington
$2.69M +$2.69M +23,387 New
NPP
210
New Potomac Partners
Maryland
$2.61M +$195K +1,701 +8%
TA
211
TFB Advisors
Kansas
$2.6M +$2.6M +22,605 New
DWA
212
Delap Wealth Advisory
Oregon
$2.57M +$2.57M +22,370 New
CHAM
213
Clear Harbor Asset Management
Connecticut
$2.54M +$192K +1,675 +8%
FTS
214
Fifth Third Securities
Ohio
$2.47M +$1.42M +12,373 +135%
BA
215
Ballew Advisors
Mississippi
$2.43M +$350K +2,980 +17%
BHB
216
Bank Hapoalim BM
Israel
$2.42M -$2.23M – –
RVM
217
Robinson Value Management
Texas
$2.4M +$329K +2,863 +16%
SC
218
Sinecera Capital
Texas
$2.38M -$8.35K -73 -0.3%
AG
219
Ascent Group
Virginia
$2.33M +$175K +1,521 +8%
FA
220
Forefront Analytics
Pennsylvania
$2.22M -$215K -1,873 -9%
RJT
221
Raymond James Trust
Florida
$2.15M +$15.5K +135 +0.7%
Franklin Resources
222
Franklin Resources
California
$2.14M +$114K +991 +6%
WEG
223
World Equity Group
Illinois
$2.11M -$13.6K -118 -0.6%
DWT
224
Dorsey & Whitney Trust
South Dakota
$2.07M +$322K +2,807 +18%
EAMA
225
EFG Asset Management (Americas)
Florida
$2.04M +$254K +2,211 +14%
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