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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
9.28%
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 %
SFG
201
Summit Financial Group
West Virginia
$3.22M 27,371 -1,530 -5%
BRWA
202
B. Riley Wealth Advisors
Florida
$3.18M 27,050 +22,494 +494%
CNB
203
Camden National Bank
Maine
$3.18M 27,038 -1,813 -6%
MPW
204
MA Private Wealth
California
$3.18M 26,989 -21,514 -44%
Empower Advisory Group
205
Empower Advisory Group
Colorado
$3.15M 26,703 +26,703 New
AA
206
Alesco Advisors
New York
$3.14M 26,656 – –
LFAS
207
Level Four Advisory Services
Texas
$3.13M 26,596 -2,083 -7%
BCM
208
Brookstone Capital Management
Illinois
$3.13M 26,728 +9,801 +58%
MLM
209
Mount Lucas Management
Pennsylvania
$3.03M 25,758 +25,758 New
FA
210
FDx Advisors
Illinois
$3.03M 26,347 – –
WA
211
Wealthstar Advisors
Texas
$3.02M 25,686 -213 -0.8%
TC
212
Telemus Capital
Michigan
$2.94M 25,010 -19,073 -43%
CFA
213
Camarda Financial Advisors
Florida
$2.86M 24,273 +24,273 New
TA
214
TFB Advisors
Kansas
$2.85M 24,203 +1,598 +7%
CA
215
Cetera Advisors
Colorado
$2.81M 23,910 -1,574 -6%
NPP
216
New Potomac Partners
Maryland
$2.78M 23,659 +963 +4%
FLPIM
217
F.L. Putnam Investment Management
Massachusetts
$2.75M 23,391 +23,391 New
PFS
218
Prospera Financial Services
Texas
$2.75M 23,391 +19,109 +446%
OCPWS
219
One Charles Private Wealth Services
Massachusetts
$2.71M 22,998 -4,342 -16%
DWA
220
Delap Wealth Advisory
Oregon
$2.7M 22,946 +576 +3%
PF
221
Parker Financial
Washington
$2.69M 22,903 -484 -2%
PWM
222
Perigon Wealth Management
California
$2.66M 22,618 -1,768 -7%
BHB
223
Bank Hapoalim BM
Israel
– – – –
CCM
224
Crabel Capital Management
California
$2.63M 22,357 -1,848 -8%
RJT
225
Raymond James Trust
Florida
$2.57M 21,869 +3,173 +17%
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