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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 %
PAS
201
Park Avenue Securities
New York
$3.45M +$1.66M +14,696 +93%
OIA
202
OneDigital Investment Advisors
Kansas
$3.45M +$1.87M +16,524 +119%
WI
203
WrapManager Inc
California
$3.4M -$68K -601 -2%
DF
204
Donoghue Forlines
Massachusetts
$3.37M +$3.37M +29,738 New
ACM
205
Antonetti Capital Management
Florida
$3.3M -$215K -1,900 -6%
TFA
206
TPG Financial Advisors
Oregon
$3.25M -$565K -4,994 -15%
NPP
207
New Potomac Partners
Maryland
$3.19M +$293K +2,589 +10%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$3.14M -$93.9K -830 -3%
CWA
209
Centennial Wealth Advisory
Michigan
$3.12M +$21K +186 +0.7%
EWM
210
Edge Wealth Management
New York
$3.02M +$3.02M +26,680 New
IDBONY
211
Israel Discount Bank of New York
New York
$2.99M -$19.1K -169 -0.6%
CNB
212
Camden National Bank
Maine
$2.96M -$113K -995 -4%
QFA
213
Quattro Financial Advisors
Texas
$2.92M -$178K -1,577 -6%
KPWS
214
Kestra Private Wealth Services
Texas
$2.91M +$1.49M +13,132 +104%
WSTAM
215
Wilbanks Smith & Thomas Asset Management
Virginia
$2.81M -$21.9M -193,267 -89%
AG
216
Ascent Group
Virginia
$2.78M +$475K +4,201 +21%
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.72M +$570K +5,038 +26%
SFG
218
Summit Financial Group
West Virginia
$2.69M -$339K -3,000 -11%
FFA
219
Fortune Financial Advisors
Kansas
$2.63M +$11.9K +105 +0.5%
MPW
220
MA Private Wealth
California
$2.55M -$397K -3,508 -13%
BHB
221
Bank Hapoalim BM
Israel
$2.53M -$2.57M – –
AWM
222
Axxcess Wealth Management
California
$2.53M +$2.01M +17,741 +387%
OCPWS
223
One Charles Private Wealth Services
Massachusetts
$2.48M +$39.5K +349 +2%
BCM
224
Becker Capital Management
Oregon
$2.39M +$2.39M +21,100 New
PF
225
Parker Financial
Washington
$2.34M -$254K -2,241 -10%
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