IEI icon

iShares 3-7 Year Treasury Bond ETF

661 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 208 increasing their positions, 235 reducing their positions, and 67 closing their positions.

Holders
661
Holders Change
+69
Holders Change %
+11.66%
% of All Funds
9.69%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
147
Increased
208
Reduced
235
Closed
67
Calls
$85M
Puts
$51.5M
Net Calls
+$33.5M
Net Calls Change
+$62.9M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.1B 9,407,089 -7,700,906 -45%
Morgan Stanley
2
Morgan Stanley
New York
$586M 5,002,326 +1,369,659 +38%
Bank of America
3
Bank of America
North Carolina
$585M 4,994,752 -890,701 -15%
Financial Engines Advisors
4
Financial Engines Advisors
California
$487M 4,154,095 -80,942 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$455M 3,888,648 -150,957 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$352M 3,003,638 +267,096 +10%
CSIA
7
Charles Schwab Investment Advisory
California
$326M 2,784,998 -434,379 -13%
Truist Financial
8
Truist Financial
North Carolina
$305M 2,600,709 -26,041 -1%
Cerity Partners
9
Cerity Partners
New York
$261M 2,229,435 +960,139 +76%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$250M 2,136,167 -65,819 -3%
AssetMark Inc
11
AssetMark Inc
California
$245M 2,094,390 +128,421 +7%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$243M 2,078,819 -24,260 -1%
Creative Planning
13
Creative Planning
Kansas
$230M 1,960,385 -64,030 -3%
Ameriprise
14
Ameriprise
Minnesota
$219M 1,874,554 -294,495 -14%
UBS Group
15
UBS Group
Switzerland
$214M 1,823,656 -779,391 -30%
Wells Fargo
16
Wells Fargo
California
$208M 1,776,753 -95,995 -5%
Charles Schwab
17
Charles Schwab
California
$198M 1,692,850 -65,362 -4%
MMI
18
Matson Money Inc
Ohio
$168M 1,434,967 -30,338 -2%
Stifel Financial
19
Stifel Financial
Missouri
$153M 1,308,204 -23,306 -2%
WA
20
WestEnd Advisors
North Carolina
$151M 1,292,429 -27,154 -2%
RJA
21
Raymond James & Associates
Florida
$147M 1,255,753 -27,843 -2%
TWM
22
Tanglewood Wealth Management
Texas
$141M 1,203,211 -549,027 -31%
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138M 1,179,767 -46,779 -4%
LPL Financial
24
LPL Financial
California
$133M 1,136,374 +34,037 +3%
BlackRock
25
BlackRock
New York
$119M 1,011,970 +111,338 +12%