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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

472 hedge funds and large institutions have $8.59B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 211 increasing their positions, 148 reducing their positions, and 60 closing their positions.

Holders
472
Holders Change
-18
Holders Change %
-3.67%
% of All Funds
9.55%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.99%
New
46
Increased
211
Reduced
148
Closed
60
Calls
$48.9M
Puts
$172M
Net Calls
-$123M
Net Calls Change
-$51K

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$601M
2
JHCM
2
Juniper Hill Capital Management
California
$169M
3
FGA
3
Fortis Group Advisors
New Jersey
$45M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$44.7M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$717M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.12B
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.24M
3
Mariner
3
Mariner
Kansas
$0
4
Jane Street
4
Jane Street
New York
$0
5
AssetMark Inc
5
AssetMark Inc
California
$42.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
226
Sowa Financial Group
Rhode Island
$1.5M 11,228 -1,701 -13%
CFA
227
Carroll Financial Associates
North Carolina
$1.48M 11,067 +426 +4%
TCA
228
Transcend Capital Advisors
New Jersey
$1.46M 10,944 +787 +8%
MCP
229
Martin Capital Partners
Oregon
$1.46M 10,933 +131 +1%
PI
230
PFS Investments
Georgia
$1.44M 10,783 +4,136 +62%
AIM
231
Acropolis Investment Management
Missouri
$1.41M 10,563 – –
CFGS
232
Concourse Financial Group Securities
Alabama
$1.37M 10,287 +4,297 +72%
IAN
233
Integrated Advisors Network
Texas
$1.37M 10,252 -1,205 -11%
QA
234
Quantitative Advantage
Minnesota
$1.37M 10,251 +433 +4%
CCWA
235
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.34M 10,034 +10,034 New
GAG
236
GM Advisory Group
New York
$1.28M 9,612 -9,300 -49%
CC
237
Cedar Capital
Illinois
$1.26M 9,459 +2,898 +44%
BP
238
Ballentine Partners
Massachusetts
$1.26M 9,450 +9,450 New
BWAM
239
Boyd Watterson Asset Management
Ohio
$1.26M 9,407 +534 +6%
OMC
240
Old Mission Capital
Illinois
$1.24M 9,314 +9,314 New
PAG
241
Pinnacle Advisory Group
Maryland
$1.24M 9,281 -465,422 -98%
CA
242
Clearstead Advisors
Ohio
$1.24M 9,283 +690 +8%
HAS
243
HBW Advisory Services
California
$1.23M 9,237 -744 -7%
DWM
244
Dakota Wealth Management
Florida
$1.16M 8,661 +385 +5%
APC
245
Aspire Private Capital
North Carolina
$1.15M 8,624 +484 +6%
TW
246
TrinityPoint Wealth
Connecticut
$1.14M 8,566 +981 +13%
PFG
247
Pacific Financial Group
Washington
$1.14M 8,560 +1,258 +17%
SC
248
Scotia Capital
Ontario, Canada
$1.13M 8,436 -330 -4%
AAS
249
Avantax Advisory Services
Texas
$1.08M 8,115 +8,115 New
PWM
250
Perigon Wealth Management
California
$1.07M 7,974 +178 +2%
8 9
10
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