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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

508 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+36
Holders Change %
+7.63%
% of All Funds
9.01%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.82%
New
93
Increased
183
Reduced
168
Closed
48
Calls
$44.8M
Puts
$155M
Net Calls
-$110M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.58B
2
EVM
Eaton Vance Management
Massachusetts
$72M
3
Jane Street
Jane Street
New York
$61M
4
PCA
Personal Capital Advisors
California
$486M
5
CFIA
Cantor Fitzgerald Investment Advisors
New York
$21.6M

Top Sellers

1
JHCM
Juniper Hill Capital Management
California
$40M
2
SCM
SCS Capital Management
Massachusetts
$502M
3
FIM
Freedom Investment Management
Connecticut
$0
4
PWAG
Polaris Wealth Advisory Group
California
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
226
Transcend Capital Advisors
New Jersey
$1.51M +$56.1K +422 +4%
MA
227
Mutual Advisors
Nebraska
$1.43M -$799K -6,009 -36%
CIBC World Market
228
CIBC World Market
Ontario, Canada
$1.42M -$1.13M -8,505 -44%
AIM
229
Acropolis Investment Management
Missouri
$1.41M – – –
UCFA
230
United Capital Financial Advisors
Texas
$1.4M -$1.66M -12,477 -54%
JWCA
231
J.W. Cole Advisors
Florida
$1.39M -$272K -2,046 -16%
CCWA
232
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.39M +$50.5K +380 +4%
NFG
233
Next Financial Group
Texas
$1.35M -$3.87M -29,137 -74%
QA
234
Quantitative Advantage
Minnesota
$1.35M -$14.8K -111 -1%
Natixis Advisors
235
Natixis Advisors
Massachusetts
$1.35M +$1.35M +10,134 New
SSWM
236
Smith Salley Wealth Management
North Carolina
$1.27M +$1.27M +9,562 New
I
237
INVST
Indiana
$1.26M -$1.72M -12,958 -58%
HF
238
HRT Financial
New York
$1.26M +$1.26M +9,459 New
MAFM
239
Mid Atlantic Financial Management
Pennsylvania
$1.25M +$411K +3,091 +49%
SAS
240
Stelac Advisory Services
New York
$1.24M -$1.2M -9,002 -49%
A
241
AdvicePeriod
California
$1.21M -$1.3M -9,756 -52%
DWM
242
Dakota Wealth Management
Florida
$1.2M +$52.3K +393 +5%
CFA
243
Carroll Financial Associates
North Carolina
$1.17M -$299K -2,251 -20%
SFG
244
Sowa Financial Group
Rhode Island
$1.17M -$323K -2,425 -22%
TW
245
TrinityPoint Wealth
Connecticut
$1.17M +$30.3K +228 +3%
GRP
246
Global Retirement Partners
California
$1.14M +$200K +1,501 +21%
CA
247
Clearstead Advisors
Ohio
$1.14M -$99.8K -750 -8%
PFG
248
Pacific Financial Group
Washington
$1.14M -$3.59K -27 -0.3%
SC
249
Scotia Capital
Ontario, Canada
$1.12M +$133 +1 +0%
PWM
250
Perigon Wealth Management
California
$1.11M +$53K +399 +5%
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