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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

508 hedge funds and large institutions have $9.19B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 185 reducing their positions, and 67 closing their positions.

Holders
508
Holders Change
–
Holders Change %
0%
% of All Funds
8.95%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.83%
New
70
Increased
181
Reduced
185
Closed
67
Calls
$24.9M
Puts
$127M
Net Calls
-$102M
Net Calls Change
+$8.02M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.82B
2
Citigroup
2
Citigroup
New York
$86.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$153M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$65M
5
PCA
5
Personal Capital Advisors
California
$536M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Creative Planning
2
Creative Planning
Kansas
$527M
3
UBS Group
3
UBS Group
Switzerland
$147M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$673M
5
SWA
5
SFMG Wealth Advisors
Texas
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SYBT
226
Stock Yards Bank & Trust
Kentucky
$1.48M 11,382 -5,005 -31%
PAG
227
Private Advisor Group
New Jersey
$1.47M 11,343 -12,181 -52%
HT
228
HAP Trading
New York
$1.4M 10,770 -900 -8%
Natixis Advisors
229
Natixis Advisors
Massachusetts
$1.37M 10,580 +446 +4%
PA
230
PFG Advisors
Arizona
$1.32M 10,127 +4,278 +73%
PFG
231
Pacific Financial Group
Washington
$1.3M 10,015 +1,482 +17%
TCA
232
Transcend Capital Advisors
New Jersey
$1.29M 9,957 -1,409 -12%
OFG
233
OmniStar Financial Group
North Carolina
$1.2M 9,224 -5,504 -37%
TW
234
TrinityPoint Wealth
Connecticut
$1.18M 9,061 +267 +3%
CA
235
Cetera Advisors
Colorado
$1.15M 8,865 -7,712 -47%
ACP
236
Aveo Capital Partners
Colorado
$1.13M 8,668 +3,274 +61%
SSWM
237
Smith Salley Wealth Management
North Carolina
$1.1M 8,494 -1,068 -11%
DWM
238
Dakota Wealth Management
Florida
$1.1M 8,491 -563 -6%
PWM
239
Perigon Wealth Management
California
$1.09M 8,392 +19 +0.2%
RVM
240
Robinson Value Management
Texas
$1.09M 8,370 +381 +5%
HS
241
Horan Securities
United States
$1.04M 8,000 +1,827 +30%
ASN
242
Advisory Services Network
Georgia
$1.01M 7,786 -42,526 -85%
MAFM
243
Mid Atlantic Financial Management
Pennsylvania
$1.01M 7,751 -1,624 -17%
JWCA
244
J.W. Coons Advisors
Ohio
$999K 7,704 +560 +8%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$995K 7,659 +361 +5%
IFS
246
Ifrah Financial Services
Arkansas
$989K 7,617 -7,445 -49%
A
247
AdvicePeriod
California
$971K 7,474 -1,643 -18%
SRSA
248
S.R. Schill & Associates
Washington
$971K 7,476 -256 -3%
CIBC World Market
249
CIBC World Market
Ontario, Canada
$970K 7,469 -3,205 -30%
WA
250
Winfield Associates
Ohio
$966K 7,440 +150 +2%
8 9
10
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