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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

532 hedge funds and large institutions have $8.38B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.22%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.68%
New
99
Increased
177
Reduced
176
Closed
54
Calls
$91.8M
Puts
$8.62M
Net Calls
+$83.2M
Net Calls Change
-$58.5M

Top Buyers

1
AP
Advisors Preferred
Maryland
$135M
2
MAM
Meeder Asset Management
Ohio
$117M
3
Jane Street
Jane Street
New York
$114M
4
WA
WestEnd Advisors
North Carolina
$58.1M
5
Bank of America
Bank of America
North Carolina
$432M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$488M
2
SCM
SCS Capital Management
Massachusetts
$134M
3
AssetMark Inc
AssetMark Inc
California
$289M
4
HNB
Huntington National Bank
Ohio
$37.7M
5
MAM
Madison Asset Management
Wisconsin
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFAM
226
Coury Firm Asset Management
Pennsylvania
$1.56M +$1.56M +12,119 New
PSUF
227
People's United Financial
Connecticut
$1.55M -$13.6K -106 -0.9%
OCPWS
228
One Charles Private Wealth Services
Massachusetts
$1.53M +$166K +1,293 +12%
TW
229
TrinityPoint Wealth
Connecticut
$1.53M +$83K +645 +6%
CA
230
Cetera Advisors
Colorado
$1.53M -$43.4K -337 -3%
TCA
231
Transcend Capital Advisors
New Jersey
$1.52M +$60.9K +473 +4%
CFAM
232
Center For Asset Management
Florida
$1.51M +$471K +3,663 +45%
SWP
233
Stratos Wealth Partners
Ohio
$1.5M +$351K +2,726 +31%
UI
234
Unconventional Investor
New Hampshire
$1.49M +$1.49M +11,602 New
EWA
235
ERTS Wealth Advisors
Michigan
$1.48M +$45.6K +355 +3%
RCG
236
Regatta Capital Group
California
$1.46M +$1.46M +11,344 New
IFA
237
Index Fund Advisors
California
$1.44M +$1.44M +11,154 New
SPC
238
Sigma Planning Corp
Michigan
$1.43M -$40.5K -315 -3%
GG
239
GenWealth Group
New Jersey
$1.42M +$1.42M +11,012 New
JWCA
240
J.W. Cole Advisors
Florida
$1.38M +$1.38M +10,687 New
JFL
241
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.34M -$1.09M – –
HS
242
Horan Securities
United States
$1.34M +$1.34M +10,406 New
WWM
243
Windsor Wealth Management
Indiana
$1.34M -$417K -3,255 -24%
PAS
244
Park Avenue Securities
New York
$1.32M +$272K +2,111 +26%
NFG
245
Next Financial Group
Texas
$1.32M +$678K +5,271 +106%
RVM
246
Robinson Value Management
Texas
$1.28M -$59.7K -464 -4%
PA
247
PFG Advisors
Arizona
$1.25M -$73.3K -570 -6%
DWM
248
Dakota Wealth Management
Florida
$1.25M -$166K -1,292 -12%
MA
249
Mutual Advisors
Nebraska
$1.25M -$312K -2,426 -20%
BOTW
250
Bank of the West
California
$1.23M -$140K -1,087 -10%
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