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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

549 hedge funds and large institutions have $10.2B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 187 increasing their positions, 190 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+15
Holders Change %
+2.81%
% of All Funds
9.28%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.95%
New
87
Increased
187
Reduced
190
Closed
65
Calls
$135M
Puts
$38.5M
Net Calls
+$96.6M
Net Calls Change
+$94M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.32B
2
CSIA
Charles Schwab Investment Advisory
California
$410M
3
Charles Schwab
Charles Schwab
California
$502M
4
Goldman Sachs
Goldman Sachs
New York
$215M
5
Bank of America
Bank of America
North Carolina
$517M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$4.11M
2
Jane Street
Jane Street
New York
$22.1M
3
SCM
SCS Capital Management
Massachusetts
$20.4M
4
Financial Engines Advisors
Financial Engines Advisors
California
$473M
5
Creative Planning
Creative Planning
Kansas
$305M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
226
Brookstone Capital Management
Illinois
$1.77M -$1.57M -13,181 -47%
BPA
227
Beacon Pointe Advisors
California
$1.75M -$767K -6,426 -30%
State Street
228
State Street
Massachusetts
$1.73M -$26.2M -219,725 -94%
RWM
229
Ritholtz Wealth Management
New York
$1.73M -$17.9M -149,734 -91%
ACP
230
Aveo Capital Partners
Colorado
$1.72M +$1.08M +9,060 +169%
PAS
231
Park Avenue Securities
New York
$1.7M -$31.7K -266 -2%
FIA
232
Foundations Investment Advisors
Arizona
$1.69M +$1.69M +14,128 New
BFM
233
Boston Financial Management
Massachusetts
$1.66M +$1.66M +13,883 New
IDA
234
Intelligence Driven Advisers
California
$1.65M +$254K +2,122 +18%
GVAG
235
Great Valley Advisor Group
Delaware
$1.65M -$962K -8,065 -37%
RJT
236
Raymond James Trust
Florida
$1.64M +$1.3M +10,902 +381%
JE
237
JMAC Enterprises
Pennsylvania
$1.62M -$22.1K -185 -1%
MCP
238
Martin Capital Partners
Oregon
$1.61M -$11.3K -95 -0.7%
MCWS
239
McKinley Carter Wealth Services
West Virginia
$1.51M -$205K -1,722 -12%
CF
240
Centaurus Financial
California
$1.48M +$139K +1,165 +10%
BDFN
241
Bond & Devick Financial Network
Minnesota
$1.47M +$1.47M +12,278 New
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$1.44M +$588K +4,928 +69%
SCM
243
Stonehearth Capital Management
Massachusetts
$1.43M +$848K +7,138 +145%
CCB
244
Country Club Bank
Missouri
$1.4M +$1.19M +10,026 +574%
IA
245
Inspire Advisors
Idaho
$1.4M +$929K +7,784 +199%
NWM
246
Northwest Wealth Management
Iowa
$1.36M +$1.36M +11,407 New
HS
247
Horan Securities
United States
$1.34M +$53.6K +450 +4%
CFAM
248
Coury Firm Asset Management
Pennsylvania
$1.33M -$2.72M -22,838 -67%
EVM
249
Eaton Vance Management
Massachusetts
$1.32M -$35.6M -298,092 -96%
PFG
250
Pacific Financial Group
Washington
$1.32M -$170K -1,422 -11%
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