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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

495 hedge funds and large institutions have $63.4B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+8
Holders Change %
+1.64%
% of All Funds
8.69%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.76%
New
58
Increased
183
Reduced
172
Closed
42
Calls
$145M
Puts
$2.9M
Net Calls
+$142M
Net Calls Change
+$60.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$240M
2
PCA
Personal Capital Advisors
California
+$44.8M
3
PCP
Proficio Capital Partners
Massachusetts
+$40.3M
4
FWM
FFT Wealth Management
Pennsylvania
+$33.1M
5
MAM
Madison Asset Management
Wisconsin
+$29.6M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$50.4B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$75.3M
3
BlackRock
BlackRock
New York
-$66.9M
4
MG
Mather Group
Illinois
-$46.6M
5
HNB
Huntington National Bank
Ohio
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTIM
251
Danda Trouve Investment Management
Kansas
$947K -$342K -2,624 -27%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$935K -$22.3K -171 -2%
JWCA
253
J.W. Coons Advisors
Ohio
$918K -$17.6K -135 -2%
WA
254
Winfield Associates
Ohio
$910K -$32.5K -250 -3%
Cerity Partners
255
Cerity Partners
New York
$909K +$49.1K +377 +6%
CT
256
Cambridge Trust
Massachusetts
$904K -$707K -5,433 -44%
FT
257
Fiduciary Trust
Massachusetts
$884K +$172K +1,324 +24%
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$883K -$72.2K -555 -8%
CWM
259
CCG Wealth Management
California
$875K +$875K +6,726 New
WSFS
260
Wilmington Savings Fund Society
Delaware
$874K – – –
SSWM
261
Smith Salley Wealth Management
North Carolina
$871K -$78.3K -601 -8%
SAM
262
Strategic Asset Management
Minnesota
$867K +$867K +6,674 New
P
263
Pitcairn
Pennsylvania
$866K +$89.3K +686 +12%
William Blair & Company
264
William Blair & Company
Illinois
$848K -$12.6K -97 -1%
CA
265
Clearstead Advisors
Ohio
$836K – – –
CC
266
Cadinha & Co
Hawaii
$819K +$95.2K +731 +13%
RT
267
Rockland Trust
Massachusetts
$810K +$4.56K +35 +0.6%
IFA
268
Interactive Financial Advisors
Illinois
$789K +$29.2K +224 +4%
LWP
269
Lumature Wealth Partners
Georgia
$789K +$232K +1,783 +42%
RPCA
270
Running Point Capital Advisors
California
$768K +$58.6K +450 +8%
ACP
271
Aveo Capital Partners
Colorado
$735K -$256K -1,966 -26%
RW
272
Rede Wealth
Virginia
$725K +$92.8K +713 +15%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$703K +$124K +950 +21%
BWM
274
BerganKDV Wealth Management
Minnesota
$694K -$20.8K -160 -3%
APA
275
American Portfolios Advisors
New York
$691K -$16.3K -125 -2%
9 10
11
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