IEI icon

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 %
P
251
Palladiem
Pennsylvania
$1.23M – – –
FTS
252
Fifth Third Securities
Ohio
$1.22M -$10.1M -78,562 -89%
SI
253
Stephens Inc
Arkansas
$1.22M -$47.2K -367 -4%
BPC
254
Banque Pictet & Cie
Switzerland
$1.21M – – –
FHA
255
First Horizon Advisors
Tennessee
$1.2M +$822K +6,395 +216%
OFG
256
OmniStar Financial Group
North Carolina
$1.18M +$45.5K +354 +4%
SIA
257
Strategic Investment Advisors
Michigan
$1.18M -$413K -3,211 -26%
PWM
258
Perigon Wealth Management
California
$1.17M +$12.5K +97 +1%
BF
259
BOK Financial
Oklahoma
$1.14M +$825K +6,415 +265%
RJT
260
Raymond James Trust
Florida
$1.11M +$20.1K +156 +2%
Cerity Partners
261
Cerity Partners
New York
$1.1M +$202K +1,571 +23%
IFS
262
Ifrah Financial Services
Arkansas
$1.05M +$13K +101 +1%
SC
263
Scotia Capital
Ontario, Canada
$987K +$643 +5 +0.1%
AP
264
Advisor Partners
California
$971K +$503K +3,907 +107%
EWA
265
EverSource Wealth Advisors
Alabama
$965K +$965K +7,497 New
CWM
266
Congress Wealth Management
Massachusetts
$959K +$959K +7,456 New
Deutsche Bank
267
Deutsche Bank
Germany
$945K -$620K -4,820 -40%
JWCA
268
J.W. Coons Advisors
Ohio
$939K +$35.3K +275 +4%
SRSA
269
S.R. Schill & Associates
Washington
$936K -$3.73K -29 -0.4%
PCM
270
Prelude Capital Management
New York
$913K +$557K +4,331 +157%
William Blair & Company
271
William Blair & Company
Illinois
$911K +$72.6K +564 +9%
CIBC World Market
272
CIBC World Market
Ontario, Canada
$905K -$18.9K -147 -2%
WA
273
Winfield Associates
Ohio
$899K – – –
CT
274
Cambridge Trust
Massachusetts
$894K – – –
SCM
275
SevenOneSeven Capital Management
Pennsylvania
$888K +$265K +2,056 +42%
9 10
11
12 13