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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

534 hedge funds and large institutions have $8.28B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 173 increasing their positions, 197 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.45%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.79%
New
93
Increased
173
Reduced
197
Closed
86
Calls
$16.1M
Puts
$13.6M
Net Calls
+$2.54M
Net Calls Change
-$80.7M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$276M
2
TWM
Tanglewood Wealth Management
Texas
$116M
3
Jane Street
Jane Street
New York
$222M
4
Stifel Financial
Stifel Financial
Missouri
$225M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$201M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$319M
2
MAM
Meeder Asset Management
Ohio
$493K
3
KAM
Kensington Asset Management
Texas
$45M
4
AP
Advisors Preferred
Maryland
$44.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
251
Natixis Advisors
Massachusetts
$1.29M +$1.29M +10,556 New
SCA
252
Spearhead Capital Advisors
Florida
$1.28M +$1.28M +10,518 New
SI
253
Stephens Inc
Arkansas
$1.26M +$108K +883 +9%
TC
254
TAP Consulting
Missouri
$1.25M -$951K -7,793 -43%
BF
255
BOK Financial
Oklahoma
$1.24M +$163K +1,336 +15%
JWCA
256
J.W. Cole Advisors
Florida
$1.21M -$95.3K -781 -7%
BPC
257
Banque Pictet & Cie
Switzerland
$1.21M +$57K +467 +5%
AWM
258
Axxcess Wealth Management
California
$1.19M +$672K +5,508 +130%
AWM
259
Aries Wealth Management
Maine
$1.15M +$1.15M +9,390 New
OFG
260
Omega Financial Group
California
$1.15M +$1.15M +9,390 New
RVM
261
Robinson Value Management
Texas
$1.14M -$78.8K -646 -6%
Cerity Partners
262
Cerity Partners
New York
$1.11M +$69.7K +571 +7%
RCG
263
Regatta Capital Group
California
$1.1M -$287K -2,352 -21%
PPA
264
Parametric Portfolio Associates
Washington
$1.09M -$1.24M -10,172 -53%
PVH
265
Psagot Value Holdings
Israel
$1.09M -$516K -4,227 -32%
PWM
266
Perigon Wealth Management
California
$1.08M -$27K -221 -2%
MA
267
Mutual Advisors
Nebraska
$1.05M -$136K -1,113 -11%
SIA
268
Strategic Investment Advisors
Michigan
$1.05M -$68.4K -560 -6%
CAM
269
Cresset Asset Management
Illinois
$1.05M +$1.05M +8,583 New
NL
270
NEPC LLC
Massachusetts
$1.01M -$1.58M -12,947 -61%
SWP
271
ShoreHaven Wealth Partners
New Jersey
$1.01M -$3.64M -29,870 -78%
RW
272
Rede Wealth
Virginia
$1M +$323K +2,646 +48%
WCFA
273
Walkner Condon Financial Advisors
Wisconsin
$955K -$864K -7,075 -47%
PAG
274
Private Advisor Group
New Jersey
$954K +$182K +1,493 +24%
SC
275
Scotia Capital
Ontario, Canada
$936K -$244 -2 -0%
9 10
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