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

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$4.11M
2
Jane Street
2
Jane Street
New York
$22.1M
3
SCM
3
SCS Capital Management
Massachusetts
$20.4M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$473M
5
Creative Planning
5
Creative Planning
Kansas
$305M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
251
Natixis Advisors
Massachusetts
$1.32M +$55.5K +465 +4%
AI
252
AXS Investments
New York
$1.31M +$1.31M +11,000 New
PCIA
253
Prime Capital Investment Advisors
Kansas
$1.31M +$882K +7,388 +208%
OC
254
Oppenheimer & Co
New York
$1.28M +$1.28M +10,686 New
OFG
255
OmniStar Financial Group
North Carolina
$1.26M -$28.4K -238 -2%
SCA
256
Spearhead Capital Advisors
Florida
$1.26M +$3.1K +26 +0.2%
IFA
257
Index Fund Advisors
California
$1.23M -$103K -860 -8%
JWCA
258
J.W. Cole Advisors
Florida
$1.23M +$43.1K +361 +4%
BF
259
BOK Financial
Oklahoma
$1.22M +$9.19K +77 +0.8%
SWP
260
Stratos Wealth Partners
Ohio
$1.22M -$555K -4,650 -31%
TA
261
Tiedemann Advisors
New York
$1.22M +$1.22M +10,173 New
SPC
262
Sigma Planning Corp
Michigan
$1.18M -$210K -1,757 -15%
AWM
263
Axxcess Wealth Management
California
$1.18M +$10.6K +89 +0.9%
SYBT
264
Stock Yards Bank & Trust
Kentucky
$1.16M -$418K -3,500 -26%
VFA
265
Values First Advisors
Tennessee
$1.16M -$1.3M -10,916 -53%
UI
266
Unconventional Investor
New Hampshire
$1.16M -$175K -1,468 -13%
JWCA
267
J.W. Coons Advisors
Ohio
$1.15M +$275K +2,300 +31%
CA
268
Cetera Advisors
Colorado
$1.14M -$128K -1,075 -10%
RCG
269
Regatta Capital Group
California
$1.14M +$62.9K +527 +6%
OFG
270
Omega Financial Group
California
$1.12M – – –
IWC
271
Integrated Wealth Concepts
Massachusetts
$1.11M -$971K -8,136 -47%
BOTW
272
Bank of the West
California
$1.1M -$212K -1,780 -16%
Cerity Partners
273
Cerity Partners
New York
$1.1M +$7.88K +66 +0.7%
EWA
274
ERTS Wealth Advisors
Michigan
$1.09M +$319K +2,668 +41%
PVH
275
Psagot Value Holdings
Israel
$1.09M +$23.9K +200 +2%
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