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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

508 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+36
Holders Change %
+7.63%
% of All Funds
9.01%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.82%
New
93
Increased
183
Reduced
168
Closed
48
Calls
$44.8M
Puts
$155M
Net Calls
-$110M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.58B
2
EVM
Eaton Vance Management
Massachusetts
$72M
3
Jane Street
Jane Street
New York
$61M
4
PCA
Personal Capital Advisors
California
$486M
5
CFIA
Cantor Fitzgerald Investment Advisors
New York
$21.6M

Top Sellers

1
JHCM
Juniper Hill Capital Management
California
$40M
2
SCM
SCS Capital Management
Massachusetts
$502M
3
FIM
Freedom Investment Management
Connecticut
$0
4
PWAG
Polaris Wealth Advisory Group
California
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
276
Wedbush Securities
California
$874K -$762K -5,732 -47%
EWM
277
Empirical Wealth Management
Washington
$845K +$48.7K +366 +6%
DJYG
278
David J. Yvars Group
Florida
$831K +$831K +6,253 New
HS
279
Horan Securities
United States
$821K +$225K +1,694 +38%
SCA
280
Spearhead Capital Advisors
Florida
$803K +$108K +816 +16%
HPC
281
HM Payson & Co
Maine
$798K – – –
IWM
282
IHT Wealth Management
Illinois
$794K +$21.8K +164 +3%
CIA
283
Compass Ion Advisors
Pennsylvania
$783K -$41.5K -312 -5%
PA
284
PFG Advisors
Arizona
$778K +$401K +3,018 +107%
AWA
285
Arete Wealth Advisors
Illinois
$769K -$43K -323 -5%
IWC
286
Integrated Wealth Concepts
Massachusetts
$760K -$99.8K -751 -12%
HFG
287
Heron Financial Group
New York
$744K -$56.2K -424 -7%
TCWM
288
Total Clarity Wealth Management
Illinois
$736K +$5.19K +39 +0.7%
BOTW
289
Bank of the West
California
$727K +$269K +2,020 +59%
RPCA
290
Running Point Capital Advisors
California
$724K +$724K +5,447 New
BWM
291
BerganKDV Wealth Management
Minnesota
$723K -$27.1K -204 -4%
LWM
292
Lionsbridge Wealth Management
Florida
$720K -$55.7K -419 -7%
ACP
293
Aveo Capital Partners
Colorado
$717K -$9.44K -71 -1%
SWP
294
Summit Wealth Partners
Florida
$707K -$1.65M -12,435 -70%
PA
295
Parallel Advisors
California
$704K +$66.5K +500 +10%
BP
296
Ballentine Partners
Massachusetts
$700K -$557K -4,187 -44%
BWA
297
BDO Wealth Advisors
Florida
$690K -$9.71K -73 -1%
FPS
298
Fieldpoint Private Securities
Connecticut
$687K – – –
VCP
299
Vista Capital Partners
Oregon
$681K -$29.5K -222 -4%
SAS
300
Sanford Advisory Services
Michigan
$680K +$680K +5,115 New
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