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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

508 hedge funds and large institutions have $9.19B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 185 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
–
Holders Change %
0%
% of All Funds
8.95%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.83%
New
70
Increased
181
Reduced
185
Closed
67
Calls
$24.9M
Puts
$127M
Net Calls
-$102M
Net Calls Change
+$8.02M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.82B
2
Citigroup
Citigroup
New York
$86.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$153M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$65M
5
PCA
Personal Capital Advisors
California
$536M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Creative Planning
Creative Planning
Kansas
$527M
3
UBS Group
UBS Group
Switzerland
$147M
4
HNB
Huntington National Bank
Ohio
$36.8M
5
Financial Engines Advisors
Financial Engines Advisors
California
$673M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
276
Prospera Financial Services
Texas
$756K -$943K -7,264 -56%
BOTW
277
Bank of the West
California
$745K +$35.3K +272 +5%
MIFH
278
Migdal Insurance & Financial Holdings
Israel
$741K -$270K -2,076 -27%
AP
279
Advisor Partners
California
$729K +$729K +5,614 New
DJYG
280
David J. Yvars Group
Florida
$723K -$89.7K -690 -11%
LWM
281
Lionsbridge Wealth Management
Florida
$712K +$8.82K +68 +1%
CC
282
Cedar Capital
Illinois
$712K +$712K +5,481 New
APA
283
American Portfolios Advisors
New York
$711K -$2.77M -21,321 -80%
RPCA
284
Running Point Capital Advisors
California
$708K – – –
BWM
285
BerganKDV Wealth Management
Minnesota
$697K -$9.22K -71 -1%
HFG
286
Heron Financial Group
New York
$687K -$42.3K -326 -6%
CC
287
Cadinha & Co
Hawaii
$682K +$67.3K +518 +11%
CFA
288
Carroll Financial Associates
North Carolina
$671K -$473K -3,644 -41%
VA
289
Valmark Advisers
Ohio
$670K +$16.7K +129 +3%
FT
290
Fiduciary Trust
Massachusetts
$667K +$125K +960 +23%
BAM
291
Belpointe Asset Management
Nevada
$666K -$204K -1,574 -23%
SAS
292
Sanford Advisory Services
Michigan
$664K – – –
MSFS
293
Main Street Financial Solutions
Pennsylvania
$662K +$662K +5,098 New
EWM
294
Empirical Wealth Management
Washington
$651K -$175K -1,344 -21%
PAS
295
Park Avenue Securities
New York
$633K +$331K +2,549 +110%
CFAM
296
Center For Asset Management
Florida
$627K -$13.4K -103 -2%
FBB
297
Fulton Breakefield Broenniman
Maryland
$619K +$52K +400 +9%
VCP
298
Vista Capital Partners
Oregon
$609K -$56.5K -435 -8%
IA
299
Inspire Advisors
Idaho
$600K -$367K -2,824 -38%
EIA
300
Eldridge Investment Advisors
New Hampshire
$597K +$597K +4,600 New
10 11
12
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