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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

495 hedge funds and large institutions have $63.4B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+8
Holders Change %
+1.64%
% of All Funds
8.69%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.76%
New
58
Increased
183
Reduced
172
Closed
42
Calls
$145M
Puts
$2.9M
Net Calls
+$142M
Net Calls Change
+$60.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$240M
2
PCA
Personal Capital Advisors
California
+$44.8M
3
PCP
Proficio Capital Partners
Massachusetts
+$40.3M
4
FWM
FFT Wealth Management
Pennsylvania
+$33.1M
5
MAM
Madison Asset Management
Wisconsin
+$29.6M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$50.4B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$75.3M
3
BlackRock
BlackRock
New York
-$66.9M
4
MG
Mather Group
Illinois
-$46.6M
5
HNB
Huntington National Bank
Ohio
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCP
276
Twin Focus Capital Partners
Massachusetts
$678K +$678K +5,208 New
EB
277
Eastern Bank
Massachusetts
$677K -$110K -848 -14%
ASN
278
Advisory Services Network
Georgia
$677K +$163K +1,256 +32%
EH
279
Equitable Holdings
New York
$662K -$83.4K -641 -11%
MIFH
280
Migdal Insurance & Financial Holdings
Israel
$662K -$11.8K -91 -2%
Goldman Sachs
281
Goldman Sachs
New York
$661K -$3.52M -27,060 -84%
EWM
282
Empirical Wealth Management
Washington
$653K -$11.6K -89 -2%
LWM
283
Lionsbridge Wealth Management
Florida
$653K +$651 +5 +0.1%
IA
284
Inspire Advisors
Idaho
$653K +$49K +376 +8%
Members Trust
285
Members Trust
Florida
$648K -$44.6K -343 -6%
NFG
286
Next Financial Group
Texas
$645K -$259K -1,989 -29%
Baird Financial Group
287
Baird Financial Group
Wisconsin
$642K +$11.6K +89 +2%
TW
288
Transform Wealth
Colorado
$642K +$642K +4,930 New
SCM
289
SevenOneSeven Capital Management
Pennsylvania
$631K +$17.7K +136 +3%
AIM
290
Astor Investment Management
Illinois
$618K -$825K -6,342 -57%
VCP
291
Vista Capital Partners
Oregon
$617K -$911 -7 -0.1%
RB
292
Renasant Bank
Mississippi
$605K -$6.91K -53 -1%
HFG
293
Heron Financial Group
New York
$602K – – –
SAS
294
Sanford Advisory Services
Michigan
$601K -$64.4K -495 -10%
FBB
295
Fulton Breakefield Broenniman
Maryland
$585K -$52.7K -405 -8%
IAN
296
Integrated Advisors Network
Texas
$585K +$54K +415 +10%
TIM
297
Tortoise Investment Management
New York
$579K -$5.2K -40 -0.9%
Citigroup
298
Citigroup
New York
$577K -$1.55M -11,921 -73%
IAS
299
IMA Advisory Services
Colorado
$574K – – –
VA
300
Valmark Advisers
Ohio
$571K -$13.4K -103 -2%
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