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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 %
SIA
276
Strategic Investment Advisors
Michigan
$1M -$20.4K -171 -2%
NL
277
NEPC LLC
Massachusetts
$993K +$2.27K +19 +0.2%
BC
278
Burleson & Co
California
$961K +$271K +2,270 +39%
GIM
279
Goelzer Investment Management
Indiana
$941K +$289K +2,424 +44%
MA
280
Mutual Advisors
Nebraska
$936K -$88.1K -739 -9%
CDIA
281
Capital Directions Investment Advisors
Georgia
$926K +$918K +5,189 +12,067%
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$919K -$32.8M -274,972 -97%
ASN
283
Advisory Services Network
Georgia
$916K +$336K +2,818 +58%
CT
284
Cambridge Trust
Massachusetts
$895K -$485K -4,067 -35%
CS
285
Credit Suisse
Switzerland
$891K +$526K +4,411 +144%
RW
286
Rede Wealth
Virginia
$890K -$88.7K -743 -9%
WEPOG
287
Wealth Enhancement & Preservation of GA
Georgia
$886K +$886K +7,452 New
SCM
288
SevenOneSeven Capital Management
Pennsylvania
$858K +$23K +193 +3%
VWM
289
Valley Wealth Managers
New Jersey
$857K +$857K +7,185 New
CCM
290
Crabel Capital Management
California
$842K -$1.46M -12,225 -63%
DC
291
Davenport & Co
Virginia
$833K +$352K +2,948 +73%
WCFA
292
Walkner Condon Financial Advisors
Wisconsin
$810K -$124K -1,035 -13%
CWM
293
Cabot Wealth Management
Massachusetts
$810K +$64K +536 +9%
William Blair & Company
294
William Blair & Company
Illinois
$805K +$94.9K +795 +13%
ATC
295
Argent Trust Co
Tennessee
$786K -$25.2K -211 -3%
FCA
296
FLC Capital Advisors
California
$781K -$14.9K -125 -2%
VCP
297
Verus Capital Partners
Arizona
$781K +$57.3K +479 +8%
TI
298
Tidal Investments
Wisconsin
$778K +$778K +6,520 New
RWB
299
RMR Wealth Builders
New Jersey
$776K -$1.01M -8,500 -57%
DZ Bank
300
DZ Bank
Germany
$774K +$21K +175 +3%
10 11
12
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