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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

472 hedge funds and large institutions have $8.59B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 211 increasing their positions, 148 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-18
Holders Change %
-3.67%
% of All Funds
9.55%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.99%
New
46
Increased
211
Reduced
148
Closed
60
Calls
$48.9M
Puts
$172M
Net Calls
-$123M
Net Calls Change
-$51K

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$601M
2
JHCM
Juniper Hill Capital Management
California
$169M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$44.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
$717M
5
PWAG
Polaris Wealth Advisory Group
California
$55.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.12B
2
PAG
Pinnacle Advisory Group
Maryland
$1.24M
3
Mariner
Mariner
Kansas
$0
4
Jane Street
Jane Street
New York
$0
5
AssetMark Inc
AssetMark Inc
California
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Parallel Advisors
California
$641K +$189K +1,412 +42%
CW
302
CreativeOne Wealth
Kansas
$637K +$105K +783 +20%
BPC
303
Banque Pictet & Cie
Switzerland
$629K -$210K -1,568 -25%
TIM
304
Tortoise Investment Management
New York
$629K -$24K -180 -4%
CWA
305
Clarus Wealth Advisors
Arizona
$629K +$150K +1,128 +31%
LJAC
306
L.J. Altfest & Co
New York
$618K -$626K -4,686 -50%
Members Trust
307
Members Trust
Florida
$610K -$25.2K -189 -4%
CG
308
Colony Group
Massachusetts
$606K -$8.02K -60 -1%
FCA
309
FLC Capital Advisors
California
$602K – – –
HS
310
Horan Securities
United States
$598K +$506K +3,792 +552%
GG
311
GenWealth Group
New Jersey
$597K -$5.33M -40,070 -90%
AF
312
Allworth Financial
California
$551K +$18.8K +141 +4%
WI
313
Wintrust Investments
Illinois
$549K +$79.9K +598 +17%
DIM
314
Delta Investment Management
California
$539K -$3.98M -29,875 -88%
AIP
315
Ameritas Investment Partners
Nebraska
$532K +$2.94K +22 +0.6%
EWA
316
ERTS Wealth Advisors
Michigan
$531K +$51.7K +387 +11%
BPB
317
Badgley, Phelps & Bell
Washington
$530K -$17.9M -133,547 -97%
WWM
318
Western Wealth Management
Colorado
$530K -$39.5K -296 -7%
SG Americas Securities
319
SG Americas Securities
New York
$522K -$1.67M -12,486 -76%
SWP
320
Stratos Wealth Partners
Ohio
$514K +$199K +1,485 +63%
CC
321
Cadinha & Co
Hawaii
$511K +$511K +3,827 New
BS
322
Banco Santander
Spain
$504K – – –
SWPG
323
Strategic Wealth Partners Group
Illinois
$495K -$273K -2,045 -36%
WWM
324
Windsor Wealth Management
Indiana
$482K +$482K +3,620 New
Fidelity Investments
325
Fidelity Investments
Massachusetts
$469K -$404K -3,021 -46%
11 12
13
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