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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 %
NCM
301
Novare Capital Management
North Carolina
$679K – – –
RT
302
Rockland Trust
Massachusetts
$671K +$10.2K +77 +2%
VA
303
Valmark Advisers
Ohio
$669K +$20.9K +157 +3%
CFAM
304
Center For Asset Management
Florida
$655K +$655K +4,929 New
BCA
305
Bay Colony Advisors
Massachusetts
$650K -$170K -1,276 -21%
Fidelity Investments
306
Fidelity Investments
Massachusetts
$639K +$172K +1,294 +37%
CC
307
Cadinha & Co
Hawaii
$629K +$120K +905 +24%
MIH
308
Meitav Investment House
Israel
$629K +$265K +1,998 +73%
TIM
309
Tortoise Investment Management
New York
$620K -$6.52K -49 -1%
Members Trust
310
Members Trust
Florida
$599K -$8.11K -61 -1%
CG
311
Colony Group
Massachusetts
$592K -$10.6K -80 -2%
FBB
312
Fulton Breakefield Broenniman
Maryland
$580K -$71.1K -535 -11%
LWM
313
Laidlaw Wealth Management
New York
$575K +$130K +977 +29%
PBT
314
Pictet Bank & Trust
Bahamas
$574K -$106K -800 -16%
LJAC
315
L.J. Altfest & Co
New York
$570K -$44.8K -337 -7%
SWP
316
Stratos Wealth Partners
Ohio
$567K +$55.6K +418 +11%
RB
317
Renasant Bank
Mississippi
$562K +$562K +4,228 New
GG
318
GenWealth Group
New Jersey
$559K -$37.8K -284 -6%
FT
319
Fiduciary Trust
Massachusetts
$555K -$92.1K -693 -14%
AF
320
Allworth Financial
California
$546K -$2.13K -16 -0.4%
WCG
321
Weaver Consulting Group
California
$542K -$210K -1,582 -28%
FCA
322
FLC Capital Advisors
California
$535K -$66.5K -500 -11%
AIP
323
Ameritas Investment Partners
Nebraska
$530K +$930 +7 +0.2%
CW
324
CreativeOne Wealth
Kansas
$524K -$111K -833 -17%
GAG
325
GM Advisory Group
New York
$520K -$758K -5,700 -59%
11 12
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