IEI icon

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 %
IA
301
IFG Advisors
Missouri
$567K +$58.9K +452 +12%
CF
302
Centaurus Financial
California
$566K +$198K +1,524 +54%
BFG
303
Beacon Financial Group
Texas
$541K – – –
MIH
304
Meitav Investment House
Israel
$537K -$80.3K -618 -13%
FCA
305
FLC Capital Advisors
California
$536K – – –
RWA
306
Redhawk Wealth Advisors
Minnesota
$527K +$90.8K +697 +21%
GIA
307
Gladstone Institutional Advisory
Florida
$516K -$124K -953 -19%
BCA
308
Bay Colony Advisors
Massachusetts
$507K -$275K -2,110 -35%
CW
309
CreativeOne Wealth
Kansas
$503K -$6.02K -48 -1%
VPIM
310
Vanguard Personalized Indexing Management
California
$483K +$483K +3,710 New
TCM
311
Triumph Capital Management
Colorado
$483K +$483K +3,713 New
DADC
312
D.A. Davidson & Co
Montana
$476K +$53.4K +410 +13%
AP
313
Advisor Partners
California
$473K -$257K -1,976 -35%
PA
314
Parallel Advisors
California
$472K +$109K +839 +30%
WTC
315
WhitTier Trust Company
Nevada
$460K +$104K +795 +29%
CCM
316
Ciovacco Capital Management
Georgia
$459K -$8.08K -62 -2%
BAM
317
Belpointe Asset Management
Nevada
$450K -$190K -1,462 -30%
PIA
318
Pinion Investment Advisors
Kansas
$449K +$449K +3,452 New
WIC
319
Whitegate Investment Counselors
New Hampshire
$442K -$99K -760 -18%
SWP
320
Summit Wealth Partners
Florida
$438K -$26.6K -204 -6%
ATC
321
Argent Trust Co
Tennessee
$436K -$16.5K -127 -4%
LNC
322
Lincoln National Corp
Pennsylvania
$430K -$5.64M -43,299 -93%
WDC
323
Woodward Diversified Capital
California
$430K -$83.3K -639 -16%
CAWM
324
Capital Advisors Wealth Management
Washington
$424K -$115K -886 -21%
IIM
325
InTrack Investment Management
Vermont
$422K – – –
11 12
13
14 15