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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

534 hedge funds and large institutions have $8.28B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 173 increasing their positions, 197 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.45%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.79%
New
93
Increased
173
Reduced
197
Closed
86
Calls
$16.1M
Puts
$13.6M
Net Calls
+$2.54M
Net Calls Change
-$80.7M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$276M
2
TWM
Tanglewood Wealth Management
Texas
$116M
3
Jane Street
Jane Street
New York
$222M
4
Stifel Financial
Stifel Financial
Missouri
$225M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$201M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$319M
2
MAM
Meeder Asset Management
Ohio
$493K
3
KAM
Kensington Asset Management
Texas
$45M
4
AP
Advisors Preferred
Maryland
$44.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
301
Pitcairn
Pennsylvania
$737K -$75.2K -616 -9%
William Blair & Company
302
William Blair & Company
Illinois
$726K -$137K -1,126 -16%
KSWA
303
Kathleen S. Wright Associates
Pennsylvania
$725K +$18.7K +153 +3%
VCP
304
Verus Capital Partners
Arizona
$720K +$720K +6,051 New
BC
305
Burleson & Co
California
$705K -$3.06M -25,086 -81%
FFMBT
306
First Farmers & Merchants Bank Trust
Tennessee
$705K +$14.4K +118 +2%
Wolverine Trading
307
Wolverine Trading
Illinois
$684K +$420K +3,443 +159%
BA
308
Ballew Advisors
Mississippi
$676K -$89.4K -739 -12%
GIM
309
Goelzer Investment Management
Indiana
$667K +$477K +3,906 +251%
ACP
310
Aveo Capital Partners
Colorado
$653K -$18.1K -148 -3%
Members Trust
311
Members Trust
Florida
$653K -$15.9K -130 -2%
GSEP
312
Golden State Equity Partners
California
$637K +$637K +5,217 New
VA
313
Valmark Advisers
Ohio
$627K -$12K -98 -2%
EWM
314
Empirical Wealth Management
Washington
$600K -$62.4K -511 -9%
AC
315
Annandale Capital
Texas
$600K +$600K +4,920 New
SCM
316
Stonehearth Capital Management
Massachusetts
$599K +$599K +4,906 New
GPA
317
Guerra Pan Advisors
New Jersey
$593K – – –
ASN
318
Advisory Services Network
Georgia
$592K -$42.4K -348 -7%
CW
319
CreativeOne Wealth
Kansas
$591K +$66.6K +545 +13%
LWM
320
Lionsbridge Wealth Management
Florida
$587K -$10.9K -89 -2%
MIFH
321
Migdal Insurance & Financial Holdings
Israel
$581K -$31.6K -259 -5%
HFG
322
Heron Financial Group
New York
$576K +$11.6K +95 +2%
RB
323
Renasant Bank
Mississippi
$572K -$1.59K -13 -0.3%
WDC
324
Woodward Diversified Capital
California
$565K +$122 +1 +0%
IA
325
IFG Advisory
Georgia
$563K +$563K +4,613 New
11 12
13
14 15