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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 %
AT
301
American Trust
Kentucky
$760K +$6.57K +55 +0.9%
MIFH
302
Migdal Insurance & Financial Holdings
Israel
$752K +$184K +1,541 +32%
PFG
303
PAX Financial Group
Texas
$739K +$353K +2,957 +91%
RT
304
Rockland Trust
Massachusetts
$737K -$358 -3 -0%
II
305
Inspire Investing
Idaho
$737K +$351K +2,941 +91%
P
306
Pitcairn
Pennsylvania
$720K – – –
KSWA
307
Kathleen S. Wright Associates
Pennsylvania
$719K +$10.1K +85 +1%
CW
308
CreativeOne Wealth
Kansas
$712K +$135K +1,128 +23%
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$707K +$482K +4,035 +214%
CIBC World Market
310
CIBC World Market
Ontario, Canada
$704K -$31.4K -263 -4%
BWM
311
BerganKDV Wealth Management
Minnesota
$701K -$67.9K -569 -9%
SC
312
Scotia Capital
Ontario, Canada
$691K -$225K -1,882 -25%
SAS
313
Sage Advisory Services
Texas
$667K +$667K +5,587 New
SRSA
314
S.R. Schill & Associates
Washington
$663K -$206K -1,722 -24%
HFG
315
Heron Financial Group
New York
$663K +$100K +840 +18%
EWA
316
EverSource Wealth Advisors
Alabama
$658K -$140K -1,175 -18%
CA
317
Clearstead Advisors
Ohio
$655K -$105K -883 -14%
SS
318
Simplicity Solutions
Minnesota
$655K +$248K +2,079 +61%
FFMBT
319
First Farmers & Merchants Bank Trust
Tennessee
$654K -$35.5K -297 -5%
FHA
320
First Horizon Advisors
Tennessee
$654K +$606K +5,085 +1,271%
Nomura Asset Management
321
Nomura Asset Management
Japan
$654K +$654K +10,500 New
AC
322
Annandale Capital
Texas
$653K +$65.7K +550 +11%
IFA
323
Interactive Financial Advisors
Illinois
$641K -$73.4K -614 -10%
Members Trust
324
Members Trust
Florida
$626K -$12.7K -106 -2%
BHWM
325
Bar Harbor Wealth Management
New Hampshire
$624K +$624K +5,229 New
11 12
13
14 15