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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 %
BS
326
Banco Santander
Spain
$501K – – –
EWA
327
ERTS Wealth Advisors
Michigan
$494K -$34.6K -260 -7%
IA
328
IFS Advisors
Kansas
$486K +$486K +3,658 New
IAS
329
IMA Advisory Services
Colorado
$485K +$99.7K +750 +26%
CCM
330
Ciovacco Capital Management
Georgia
$481K +$481K +3,620 New
TSS
331
Two Sigma Securities
New York
$479K +$479K +3,604 New
SWPG
332
Strategic Wealth Partners Group
Illinois
$473K -$19.3K -145 -4%
RA
333
Rational Advisors
New York
$461K -$1.06M -7,972 -70%
SPAS
334
Spectrum Planning & Advisory Services
California
$457K +$457K +3,436 New
B
335
Bellecapital
Switzerland
$448K +$35.5K +267 +9%
WP
336
WealthSource Partners
California
$442K +$162K +1,222 +58%
NC
337
NinePointTwo Capital
California
$439K +$439K +3,300 New
IIM
338
InTrack Investment Management
Vermont
$435K +$435K +3,272 New
VC
339
Vicus Capital
Pennsylvania
$432K +$2K +15 +0.5%
WIC
340
Whitegate Investment Counselors
New Hampshire
$429K +$799 +6 +0.2%
SGAM
341
Stephens Group Asset Management
Arkansas
$426K – – –
TNBTD
342
Trustmark National Bank Trust Department
Mississippi
$424K +$27.2K +205 +7%
TA
343
TFG Advisers
Michigan
$423K +$5.84K +44 +1%
DJSG
344
D.J. St. Germain
Massachusetts
$420K +$108K +815 +35%
BFG
345
Beacon Financial Group
Texas
$417K +$47.3K +548 +13%
SFS
346
Sowell Financial Services
Arkansas
$413K -$1.2M -9,040 -74%
CAMG
347
CWA Asset Management Group
Florida
$396K -$51.2K -385 -11%
HCM
348
Hudson Capital Management
New Jersey
$395K -$20K -150 -5%
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$394K +$132K +991 +50%
ATC
350
Argent Trust Co
Tennessee
$387K – – –
12 13
14
15 16