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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

508 hedge funds and large institutions have $9.19B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 185 reducing their positions, and 67 closing their positions.

Holders
508
Holders Change
–
Holders Change %
0%
% of All Funds
8.95%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.83%
New
70
Increased
181
Reduced
185
Closed
67
Calls
$24.9M
Puts
$127M
Net Calls
-$102M
Net Calls Change
+$8.02M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.82B
2
Citigroup
2
Citigroup
New York
$86.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$153M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$65M
5
PCA
5
Personal Capital Advisors
California
$536M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Creative Planning
2
Creative Planning
Kansas
$527M
3
UBS Group
3
UBS Group
Switzerland
$147M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$673M
5
SWA
5
SFMG Wealth Advisors
Texas
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
I
326
INVST
Indiana
$455K 3,485 -5,975 -63%
LJAC
327
L.J. Altfest & Co
New York
$448K 3,448 -839 -20%
ATC
328
Argent Trust Co
Tennessee
$435K 3,350 +441 +15%
SPAS
329
Spectrum Planning & Advisory Services
California
$431K 3,322 -114 -3%
DJSG
330
D.J. St. Germain
Massachusetts
$431K 3,320 +160 +5%
IIM
331
InTrack Investment Management
Vermont
$425K 3,272 – –
SWPG
332
Strategic Wealth Partners Group
Illinois
$423K 3,263 -294 -8%
BFG
333
Beacon Financial Group
Texas
$417K 4,833 – –
SGAM
334
Stephens Group Asset Management
Arkansas
$417K 3,207 – –
SS
335
Simplicity Solutions
Minnesota
$411K 3,163 -118,498 -97%
LWP
336
Lumature Wealth Partners
Georgia
$411K 3,164 +1,073 +51%
TA
337
TFG Advisers
Michigan
$410K 3,156 -29 -0.9%
VC
338
Vicus Capital
Pennsylvania
$401K 3,089 -158 -5%
TI
339
tru Independence
Oregon
$401K 3,091 +3,091 New
NC
340
NinePointTwo Capital
California
$399K 3,073 -227 -7%
CAMG
341
CWA Asset Management Group
Florida
$396K 3,046 +70 +2%
HCM
342
Hudson Capital Management
New Jersey
$386K 2,969 – –
ED
343
Exane Derivatives
France
$386K 2,971 +2,971 New
IA
344
IFS Advisors
Kansas
$380K 2,931 -727 -20%
FC
345
Financial Consulate
Maryland
$380K 2,922 +197 +7%
SAS
346
Stelac Advisory Services
New York
$378K 2,908 -6,428 -69%
HH
347
Hilltop Holdings
Texas
$377K 2,906 +150 +5%
GLA
348
Good Life Advisors
Pennsylvania
$377K 2,896 +2,896 New
EWM
349
Evercore Wealth Management
New York
$372K 2,867 +8 +0.3%
SPIA
350
Steward Partners Investment Advisory
New York
$361K 2,782 +1,128 +68%
12 13
14
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