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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
$1.45B
2
PCA
Personal Capital Advisors
California
$636M
3
PCP
Proficio Capital Partners
Massachusetts
$40.5M
4
FWM
FFT Wealth Management
Pennsylvania
$33.1M
5
MAM
Madison Asset Management
Wisconsin
$63.8M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$54.4B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12K
3
BlackRock
BlackRock
New York
$65.9M
4
MG
Mather Group
Illinois
$74.2M
5
HNB
Huntington National Bank
Ohio
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
326
Stephens Group Asset Management
Arkansas
$417K – – –
UCFA
327
United Capital Financial Advisors
Texas
$414K +$14K +108 +4%
SPAS
328
Spectrum Planning & Advisory Services
California
$413K -$14.3K -110 -3%
NAG
329
Northstar Advisory Group
New Jersey
$413K +$413K +3,170 New
TSS
330
Two Sigma Securities
New York
$406K -$40.6K -312 -9%
LJAC
331
L.J. Altfest & Co
New York
$403K -$46K -353 -10%
NC
332
NinePointTwo Capital
California
$400K – – –
FHA
333
First Horizon Advisors
Tennessee
$386K +$384K +2,949 +16,383%
TA
334
TFG Advisers
Michigan
$379K -$16.8K -129 -4%
EIA
335
Eldridge Investment Advisors
New Hampshire
$377K -$2.52M -19,377 -87%
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$376K +$25.5K +196 +7%
NCM
337
Novare Capital Management
North Carolina
$374K – – –
TI
338
tru Independence
Oregon
$370K +$370K +2,842 New
HCM
339
Hudson Capital Management
New Jersey
$367K – – –
AF
340
Allworth Financial
California
$365K -$145K -1,113 -28%
VC
341
Vicus Capital
Pennsylvania
$365K -$16.3K -125 -4%
DIM
342
Delta Investment Management
California
$362K -$110K -849 -23%
HH
343
Hilltop Holdings
Texas
$360K -$63.8K -491 -15%
PCM
344
Prelude Capital Management
New York
$360K +$360K +2,765 New
GAG
345
GM Advisory Group
New York
$358K – – –
SWPG
346
Strategic Wealth Partners Group
Illinois
$344K +$344K +2,643 New
IFG
347
Investors Financial Group
Minnesota
$341K +$40.7K +312 +14%
BRWM
348
B. Riley Wealth Management
Tennessee
$333K +$333K +2,557 New
FC
349
Financial Consulate
Maryland
$331K -$8.99K -69 -3%
SP
350
Successful Portfolios
Florida
$324K -$912 -7 -0.3%
12 13
14
15 16