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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 %
WAM
351
WNY Asset Management
New York
$381K +$381K +2,848 New
EWM
352
Evercore Wealth Management
New York
$380K – – –
DIP
353
DT Investment Partners
Pennsylvania
$371K +$14.5K +109 +4%
HH
354
Hilltop Holdings
Texas
$367K -$52.5K -394 -13%
ST
355
Spinnaker Trust
Maine
$366K -$1.31M -9,852 -78%
FC
356
Financial Consulate
Maryland
$362K +$25.6K +193 +8%
WTC
357
WhitTier Trust Company
Nevada
$354K +$11.4K +86 +3%
IWS
358
Insight Wealth Strategies
California
$349K -$560K -4,211 -62%
DADC
359
D.A. Davidson & Co
Montana
$348K -$38.5K -289 -10%
PCIG
360
Partners Capital Investment Group
Massachusetts
$346K – – –
Fisher Asset Management
361
Fisher Asset Management
Washington
$345K +$345K +2,594 New
CIAS
362
Capital Investment Advisory Services
North Carolina
$342K +$122K +917 +55%
WDC
363
Woodward Diversified Capital
California
$338K +$338K +2,539 New
BPB
364
Badgley, Phelps & Bell
Washington
$337K -$190K -1,430 -36%
IFG
365
Investors Financial Group
Minnesota
$333K +$15K +113 +5%
SP
366
Successful Portfolios
Florida
$332K – – –
First Trust Advisors
367
First Trust Advisors
Illinois
$332K +$106K +800 +47%
BPCA
368
Bank Pictet & Cie (Asia)
Singapore
$330K – – –
RCAG
369
Rehmann Capital Advisory Group
Michigan
$324K -$31.7K -238 -9%
BHWM
370
Bar Harbor Wealth Management
New Hampshire
$324K +$2.39K +18 +0.7%
MWM
371
Midwest Wealth Management
Indiana
$314K +$314K +2,358 New
PAS
372
Park Avenue Securities
New York
$309K +$309K +2,322 New
DZ Bank
373
DZ Bank
Germany
$305K -$133 -1 -0%
MFA
374
Mayflower Financial Advisors
Massachusetts
$303K +$303K +2,278 New
GIM
375
Goelzer Investment Management
Indiana
$301K -$7.17K -54 -2%
13 14
15
16 17