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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
+$240M
2
PCA
Personal Capital Advisors
California
+$44.8M
3
PCP
Proficio Capital Partners
Massachusetts
+$40.3M
4
FWM
FFT Wealth Management
Pennsylvania
+$33.1M
5
MAM
Madison Asset Management
Wisconsin
+$29.6M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$50.4B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$75.3M
3
BlackRock
BlackRock
New York
-$66.9M
4
MG
Mather Group
Illinois
-$46.6M
5
HNB
Huntington National Bank
Ohio
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJYG
351
David J. Yvars Group
Florida
$318K -$407K -3,124 -56%
BF
352
BOK Financial
Oklahoma
$315K +$315K +2,418 New
SMFG
353
Sumitomo Mitsui Financial Group
Japan
$312K +$312K +2,398 New
FA
354
Flagstar Advisors
New York
$310K +$310K +2,383 New
IWM
355
IHT Wealth Management
Illinois
$309K -$508K -3,906 -62%
RCAG
356
Rehmann Capital Advisory Group
Michigan
$308K +$521 +4 +0.2%
RW
357
REDW Wealth
New Mexico
$308K – – –
CCWA
358
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$304K -$912K -7,010 -75%
AAS
359
Avantax Advisory Services
Texas
$304K +$304K +2,351 New
B
360
Bellecapital
Switzerland
$302K – – –
HI
361
Harbour Investments
Wisconsin
$286K +$103K +795 +57%
Simplex Trading
362
Simplex Trading
Illinois
$282K -$52.1K -400 -16%
SS
363
Simplicity Solutions
Minnesota
$282K -$10.8K -83 -4%
MFM
364
Mirsky Financial Management
New York
$279K +$260 +2 +0.1%
GIM
365
Goelzer Investment Management
Indiana
$276K +$55.6K +427 +25%
JFG
366
JMG Financial Group
Illinois
$275K – – –
MFA
367
Mayflower Financial Advisors
Massachusetts
$270K – – –
MA
368
MBA Advisors
Pennsylvania
$266K – – –
HCC
369
Hirtle Callaghan & Co
Pennsylvania
$258K -$259K – –
NG
370
NWK Group
California
$253K +$19.8K +152 +8%
SIM
371
Studio Investment Management
Illinois
$253K +$253K +1,945 New
DZ Bank
372
DZ Bank
Germany
$251K -$7.3K -56 -3%
PAM
373
Peak Asset Management
Colorado
$251K – – –
CG
374
Colony Group
Massachusetts
$250K -$91K -699 -27%
FNT
375
First National Trust
Pennsylvania
$250K +$26.4K +203 +12%
13 14
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