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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

532 hedge funds and large institutions have $8.38B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.22%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.68%
New
99
Increased
177
Reduced
176
Closed
54
Calls
$91.8M
Puts
$8.62M
Net Calls
+$83.2M
Net Calls Change
-$58.5M

Top Buyers

1
AP
Advisors Preferred
Maryland
+$135M
2
MAM
Meeder Asset Management
Ohio
+$117M
3
Jane Street
Jane Street
New York
+$106M
4
WA
WestEnd Advisors
North Carolina
+$58.1M
5
Bank of America
Bank of America
North Carolina
+$48.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$942M
2
SCM
SCS Capital Management
Massachusetts
-$399M
3
AssetMark Inc
AssetMark Inc
California
-$57.8M
4
HNB
Huntington National Bank
Ohio
-$37.4M
5
MAM
Madison Asset Management
Wisconsin
-$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
351
HB Wealth Management
Georgia
$379K +$379K +2,945 New
CAWM
352
Capital Advisors Wealth Management
Washington
$377K -$42.3K -329 -10%
UCFA
353
United Capital Financial Advisors
Texas
$375K -$34.3K -267 -8%
PIA
354
Pinion Investment Advisors
Kansas
$372K -$71.7K -558 -16%
SEA
355
Stegent Equity Advisors
Texas
$372K +$372K +2,893 New
TA
356
TFG Advisers
Michigan
$370K -$4.12K -32 -1%
TI
357
tru Independence
Oregon
$367K +$902 +7 +0.2%
HCM
358
Hudson Capital Management
New Jersey
$363K – – –
CPFP
359
Clear Perspectives Financial Planning
Ohio
$362K -$598K -4,653 -62%
SWP
360
Summit Wealth Partners
Florida
$354K -$78.4K -609 -18%
GAG
361
GM Advisory Group
New York
$354K – – –
NCM
362
Novare Capital Management
North Carolina
$344K -$25.7K -200 -7%
GIA
363
Gladstone Institutional Advisory
Florida
$341K -$168K -1,308 -33%
SWPG
364
Strategic Wealth Partners Group
Illinois
$340K +$514 +4 +0.2%
BRWM
365
B. Riley Wealth Management
Tennessee
$340K +$11.3K +88 +3%
VCWA
366
Vanguard Capital Wealth Advisors
Colorado
$335K +$514 +4 +0.2%
B
367
Bellecapital
Switzerland
$332K +$33.3K +259 +11%
ED
368
Exane Derivatives
France
$330K +$177K +1,374 +115%
MCC
369
Money Concepts Capital
Florida
$329K +$329K +2,555 New
LWM
370
Laidlaw Wealth Management
New York
$328K +$328K +2,548 New
FC
371
Financial Consulate
Maryland
$327K – – –
TFCP
372
Twin Focus Capital Partners
Massachusetts
$323K -$348K -2,700 -52%
CAPTRUST Financial Advisors
373
CAPTRUST Financial Advisors
North Carolina
$321K -$51.2K -398 -14%
SP
374
Successful Portfolios
Florida
$320K – – –
CF
375
Centaurus Financial
California
$318K -$241K -1,876 -43%
13 14
15
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