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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

534 hedge funds and large institutions have $8.28B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 173 increasing their positions, 197 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.45%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.79%
New
93
Increased
173
Reduced
197
Closed
86
Calls
$16.1M
Puts
$13.6M
Net Calls
+$2.54M
Net Calls Change
-$80.7M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$276M
2
TWM
Tanglewood Wealth Management
Texas
$116M
3
Jane Street
Jane Street
New York
$222M
4
Stifel Financial
Stifel Financial
Missouri
$225M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$201M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$319M
2
MAM
Meeder Asset Management
Ohio
$493K
3
KAM
Kensington Asset Management
Texas
$45M
4
AP
Advisors Preferred
Maryland
$44.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
351
Blueprint Investment Partners
North Carolina
$437K -$26.5K -217 -6%
WSFS
352
Wilmington Savings Fund Society
Delaware
$421K +$4.76K +39 +1%
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$417K -$1.71K -14 -0.4%
SS
354
Simplicity Solutions
Minnesota
$416K +$416K +3,406 New
NLG
355
New Legacy Group
New York
$415K – – –
SPAS
356
Spectrum Planning & Advisory Services
California
$407K +$3.66K +30 +0.9%
Luther King Capital Management (LKCM)
357
Luther King Capital Management (LKCM)
Texas
$403K -$425K – –
ABC
358
Associated Banc-Corp
Wisconsin
$398K +$398K +3,257 New
IC
359
IEQ Capital
California
$396K +$396K +3,244 New
II
360
Inspire Investing
Idaho
$395K +$190K +1,560 +93%
PFG
361
PAX Financial Group
Texas
$395K +$190K +1,560 +93%
ATPW
362
Ashton Thomas Private Wealth
Arizona
$395K +$10.7K +88 +3%
SGAM
363
Stephens Group Asset Management
Arkansas
$391K – – –
SG
364
Strid Group
Pennsylvania
$383K +$383K +3,138 New
SAS
365
Sanford Advisory Services
Michigan
$382K – – –
IIM
366
InTrack Investment Management
Vermont
$380K -$19.5K -160 -5%
NC
367
NinePointTwo Capital
California
$375K – – –
CS
368
Credit Suisse
Switzerland
$373K -$122K -1,001 -25%
CCM
369
Ciovacco Capital Management
Georgia
$368K -$62.5K -513 -15%
H
370
HoyleCohen
California
$368K +$368K +3,016 New
SAA
371
Southeast Asset Advisors
Georgia
$361K +$168K +1,375 +87%
SEA
372
Stegent Equity Advisors
Texas
$353K – – –
CAWM
373
Capital Advisors Wealth Management
Washington
$351K -$6.84K -56 -2%
RJT
374
Raymond James Trust
Florida
$349K -$702K -5,750 -67%
TA
375
TFG Advisers
Michigan
$343K -$8.05K -66 -2%
13 14
15
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