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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 %
SIA
376
SeaBridge Investment Advisors
New Jersey
$298K – – –
RCA
377
Rowland Carmichael Advisors
Arizona
$294K +$292K +2,198 +15,700%
RWA
378
Redhawk Wealth Advisors
Minnesota
$286K – – –
SCM
379
Spreng Capital Management
Ohio
$285K -$26.6K -200 -9%
MFM
380
Mirsky Financial Management
New York
$285K +$10.4K +78 +4%
CF
381
Centaurus Financial
California
$284K -$16.4K -123 -5%
OIA
382
OneDigital Investment Advisors
Kansas
$283K +$42.9K +323 +18%
LWP
383
Lumature Wealth Partners
Georgia
$278K +$278K +2,091 New
Comerica Bank
384
Comerica Bank
Texas
$276K -$18.6K -140 -6%
Lido Advisors
385
Lido Advisors
California
$276K +$5.31K +40 +2%
NWM
386
Northwest Wealth Management
Iowa
$276K +$16.4K +123 +6%
WWM
387
Western Wealth Management
Colorado
$272K -$255K -1,922 -48%
JFG
388
JMG Financial Group
Illinois
$270K – – –
HCC
389
Hirtle Callaghan & Co
Pennsylvania
$264K -$265K – –
CWM
390
Cornerstone Wealth Management
Missouri
$260K +$266 +2 +0.1%
CCFM
391
Clear Creek Financial Management
Washington
$259K -$4.57M -34,391 -95%
AWA
392
ARS Wealth Advisors
Florida
$259K +$266 +2 +0.1%
FFS
393
Founders Financial Securities
Maryland
$259K +$259K +1,944 New
FAIM
394
Financial Advocates Investment Management
Washington
$258K -$158K -1,234 -38%
PAM
395
Peak Asset Management
Colorado
$256K – – –
DIA
396
Dana Investment Advisors
Wisconsin
$251K +$21.9K +165 +10%
NAM
397
NTV Asset Management
West Virginia
$239K +$239K +1,800 New
MAA
398
Matrix Asset Advisors
New York
$237K – – –
CA
399
Calton & Associates
Florida
$232K -$66.5K -500 -22%
GPA
400
Garrison Point Advisors
California
$230K +$2.66K +20 +1%
14 15
16
17 18