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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

508 hedge funds and large institutions have $9.19B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 185 reducing their positions, and 67 closing their positions.

Holders
508
Holders Change
–
Holders Change %
0%
% of All Funds
8.95%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.83%
New
70
Increased
181
Reduced
185
Closed
67
Calls
$24.9M
Puts
$127M
Net Calls
-$102M
Net Calls Change
+$8.02M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.82B
2
Citigroup
2
Citigroup
New York
$86.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$153M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$65M
5
PCA
5
Personal Capital Advisors
California
$536M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Creative Planning
2
Creative Planning
Kansas
$527M
3
UBS Group
3
UBS Group
Switzerland
$147M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$673M
5
SWA
5
SFMG Wealth Advisors
Texas
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
376
Comerica Bank
Texas
$271K 2,080 -3 -0.1%
WWM
377
Western Wealth Management
Colorado
$270K 2,077 +30 +1%
PFO
378
Pathstone Family Office
New Jersey
$268K 2,060 +2,060 New
DZ Bank
379
DZ Bank
Germany
$267K 2,063 -238 -10%
NFP
380
Narus Financial Partners
Utah
$264K 2,030 +2,030 New
OIA
381
OneDigital Investment Advisors
Kansas
$260K 2,000 -131 -6%
HCC
382
Hirtle Callaghan & Co
Pennsylvania
– – – –
HI
383
Harbour Investments
Wisconsin
$258K 1,986 +1,986 New
EDRH
384
Edmond de Rothschild Holding
Switzerland
$256K 1,973 +1,973 New
FFS
385
Founders Financial Securities
Maryland
$252K 1,940 -4 -0.2%
MOS
386
MGO One Seven
Ohio
$252K 1,944 +430 +28%
AA
387
Advisory Alpha
Michigan
$252K 1,941 +1,941 New
PAM
388
Peak Asset Management
Colorado
$250K 1,925 – –
HAS
389
HBW Advisory Services
California
$249K 1,914 +318 +20%
IA
390
IFP Advisors
Florida
$242K 1,854 +235 +15%
CWM
391
Cornerstone Wealth Management
Missouri
$241K 1,858 -99 -5%
MAA
392
Matrix Asset Advisors
New York
$236K 1,820 +35 +2%
HSA
393
HBK Sorce Advisory
Pennsylvania
$233K 1,791 +1,791 New
FPS
394
Fieldpoint Private Securities
Connecticut
$230K 1,773 -3,390 -66%
NG
395
NWK Group
California
$230K 1,774 +68 +4%
PJSIMP
396
P.J. Schmidt Investment Management (PJS)
Wisconsin
$229K 1,754 +1,754 New
GPA
397
Garrison Point Advisors
California
$227K 1,747 +20 +1%
OPOWM
398
One Plus One Wealth Management
Florida
$227K 1,744 +1,744 New
PCP
399
Proficio Capital Partners
Massachusetts
$223K 1,715 +1,715 New
FAIM
400
Financial Advocates Investment Management
Washington
$222K 1,710 -310 -15%
14 15
16
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