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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

549 hedge funds and large institutions have $10.2B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 187 increasing their positions, 190 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+15
Holders Change %
+2.81%
% of All Funds
9.28%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.95%
New
87
Increased
187
Reduced
190
Closed
65
Calls
$135M
Puts
$38.5M
Net Calls
+$96.6M
Net Calls Change
+$94M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32B
2
CSIA
2
Charles Schwab Investment Advisory
California
$410M
3
Charles Schwab
3
Charles Schwab
California
$502M
4
Goldman Sachs
4
Goldman Sachs
New York
$215M
5
Bank of America
5
Bank of America
North Carolina
$517M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$4.11M
2
Jane Street
2
Jane Street
New York
$22.1M
3
SCM
3
SCS Capital Management
Massachusetts
$20.4M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$473M
5
Creative Planning
5
Creative Planning
Kansas
$305M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
376
Stephens Inc
Arkansas
$351K -$880K -7,384 -71%
AWE
377
Avidian Wealth Enterprises
Texas
$351K +$351K +2,943 New
CCM
378
Ciovacco Capital Management
Georgia
$350K -$10.1K -85 -3%
CST
379
Charles Schwab Trust
Nevada
$348K +$348K +2,914 New
SSWM
380
Smith Salley Wealth Management
North Carolina
$346K -$380K -3,185 -52%
HI
381
Harbour Investments
Wisconsin
$345K +$345K +2,889 New
Vontobel Holding
382
Vontobel Holding
Switzerland
$337K +$337K +2,820 New
DIP
383
DT Investment Partners
Pennsylvania
$334K +$956 +8 +0.3%
TI
384
tru Independence
Oregon
$333K +$7.05K +59 +2%
TCA
385
Transcend Capital Advisors
New Jersey
$329K +$329K +2,761 New
RWA
386
Redhawk Wealth Advisors
Minnesota
$325K +$358 +3 +0.1%
MA
387
MUFG Americas
New York
$319K – – –
AAS
388
Avantax Advisory Services
Texas
$317K -$5.38K -45 -2%
CA
389
Continuum Advisory
Idaho
$316K +$12.7K +106 +4%
MAG
390
Mayfair Advisory Group
Alabama
$311K +$311K +2,561 New
PTC
391
Private Trust Company
Ohio
$310K +$310K +2,601 New
ATPW
392
Ashton Thomas Private Wealth
Arizona
$306K -$80.2K -672 -21%
SCA
393
Snowden Capital Advisors
New York
$305K +$305K +2,559 New
NG
394
NWK Group
California
$303K +$51.5K +432 +20%
TA
395
TFG Advisers
Michigan
$302K -$33.9K -284 -10%
LAS
396
LWM Advisory Services
Florida
$299K +$120 +1 +0%
TCM
397
Triumph Capital Management
Colorado
$298K -$8.24K -69 -3%
SP
398
Successful Portfolios
Florida
$297K – – –
EGA
399
E&G Advisors
Texas
$291K +$291K +2,439 New
LWM
400
Laidlaw Wealth Management
New York
$287K -$7.88K -66 -3%
14 15
16
17 18