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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
+$249M
2
TWM
Tanglewood Wealth Management
Texas
+$116M
3
Jane Street
Jane Street
New York
+$114M
4
Stifel Financial
Stifel Financial
Missouri
+$94.6M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$87.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$144M
2
MAM
Meeder Asset Management
Ohio
-$110M
3
KAM
Kensington Asset Management
Texas
-$83.5M
4
AP
Advisors Preferred
Maryland
-$83M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$81.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
401
Money Concepts Capital
Florida
$268K -$44.1K -361 -14%
FC
402
Financial Consulate
Maryland
$263K -$46.7K -383 -15%
HCM
403
Hudson Capital Management
New Jersey
$262K -$81.5K -669 -24%
GIA
404
Gladstone Institutional Advisory
Florida
$261K -$63.2K -517 -19%
NCM
405
Novare Capital Management
North Carolina
$257K -$69.4K -569 -21%
NG
406
NWK Group
California
$257K +$488 +4 +0.2%
MPCL
407
My Personal CFO LLC
Washington
$256K -$489K -4,000 -66%
PIA
408
Pinion Investment Advisors
Kansas
$254K -$98.6K -809 -28%
VC
409
Vicus Capital
Pennsylvania
$250K -$26.1K -214 -9%
AWM
410
Apollon Wealth Management
South Carolina
$246K +$246K +2,012 New
TW
411
Transform Wealth
Colorado
$244K -$1.32M -10,827 -84%
BRWA
412
B. Riley Wealth Advisors
Florida
$243K -$2.13M -17,413 -90%
FFS
413
Founders Financial Securities
Maryland
$239K -$4.63K -38 -2%
OIA
414
OneDigital Investment Advisors
Kansas
$232K +$29.5K +242 +15%
BNP Paribas Financial Markets
415
BNP Paribas Financial Markets
France
$232K +$232K +1,900 New
CAPTRUST Financial Advisors
416
CAPTRUST Financial Advisors
North Carolina
$230K -$73.9K -606 -24%
RWA
417
RGT Wealth Advisors
Texas
$227K -$266K -2,184 -54%
JCM
418
Jacobi Capital Management
Pennsylvania
$221K +$5K +41 +2%
TRCT
419
Tower Research Capital (TRC)
New York
$220K +$160K +1,311 +268%
EW
420
Element Wealth
Mississippi
$218K +$196K +1,607 +898%
CCB
421
Country Club Bank
Missouri
$213K +$213K +1,748 New
FNT
422
First National Trust
Pennsylvania
$210K – – –
TAIM
423
TD Ameritrade Investment Management
Nebraska
$209K +$9.15K +75 +5%
MIM
424
Meixler Investment Management
Arizona
$207K -$34.9K -287 -14%
CG
425
Colony Group
Massachusetts
$206K -$6.1K -50 -3%
15 16
17
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