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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 %
AF
426
Advisornet Financial
Minnesota
$106K -$88.5K -668 -46%
CAAS
427
Capital Asset Advisory Services
Michigan
$104K +$39.9K +299 +62%
TFGT
428
TS Financial Group (TSFG)
Illinois
$103K – – –
IFAM
429
Institutional & Family Asset Management
Colorado
$103K +$103K +777 New
PCIA
430
Prime Capital Investment Advisors
Kansas
$94K -$2.1M -15,898 -96%
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$87K -$101K -761 -54%
SAM
432
S.A. Mason
Michigan
$85K – – –
JCM
433
Jacobi Capital Management
Pennsylvania
$82K +$27.9K +210 +52%
TCOV
434
Trust Company of Vermont
Vermont
$78K +$78K +587 New
IRC
435
Investors Research Corp
Georgia
$76K +$18.4K +138 +32%
PC
436
Permanens Capital
New York
$76K +$76K +569 New
LAS
437
Lloyd Advisory Services
Georgia
$73K -$248K -1,868 -77%
BWM
438
Birchcreek Wealth Management
Ohio
$69K +$69K +521 New
TF
439
Tompkins Financial
New York
$65K – – –
FCA
440
FinTrust Capital Advisors
South Carolina
$64K -$1.07K -8 -2%
CWM
441
Cranbrook Wealth Management
Michigan
$59K – – –
TWP
442
TFO Wealth Partners
Ohio
$59K – – –
First Manhattan
443
First Manhattan
New York
$57K -$7.98K -61 -12%
BAM
444
Barrett Asset Management
New York
$55K – – –
LDFR
445
Lehman & Derafelo Financial Resources
Pennsylvania
$55K – – –
RP
446
Rice Partnership
Hawaii
$51K +$51K +384 New
ICP
447
Interchange Capital Partners
Pennsylvania
$51K +$51K +389 New
BA
448
Ballast Advisors
Minnesota
$50K – – –
DI
449
Disciplined Investments
Oklahoma
$49K – – –
GEA
450
Glen Eagle Advisors
New Jersey
$45.2K – – –
16 17
18
19 20