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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

532 hedge funds and large institutions have $8.38B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.22%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.68%
New
99
Increased
177
Reduced
176
Closed
54
Calls
$91.8M
Puts
$8.62M
Net Calls
+$83.2M
Net Calls Change
-$58.5M

Top Buyers

1
AP
Advisors Preferred
Maryland
$135M
2
MAM
Meeder Asset Management
Ohio
$117M
3
Jane Street
Jane Street
New York
$114M
4
WA
WestEnd Advisors
North Carolina
$58.1M
5
Bank of America
Bank of America
North Carolina
$432M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$488M
2
SCM
SCS Capital Management
Massachusetts
$134M
3
AssetMark Inc
AssetMark Inc
California
$289M
4
HNB
Huntington National Bank
Ohio
$37.7M
5
MAM
Madison Asset Management
Wisconsin
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
426
Goelzer Investment Management
Indiana
$200K -$72.3K -563 -27%
FAM
427
Frontier Asset Management
Wyoming
$194K +$194K +1,506 New
HI
428
Harbour Investments
Wisconsin
$181K -$101K -790 -36%
SPIA
429
Steward Partners Investment Advisory
New York
$179K -$60.3K -469 -25%
AIP
430
Ameritas Investment Partners
Nebraska
$175K -$32.2K -251 -16%
TLFA
431
True Link Financial Advisors
California
$174K – – –
HI
432
Hudock Inc
Pennsylvania
$153K – – –
CWM
433
Consultiva Wealth Management
Puerto Rico
$140K – – –
SCA
434
Stonebridge Capital Advisors
Minnesota
$131K – – –
MA
435
MUFG Americas
New York
$125K – – –
S
436
SignatureFD
Georgia
$122K +$258 +2 +0.2%
SAM
437
Strategic Asset Management
Minnesota
$120K -$739K -5,742 -86%
IRC
438
Investors Research Corp
Georgia
$119K +$24K +186 +25%
RP
439
Rice Partnership
Hawaii
$119K +$36.8K +285 +45%
ARIS
440
Advanced Research Investment Solutions
California
$115K +$115K +900 New
SW
441
SVB Wealth
Massachusetts
$106K – – –
PCTC
442
Perkins Coie Trust Company
Washington
$93K -$17.8K -139 -16%
CPA
443
Cardiff Park Advisors
California
$92K +$92K +712 New
AF
444
Advisornet Financial
Minnesota
$90K – – –
SAM
445
S.A. Mason
Michigan
$90K +$7.71K +60 +9%
TCOV
446
Trust Company of Vermont
Vermont
$76K +$76K +587 New
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$73K -$31.8K -248 -30%
KPCM
448
Kings Point Capital Management
New York
$70K +$70K +545 New
FPS
449
Fieldpoint Private Securities
Connecticut
$69K -$55.3K -431 -44%
TRCT
450
Tower Research Capital (TRC)
New York
$63K +$63K +490 New
16 17
18
19 20