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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 %
OPW
451
Oxler Private Wealth
New York
$44K +$44K +338 New
CLOS
452
Compagnie Lombard Odier SCmA
Switzerland
$43K – – –
VFA
453
Valeo Financial Advisors
Indiana
$43K – – –
BBHC
454
Brown Brothers Harriman & Co
New York
$43K +$43K +324 New
S
455
SignatureFD
Georgia
$42K -$110K -820 -72%
LFG
456
Larson Financial Group
Missouri
$41K +$668 +5 +2%
CFB
457
Cullen/Frost Bankers
Texas
$40K – – –
NSB
458
Norway Savings Bank
Maine
$37K +$37K +279 New
CFO
459
CVA Family Office
Colorado
$35K – – –
MHR
460
Matthew Hamilton Rosenberg
$35K – – –
FEG
461
Financial Enhancement Group
Indiana
$33K – – –
LGA
462
Lebenthal Global Advisors
New York
$32K +$32K +245 New
HIA
463
Harbor Investment Advisory
Maryland
$31K +$31K +235 New
MCM
464
Manchester Capital Management
Vermont
$29K +$29K +220 New
BCA
465
Bray Capital Advisors
Florida
$27K – – –
SIC
466
Salem Investment Counselors
North Carolina
$25K +$1.85K +14 +8%
CCM
467
Covington Capital Management
California
$23K – – –
ADL
468
Asset Dedication LLC
California
$22K – – –
EP
469
Eudaimonia Partners
Tennessee
$20K -$24.5K -185 -55%
CAL
470
Capital Analysts LLC
Pennsylvania
$19K – – –
KPCM
471
Kings Point Capital Management
New York
$17K +$17K +125 New
PFGIA
472
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$12.4K -96 -44%
TAM
473
Townsend Asset Management
North Carolina
$15K – – –
WP
474
Waycross Partners
Kentucky
$15K +$15K +110 New
BA
475
Bellwether Advisors
Nebraska
$14K +$14K +111 New
17 18
19
20 21