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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
$276M
2
TWM
Tanglewood Wealth Management
Texas
$116M
3
Jane Street
Jane Street
New York
$222M
4
Stifel Financial
Stifel Financial
Missouri
$225M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$201M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$319M
2
MAM
Meeder Asset Management
Ohio
$493K
3
KAM
Kensington Asset Management
Texas
$45M
4
AP
Advisors Preferred
Maryland
$44.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$74K +$25.6K +211 +53%
Fifth Third Bancorp
452
Fifth Third Bancorp
Ohio
$67K -$2.32K -19 -3%
FPS
453
Fieldpoint Private Securities
Connecticut
$66K – – –
RDIA
454
RE Dickinson Investment Advisors
Iowa
$62K +$37.9K +310 +157%
Koshinski Asset Management
455
Koshinski Asset Management
Illinois
$60K +$4.03K +33 +7%
FCA
456
FinTrust Capital Advisors
South Carolina
$58K – – –
AAP
457
Arax Advisory Partners
Colorado
$57K – – –
CWM
458
Cranbrook Wealth Management
Michigan
$55K – – –
FHA
459
First Horizon Advisors
Tennessee
$49K -$1.1M -8,962 -96%
PP
460
Pacifica Partners
Canada
$48K – – –
DI
461
Disciplined Investments
Oklahoma
$47K – – –
BA
462
Ballast Advisors
Minnesota
$46K – – –
FAG
463
Fortitude Advisory Group
Washington
$46K +$25.3K +208 +122%
AWM
464
Abound Wealth Management
Tennessee
$43K – – –
CLOS
465
Compagnie Lombard Odier SCmA
Switzerland
$40K – – –
CFB
466
Cullen/Frost Bankers
Texas
$36K – – –
CFO
467
CVA Family Office
Colorado
$32K – – –
MHR
468
Matthew Hamilton Rosenberg
$32K – – –
GGI
469
Godsey & Gibb Inc
Virginia
$31K – – –
TSWM
470
Tyler-Stone Wealth Management
Ohio
$31K +$10.5K +85 +51%
HIA
471
Harbor Investment Advisory
Maryland
$29K – – –
BCA
472
Bray Capital Advisors
Florida
$24K – – –
IF
473
Integrity Financial
Wyoming
$23K -$22.1K -178 -49%
CAL
474
Capital Analysts LLC
Pennsylvania
$22K +$4.81K +40 +28%
HA
475
Herold Advisors
New York
$21.2K +$21.2K +174 New
17 18
19
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