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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

495 hedge funds and large institutions have $63.4B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 172 reducing their positions, and 42 closing their positions.

Holders
495
Holders Change
+8
Holders Change %
+1.64%
% of All Funds
8.69%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.76%
New
58
Increased
183
Reduced
172
Closed
42
Calls
$145M
Puts
$2.9M
Net Calls
+$142M
Net Calls Change
+$60.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.45B
2
PCA
2
Personal Capital Advisors
California
$636M
3
PCP
3
Proficio Capital Partners
Massachusetts
$40.5M
4
FWM
4
FFT Wealth Management
Pennsylvania
$33.1M
5
MAM
5
Madison Asset Management
Wisconsin
$63.8M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$54.4B
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$12K
3
BlackRock
3
BlackRock
New York
$65.9M
4
MG
4
Mather Group
Illinois
$74.2M
5
HNB
5
Huntington National Bank
Ohio
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
26
Madison Asset Management
Wisconsin
$63.8M 490,288 +227,588 +87%
KeyBank National Association
27
KeyBank National Association
Ohio
$61.5M 472,326 +11,541 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$58.8M 451,684 -101,411 -18%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$55.6M 426,835 -18,808 -4%
RJA
30
Raymond James & Associates
Florida
$54.1M 415,834 +51,306 +14%
PG
31
Proffitt & Goodson
Tennessee
$51.4M 395,083 +7,667 +2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$50M 383,949 +41,096 +12%
CFIA
33
Cantor Fitzgerald Investment Advisors
New York
$48.9M 375,293 +12,545 +3%
AWM
34
AE Wealth Management
Kansas
$43.8M 336,615 +26,716 +9%
PCP
35
Proficio Capital Partners
Massachusetts
$40.5M 311,489 +309,776 +18,084%
BPWM
36
Badgley Phelps Wealth Managers
Washington
$38.8M 297,829 +297,829 New
IA
37
IndexIQ Advisors
New York
$38.6M 296,912 +85,299 +40%
HNB
38
Huntington National Bank
Ohio
– – – –
FWM
39
FFT Wealth Management
Pennsylvania
$33.1M 254,344 +254,344 New
HSBC Holdings
40
HSBC Holdings
United Kingdom
$31.1M 239,039 +26,768 +13%
State Street
41
State Street
Massachusetts
$28.9M 221,796 +584 +0.3%
Osaic Holdings
42
Osaic Holdings
Arizona
$28M 214,952 +8,879 +4%
Charles Schwab
43
Charles Schwab
California
$28M 214,750 +7,037 +3%
TC
44
Trilogy Capital
California
$27.7M 212,559 -1,596 -0.7%
SWA
45
SFMG Wealth Advisors
Texas
$27.3M 209,697 -39,063 -16%
ODIJL
46
One Day In July LLC
Vermont
$26.6M 204,130 +9,618 +5%
HPA
47
High Probability Advisors
New York
$26M 199,716 +21,683 +12%
BSW
48
Buckingham Strategic Wealth
Missouri
$25.6M 196,739 -14,833 -7%
SC
49
Schoolcraft Capital
Colorado
$25.3M 194,319 +7,618 +4%
ACA
50
Anchor Capital Advisors
Massachusetts
$25.2M 193,832 -4,211 -2%
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