IEI icon

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 %
WB
501
Webster Bank
Connecticut
$3K – – –
RWA
502
Ropes Wealth Advisors
Massachusetts
$3K +$3K +25 New
SWA
503
SOA Wealth Advisors
New York
$3K +$3K +29 New
CFD
504
Creative Financial Designs
Indiana
$1K +$1K +9 New
GFPC
505
Global Financial Private Client
Florida
$266 -$93.6K -704 -100%
FIM
506
Freedom Investment Management
Connecticut
– -$94.3M -705,798 Closed
PWAG
507
Polaris Wealth Advisory Group
California
– -$55.2M -414,298 Closed
Qube Research & Technologies (QRT)
508
Qube Research & Technologies (QRT)
United Kingdom
– -$44.7M -334,747 Closed
FA
509
Faithward Advisors
Pennsylvania
– -$34.5M -258,120 Closed
AIM
510
Astor Investment Management
Illinois
– -$19.3M -144,142 Closed
Schroder Investment Management Group
511
Schroder Investment Management Group
United Kingdom
– -$9.47M -70,963 Closed
MWM
512
Merriman Wealth Management
Washington
– -$7.92M -59,284 Closed
IC
513
Innealta Capital
Texas
– -$6.69M -50,108 Closed
Susquehanna International Group
514
Susquehanna International Group
Pennsylvania
– -$5.87M -43,961 Closed
VCM
515
Virtue Capital Management
Tennessee
– -$5.32M -39,828 Closed
TC
516
TownSquare Capital
Utah
– -$4.62M -34,684 Closed
SMG
517
Smart Money Group
Texas
– -$4.41M -32,993 Closed
FS
518
Ferguson Shapiro
Georgia
– -$3.25M -24,291 Closed
SIA
519
Strategic Investment Advisors
Michigan
– -$2.09M -15,648 Closed
CC
520
Cedar Capital
Illinois
– -$1.26M -9,459 Closed
BWAM
521
Boyd Watterson Asset Management
Ohio
– -$1.26M -9,407 Closed
OMC
522
Old Mission Capital
Illinois
– -$1.24M -9,314 Closed
APC
523
Aspire Private Capital
North Carolina
– -$1.15M -8,624 Closed
AAS
524
Avantax Advisory Services
Texas
– -$1.08M -8,115 Closed
WIA
525
World Investment Advisors
California
– -$927K -6,939 Closed
19 20
21
22 23