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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

508 hedge funds and large institutions have $9.19B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 185 reducing their positions, and 67 closing their positions.

Holders
508
Holders Change
–
Holders Change %
0%
% of All Funds
8.95%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.83%
New
70
Increased
181
Reduced
185
Closed
67
Calls
$24.9M
Puts
$127M
Net Calls
-$102M
Net Calls Change
+$8.02M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.82B
2
Citigroup
2
Citigroup
New York
$86.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$153M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$65M
5
PCA
5
Personal Capital Advisors
California
$536M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Creative Planning
2
Creative Planning
Kansas
$527M
3
UBS Group
3
UBS Group
Switzerland
$147M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$673M
5
SWA
5
SFMG Wealth Advisors
Texas
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
501
Selective Wealth Management
Virginia
$1K 4 -20 -83%
NC
502
NewSquare Capital
Pennsylvania
$1K 7 -15 -68%
VCM
503
Versant Capital Management
Arizona
$1K 5 – –
MIH
504
Meitav Investment House
Israel
$665 5,128 +393 +8%
MA
505
MBA Advisors
Pennsylvania
$266 2,048 +2,048 New
GFPC
506
Global Financial Private Client
Florida
$260 2 – –
FGAM
507
Financial Gravity Asset Management
Texas
$10 77 +77 New
Jane Street
508
Jane Street
New York
– – -459,061 Closed
MW
509
Marks Wealth
Maryland
– – -161,191 Closed
Renaissance Technologies
510
Renaissance Technologies
New York
– – -149,900 Closed
FTUS
511
Flow Traders U.S.
New York
– – -104,895 Closed
CCM
512
Crabel Capital Management
California
– – -104,089 Closed
DRS
513
Deane Retirement Strategies
Louisiana
– – -82,824 Closed
FI
514
FormulaFolio Investments
Michigan
– – -81,824 Closed
CCP
515
Cardan Capital Partners
Colorado
– – -47,940 Closed
NAG
516
Northstar Advisory Group
New Jersey
– – -42,586 Closed
GI
517
Glovista Investments
New Jersey
– – -39,153 Closed
TCM
518
Tuttle Capital Management
Connecticut
– – -37,604 Closed
ECA
519
Elevated Capital Advisors
Utah
– – -26,481 Closed
MPPLM
520
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– – -24,603 Closed
DIM
521
Delta Investment Management
California
– – -24,238 Closed
FA
522
Freestate Advisors
Kansas
– – -22,846 Closed
UBV
523
United Bank (Virginia)
Virginia
– – -12,069 Closed
CCWA
524
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -10,414 Closed
HF
525
HRT Financial
New York
– – -9,459 Closed
19 20
21
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