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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

532 hedge funds and large institutions have $8.38B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.22%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.68%
New
99
Increased
177
Reduced
176
Closed
54
Calls
$91.8M
Puts
$8.62M
Net Calls
+$83.2M
Net Calls Change
-$58.5M

Top Buyers

1
AP
Advisors Preferred
Maryland
$135M
2
MAM
Meeder Asset Management
Ohio
$117M
3
Jane Street
Jane Street
New York
$114M
4
WA
WestEnd Advisors
North Carolina
$58.1M
5
Bank of America
Bank of America
North Carolina
$432M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$488M
2
SCM
SCS Capital Management
Massachusetts
$134M
3
AssetMark Inc
AssetMark Inc
California
$289M
4
HNB
Huntington National Bank
Ohio
$37.7M
5
MAM
Madison Asset Management
Wisconsin
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
551
Eldridge Investment Advisors
New Hampshire
– -$377K -2,900 Closed
IWM
552
IHT Wealth Management
Illinois
– -$309K -2,375 Closed
CCWA
553
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$304K -2,337 Closed
SS
554
Simplicity Solutions
Minnesota
– -$282K -2,170 Closed
Simplex Trading
555
Simplex Trading
Illinois
– -$282K -2,167 Closed
PAM
556
Peak Asset Management
Colorado
– -$251K -1,925 Closed
PFO
557
Pathstone Family Office
New Jersey
– -$234K -1,803 Closed
CPSAC
558
Chas P. Smith & Associates (CPS)
Florida
– -$233K -1,793 Closed
CCFM
559
Clear Creek Financial Management
Washington
– -$229K -1,756 Closed
AA
560
Advisory Alpha
Michigan
– -$216K -1,660 Closed
WP
561
WealthSource Partners
California
– -$209K -1,608 Closed
DJSG
562
D.J. St. Germain
Massachusetts
– -$207K -1,590 Closed
MA
563
MONECO Advisors
Connecticut
– -$204K -1,570 Closed
SAS
564
Stelac Advisory Services
New York
– -$133K -1,025 Closed
Vontobel Holding
565
Vontobel Holding
Switzerland
– -$85K -652 Closed
BAM
566
Barrett Asset Management
New York
– -$54K -416 Closed
LDFR
567
Lehman & Derafelo Financial Resources
Pennsylvania
– -$53K -410 Closed
ADL
568
Asset Dedication LLC
California
– -$30K -239 Closed
HA
569
Herold Advisors
New York
– -$22K -174 Closed
GPA
570
Guidance Point Advisors
Massachusetts
– -$22K -170 Closed
AWA
571
Arkadios Wealth Advisors
Georgia
– -$21K -168 Closed
CAGAS
572
Capital Advisory Group Advisory Services
Minnesota
– -$18K -142 Closed
JPLA
573
Joseph P. Lucia & Associates
New York
– -$14K -110 Closed
FNBOSM
574
First National Bank of South Miami
Florida
– -$13K -100 Closed
LWM
575
Liberty Wealth Management
California
– -$10K -74 Closed
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