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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 %
LNC
551
Lincoln National Corp
Pennsylvania
– -$1.68M -13,089 Closed
OCPWS
552
One Charles Private Wealth Services
Massachusetts
– -$1.53M -11,919 Closed
TW
553
TrinityPoint Wealth
Connecticut
– -$1.53M -11,916 Closed
TCA
554
Transcend Capital Advisors
New Jersey
– -$1.52M -11,814 Closed
GG
555
GenWealth Group
New Jersey
– -$1.42M -11,012 Closed
WWM
556
Windsor Wealth Management
Indiana
– -$1.34M -10,421 Closed
PA
557
PFG Advisors
Arizona
– -$1.25M -9,745 Closed
DWM
558
Dakota Wealth Management
Florida
– -$1.25M -9,727 Closed
P
559
Palladiem
Pennsylvania
– -$1.23M -9,560 Closed
FTS
560
Fifth Third Securities
Ohio
– -$1.22M -9,481 Closed
PCM
561
Prelude Capital Management
New York
– -$913K -7,096 Closed
AWE
562
Avidian Wealth Enterprises
Texas
– -$845K -6,567 Closed
BFG
563
Beacon Financial Group
Texas
– -$514K -6,013 Closed
HH
564
Hilltop Holdings
Texas
– -$423K -3,290 Closed
DIA
565
Dana Investment Advisors
Wisconsin
– -$412K -3,204 Closed
HWM
566
HB Wealth Management
Georgia
– -$379K -2,945 Closed
UCFA
567
United Capital Financial Advisors
Texas
– -$375K -2,917 Closed
SWPG
568
Strategic Wealth Partners Group
Illinois
– -$340K -2,647 Closed
BRWM
569
B. Riley Wealth Management
Tennessee
– -$340K -2,645 Closed
VCWA
570
Vanguard Capital Wealth Advisors
Colorado
– -$335K -2,607 Closed
SEI Investments
571
SEI Investments
Pennsylvania
– -$318K -2,475 Closed
DJYG
572
David J. Yvars Group
Florida
– -$314K -2,441 Closed
JWM
573
Jackson Wealth Management
Florida
– -$286K -2,224 Closed
IFG
574
Investors Financial Group
Minnesota
– -$270K -2,098 Closed
DIM
575
Delta Investment Management
California
– -$262K -2,034 Closed
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