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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
1
JPMorgan Chase & Co
New York
$1.58B
2
EVM
2
Eaton Vance Management
Massachusetts
$72M
3
Jane Street
3
Jane Street
New York
$61M
4
PCA
4
Personal Capital Advisors
California
$486M
5
CFIA
5
Cantor Fitzgerald Investment Advisors
New York
$21.6M

Top Sellers

1
JHCM
1
Juniper Hill Capital Management
California
$40M
2
SCM
2
SCS Capital Management
Massachusetts
$502M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
76
BBVA USA Bancshares
Texas
$13.2M -$3.61M -27,131 -21%
WJA
77
Willis Johnson & Associates
Texas
$12.7M +$12.7M +95,593 New
RVPG
78
Relative Value Partners Group
$12.4M -$5.7M -42,862 -31%
DSN
79
D. Scott Neal
Kentucky
$12.3M -$98K -737 -0.8%
OAM
80
Oppenheimer Asset Management
New York
$11.7M -$268K -2,015 -2%
IDA
81
Intelligence Driven Advisers
California
$11.7M +$11.7M +87,742 New
WCM
82
Wealthcare Capital Management
Virginia
$11.6M +$2.28M +17,134 +24%
TPCW
83
TD Private Client Wealth
New York
$11.1M +$1.18M +8,848 +12%
DRS
84
Deane Retirement Strategies
Louisiana
$11M +$11M +82,824 New
FI
85
FormulaFolio Investments
Michigan
$10.9M +$4.09M +30,782 +60%
CISOA
86
Capital Investment Services of America
Wisconsin
$10.5M -$537K -4,040 -5%
Goldman Sachs
87
Goldman Sachs
New York
$10.4M -$476K -3,582 -4%
CSIA
88
Charles Schwab Investment Advisory
California
$10.2M +$773K +5,817 +8%
P
89
Palladiem
Pennsylvania
$9.39M +$9.39M +70,630 New
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$9.32M +$214K +1,612 +2%
TCM
91
Twele Capital Management
Minnesota
$9.14M +$286K +2,153 +3%
UFA
92
US Financial Advisors
Massachusetts
$9.13M +$9.13M +68,630 New
Deutsche Bank
93
Deutsche Bank
Germany
$9.05M -$1.48M -11,148 -14%
EC
94
Estate Counselors
Wisconsin
$9.02M -$219K -1,645 -2%
WANY
95
Wealthspire Advisors (New York)
New York
$9.01M -$973K -7,319 -10%
KAS
96
Kestra Advisory Services
Texas
$8.74M +$2.2M +16,558 +34%
SCI
97
Stableford Capital II
Arizona
$8.38M -$39.8K -299 -0.5%
Millennium Management
98
Millennium Management
New York
$8.2M +$369K +2,774 +5%
RWM
99
RKL Wealth Management
Pennsylvania
$8.1M +$323K +2,429 +4%
SFG
100
Summit Financial Group
West Virginia
$8.08M -$59.2K -445 -0.7%
2 3
4
5 6