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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 %
TPCW
76
TD Private Client Wealth
New York
$12M 92,290 +8,947 +11%
OAM
77
Oppenheimer Asset Management
New York
$11.9M 91,835 +3,545 +4%
BA
78
Ballew Advisors
Mississippi
$11.3M 87,042 +40,965 +89%
IDA
79
Intelligence Driven Advisers
California
$11.2M 85,963 -1,779 -2%
CAN
80
Cetera Advisor Networks
California
$10.5M 81,126 +42,687 +111%
SF
81
Synovus Financial
Georgia
$10.5M 81,108 +66,982 +474%
OPS
82
Orion Portfolio Solutions
Nebraska
$10.5M 80,772 +44,917 +125%
P
83
Palladiem
Pennsylvania
$10.3M 79,638 +9,008 +13%
CSIA
84
Charles Schwab Investment Advisory
California
$10M 77,014 +477 +0.6%
BCM
85
Brookstone Capital Management
Illinois
$9.66M 74,354 +24,534 +49%
WCM
86
Wealthcare Capital Management
Virginia
$9.62M 74,027 -13,566 -15%
GFG
87
Greystone Financial Group
Michigan
$9.57M 73,279 +52,916 +260%
PWAG
88
Polaris Wealth Advisory Group
California
$9.37M 71,996 +71,996 New
CISOA
89
Capital Investment Services of America
Wisconsin
$8.89M 68,450 -10,625 -13%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$8.37M 64,431 -5,680 -8%
KF
91
Krilogy Financial
Missouri
$8.35M 64,274 +3,896 +6%
BCI
92
Brinker Capital Investments
Pennsylvania
$8.3M 63,900 -43,400 -40%
WANY
93
Wealthspire Advisors (New York)
New York
$8.29M 63,849 -3,874 -6%
RWM
94
RKL Wealth Management
Pennsylvania
$8.29M 63,797 +2,885 +5%
SCI
95
Stableford Capital II
Arizona
$8.27M 63,657 +665 +1%
EC
96
Estate Counselors
Wisconsin
$8.11M 62,400 -5,450 -8%
Goldman Sachs
97
Goldman Sachs
New York
$8.09M 62,296 -16,279 -21%
KAS
98
Kestra Advisory Services
Texas
$8.06M 62,083 -3,698 -6%
BL
99
BFSG LLC
California
$7.91M 60,862 -61,706 -50%
KFAA
100
Klaas Financial Asset Advisors
Illinois
$7.8M 60,062 +60,062 New
2 3
4
5 6