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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.

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
1
Charles Schwab
California
$276M
2
TWM
2
Tanglewood Wealth Management
Texas
$116M
3
Jane Street
3
Jane Street
New York
$222M
4
Stifel Financial
4
Stifel Financial
Missouri
$225M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$201M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$319M
2
MAM
2
Meeder Asset Management
Ohio
$493K
3
KAM
3
Kensington Asset Management
Texas
$45M
4
AP
4
Advisors Preferred
Maryland
$44.8M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$15.7M 128,419 -10,763 -8%
HPA
77
High Probability Advisors
New York
$15.5M 126,755 -80,642 -39%
KFAA
78
Klaas Financial Asset Advisors
Illinois
$15.4M 125,897 +7,986 +7%
WJA
79
Willis Johnson & Associates
Texas
$15.3M 125,605 +949 +0.8%
PFP
80
Pinnacle Financial Partners
Tennessee
$15.3M 125,245 +5,049 +4%
BCI
81
Brinker Capital Investments
Pennsylvania
$15M 122,532 +122,532 New
Schroder Investment Management Group
82
Schroder Investment Management Group
United Kingdom
$14.6M 119,756 +119,756 New
FWM
83
FFT Wealth Management
Pennsylvania
$14.6M 119,592 -149,216 -56%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$14.3M 116,934 +49,670 +74%
HighTower Advisors
85
HighTower Advisors
Illinois
$14.1M 115,782 -32,795 -22%
OPS
86
Orion Portfolio Solutions
Nebraska
$14M 114,986 +35,972 +46%
PCP
87
Proficio Capital Partners
Massachusetts
$13.3M 108,828 -41,687 -28%
AIM
88
Acropolis Investment Management
Missouri
$13.2M 107,870 +42,393 +65%
AWS
89
Atria Wealth Solutions
New York
$12.7M 103,940 +103,940 New
LP
90
LGL Partners
Pennsylvania
$12.4M 101,609 -151,571 -60%
KAS
91
Kestra Advisory Services
Texas
$12.3M 100,816 +50,692 +101%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$12.3M 101,974 +12,148 +14%
GC
93
Gould Capital
Washington
$12.2M 100,344 +10,178 +11%
WCM
94
Wealthcare Capital Management
Virginia
$12.1M 99,037 -29,193 -23%
OAM
95
Oppenheimer Asset Management
New York
$12M 98,324 -621 -0.6%
TPCW
96
TD Private Client Wealth
New York
$11.9M 97,501 -5,446 -5%
CIAS
97
Capital Investment Advisory Services
North Carolina
$11.7M 96,181 +17,564 +22%
OAJ
98
Ogorek Anthony Joseph
New York
$11.4M 93,427 +93,427 New
BBVA
99
Banco Bilbao Vizcaya Argentaria
Spain
$11.2M 91,717 +27,512 +43%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$11M 89,771 +16,568 +23%
2 3
4
5 6