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

Top Sellers

1
JHCM
Juniper Hill Capital Management
California
$40M
2
SCM
SCS Capital Management
Massachusetts
$502M
3
FIM
Freedom Investment Management
Connecticut
$0
4
PWAG
Polaris Wealth Advisory Group
California
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
126
Comerica Securities
Michigan
$5.08M +$221K +1,661 +5%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.08M +$5.08M +38,173 New
WT
128
Whittier Trust
California
$5.04M +$284K +2,135 +6%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$5.03M +$4.35M +32,706 +640%
TCM
130
Tuttle Capital Management
Connecticut
$5M -$15.9M -119,252 -76%
LNC
131
Lincoln National Corp
Pennsylvania
$4.94M +$176K +1,324 +4%
RBCM
132
Raub Brock Capital Management
California
$4.93M -$81.1K -610 -2%
MIAN
133
Mariner Independent Advisor Network
Kansas
$4.91M +$767K +5,771 +19%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$4.84M -$5.38M -40,474 -53%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$4.82M -$921K -6,924 -16%
TC
136
Telemus Capital
Michigan
$4.78M -$126K -948 -3%
OPS
137
Orion Portfolio Solutions
Nebraska
$4.77M +$4.77M +35,855 New
GWM
138
Geneos Wealth Management
Colorado
$4.72M +$4.63M +36,058 +4,994%
MPW
139
MA Private Wealth
California
$4.69M +$91.2K +686 +2%
BC
140
Burleson & Co
California
$4.48M +$22.6K +170 +0.5%
AAG
141
Avalon Advisory Group
Pennsylvania
$4.36M – – –
IDBONY
142
Israel Discount Bank of New York
New York
$4.32M -$2.38M -17,894 -36%
SWP
143
ShoreHaven Wealth Partners
New Jersey
$4.29M +$4.29M +32,226 New
PA
144
Pinnacle Associates
New York
$4.11M -$81.4K -612 -2%
HC
145
HNP Capital
New York
$4.11M +$290K +2,180 +8%
VRM
146
Vectors Research Management
New York
$4.1M +$48.1K +362 +1%
5L
147
55I LLC
Massachusetts
$3.98M -$91K -684 -2%
CB
148
Commerce Bank
Missouri
$3.91M +$208K +1,564 +6%
CIAS
149
CFS Investment Advisory Services
New Jersey
$3.89M +$3.89M +29,213 New
DAS
150
Dynamic Advisor Solutions
Arizona
$3.83M +$1.03M +7,726 +37%
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6
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