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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 %
TC
126
TAP Consulting
Missouri
$5.45M 41,951 -730 -2%
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$5.27M 40,532 +2,718 +7%
MIAN
128
Mariner Independent Advisor Network
Kansas
$5.18M 39,934 +3,029 +8%
LAS
129
Lloyd Advisory Services
Georgia
$5.14M 39,594 +39,044 +7,099%
AA
130
Alesco Advisors
New York
$5.04M 38,825 -12,900 -25%
DCM
131
DeGreen Capital Management
Arizona
$5.03M 56,238 +56,238 New
AAG
132
Avalon Advisory Group
Pennsylvania
$4.97M 38,244 +5,492 +17%
BRWA
133
B. Riley Wealth Advisors
Florida
$4.95M 38,128 +38,128 New
WT
134
Whittier Trust
California
$4.93M 37,974 +81 +0.2%
BC
135
Burleson & Co
California
$4.9M 37,701 +3,988 +12%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$4.87M 37,478 +10,167 +37%
CIC
137
Carnegie Investment Counsel
Ohio
$4.82M 37,105 -7,469 -17%
RCM
138
Rain Capital Management
Oregon
$4.8M 36,957 +8,271 +29%
GWM
139
Geneos Wealth Management
Colorado
$4.75M 36,438 -342 -0.9%
RBCM
140
Raub Brock Capital Management
California
$4.65M 35,775 -1,300 -4%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$4.57M 35,206 -1,205 -3%
PBO
142
Peoples Bank (Ohio)
Ohio
$4.48M 34,513 -17,122 -33%
CB
143
Commerce Bank
Missouri
$4.48M 34,494 +5,130 +17%
MPW
144
MA Private Wealth
California
$4.44M 34,210 -1,033 -3%
GDP
145
Great Diamond Partners
Maine
$4.41M 33,920 +5,507 +19%
TC
146
Telemus Capital
Michigan
$4.35M 33,500 -2,423 -7%
SFS
147
Sowell Financial Services
Arkansas
$4.34M 33,177 +30,071 +968%
VAS
148
Vestmark Advisory Solutions
Massachusetts
$4.31M 33,144 +8,274 +33%
SWP
149
ShoreHaven Wealth Partners
New Jersey
$4.3M 33,089 +863 +3%
HC
150
HNP Capital
New York
$4.24M 32,636 +1,743 +6%
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