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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 %
HIP
151
Harrell Investment Partners
Texas
$3.83M +$510K +3,838 +15%
GEM
152
Global Endowment Management
North Carolina
$3.82M – – –
RCM
153
Rain Capital Management
Oregon
$3.81M -$205K -1,545 -5%
GDP
154
Great Diamond Partners
Maine
$3.78M +$630K +4,739 +20%
CPFP
155
Clear Perspectives Financial Planning
Ohio
$3.71M +$3.71M +27,925 New
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$3.67M -$152K -1,145 -4%
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$3.63M +$236K +1,772 +7%
FA
158
Forefront Analytics
Pennsylvania
$3.61M -$362K -2,728 -9%
CI
159
Cavalier Investments
Georgia
$3.57M +$2.68M +20,139 +300%
APA
160
American Portfolios Advisors
New York
$3.56M -$192K -1,445 -5%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$3.55M +$381K +2,868 +12%
PWMAG
162
Pinnacle Wealth Management Advisory Group
New Jersey
$3.52M -$62.1K -467 -2%
ECA
163
Elevated Capital Advisors
Utah
$3.52M +$38.2K +287 +1%
CWA
164
Core Wealth Advisors
Florida
$3.51M -$552K -4,151 -14%
NA
165
NewEdge Advisors
Louisiana
$3.48M +$388K +2,914 +13%
PVH
166
Psagot Value Holdings
Israel
$3.45M -$283K -2,130 -8%
RBA
167
Richard Bernstein Advisors
New York
$3.35M -$2.47M -18,581 -42%
LFASL
168
Lugano Financial Advisors SA (LFA)
Switzerland
$3.31M +$335K +2,521 +11%
VAS
169
Vestmark Advisory Solutions
Massachusetts
$3.31M -$417K -3,139 -11%
MPPLM
170
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.27M +$205K +1,545 +7%
DIM
171
Delta Investment Management
California
$3.22M +$2.69M +20,197 +500%
CCA
172
Checchi Capital Advisers
California
$3.21M +$45.1K +339 +1%
PAG
173
Private Advisor Group
New Jersey
$3.13M -$1.25M -9,419 -29%
BHB
174
Bank Hapoalim BM
Israel
$3.12M -$3K – –
GIA
175
Gladstone Institutional Advisory
Florida
$3.1M +$12.4K +93 +0.4%
5 6
7
8 9