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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 %
VRM
151
Vectors Research Management
New York
$4.23M 32,594 +1,753 +6%
AIM
152
Astor Investment Management
Illinois
$4.21M 32,410 +32,410 New
PA
153
Pinnacle Associates
New York
$4.17M 32,114 +1,199 +4%
IDBONY
154
Israel Discount Bank of New York
New York
$4.13M 31,780 -729 -2%
GIA
155
Gladstone Institutional Advisory
Florida
$4.12M 31,683 +8,377 +36%
CWA
156
Core Wealth Advisors
Florida
$4.02M 30,934 +4,564 +17%
RBA
157
Richard Bernstein Advisors
New York
$3.98M 30,615 +5,416 +21%
5L
158
55I LLC
Massachusetts
$3.94M 30,293 +391 +1%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$3.93M 30,282 -5,975 -16%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$3.84M 29,533 +1,962 +7%
DAS
161
Dynamic Advisor Solutions
Arizona
$3.81M 29,314 +515 +2%
GEM
162
Global Endowment Management
North Carolina
$3.73M 28,700 – –
SC
163
Slow Capital
California
$3.68M 26,441 +3,269 +14%
HIP
164
Harrell Investment Partners
Texas
$3.68M 28,330 -437 -2%
LHC
165
Little House Capital
Massachusetts
$3.68M 28,330 +28,330 New
CWA
166
Centennial Wealth Advisory
Michigan
$3.68M 28,303 +5,717 +25%
NA
167
NewEdge Advisors
Louisiana
$3.67M 28,236 +2,085 +8%
MCWS
168
McKinley Carter Wealth Services
West Virginia
$3.63M 27,949 +12,270 +78%
PWMAG
169
Pinnacle Wealth Management Advisory Group
New Jersey
$3.61M 27,796 +1,298 +5%
FA
170
Forefront Analytics
Pennsylvania
$3.52M 27,067 -125 -0.5%
MAM
171
Meeder Asset Management
Ohio
$3.3M 25,397 +8,325 +49%
WSTAM
172
Wilbanks Smith & Thomas Asset Management
Virginia
$3.29M 25,361 -74,274 -75%
BPA
173
Beacon Pointe Advisors
California
$3.2M 24,663 +24,663 New
Northern Trust
174
Northern Trust
Illinois
$3.17M 35,293 -25,489 -42%
CCA
175
Checchi Capital Advisers
California
$3.16M 24,357 +228 +0.9%
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