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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

495 hedge funds and large institutions have $63.4B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+8
Holders Change %
+1.64%
% of All Funds
8.69%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.76%
New
58
Increased
183
Reduced
172
Closed
42
Calls
$145M
Puts
$2.9M
Net Calls
+$142M
Net Calls Change
+$60.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.45B
2
PCA
Personal Capital Advisors
California
$636M
3
PCP
Proficio Capital Partners
Massachusetts
$40.5M
4
FWM
FFT Wealth Management
Pennsylvania
$33.1M
5
MAM
Madison Asset Management
Wisconsin
$63.8M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$54.4B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12K
3
BlackRock
BlackRock
New York
$65.9M
4
MG
Mather Group
Illinois
$74.2M
5
HNB
Huntington National Bank
Ohio
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
151
Prudential Financial
New Jersey
$3.93M +$1.03M +7,894 +36%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$3.92M -$3.24M -24,900 -45%
CNB
153
Camden National Bank
Maine
$3.88M +$822K +6,315 +27%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$3.74M -$2.2M -16,902 -37%
GEM
155
Global Endowment Management
North Carolina
$3.74M – – –
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$3.71M +$26.6K +204 +0.7%
CMA
157
Cedar Mountain Advisors
Oregon
$3.7M +$514K +3,950 +16%
AA
158
Alesco Advisors
New York
$3.68M -$1.45M -11,130 -28%
CAC
159
Certified Advisory Corp
Florida
$3.64M +$1.63M +12,548 +82%
SC
160
Slow Capital
California
$3.6M -$93.7K -720 -3%
HIP
161
Harrell Investment Partners
Texas
$3.59M +$360K +2,762 +11%
MPW
162
MA Private Wealth
California
$3.59M -$752K -5,777 -17%
NA
163
NewEdge Advisors
Louisiana
$3.5M -$3.64K -28 -0.1%
GM
164
GeoWealth Management
Illinois
$3.31M +$123K +943 +4%
FFS
165
Founders Financial Securities
Maryland
$3.25M +$75.2K +578 +2%
DC
166
Davenport & Co
Virginia
$3.24M -$13.8M -106,270 -81%
FA
167
Forefront Analytics
Pennsylvania
$3M +$30.1K +231 +1%
9WM
168
9258 Wealth Management
Ohio
$2.97M +$306K +2,353 +12%
GVAG
169
Great Valley Advisor Group
Delaware
$2.96M -$61.2K -470 -2%
LFASL
170
Lugano Financial Advisors SA (LFA)
Switzerland
$2.77M -$137K -1,050 -5%
PPA
171
Parametric Portfolio Associates
Washington
$2.77M +$2.77M +21,238 New
BPA
172
Beacon Pointe Advisors
California
$2.76M -$147K -1,132 -5%
BHB
173
Bank Hapoalim BM
Israel
$2.68M -$2.69M – –
TCM
174
Twele Capital Management
Minnesota
$2.63M +$162K +1,247 +7%
MPPLM
175
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.58M -$106K -818 -4%
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