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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

532 hedge funds and large institutions have $8.38B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 177 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.22%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.68%
New
99
Increased
177
Reduced
176
Closed
54
Calls
$91.8M
Puts
$8.62M
Net Calls
+$83.2M
Net Calls Change
-$58.5M

Top Buyers

1
AP
Advisors Preferred
Maryland
$135M
2
MAM
Meeder Asset Management
Ohio
$117M
3
Jane Street
Jane Street
New York
$114M
4
WA
WestEnd Advisors
North Carolina
$58.1M
5
Bank of America
Bank of America
North Carolina
$432M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$488M
2
SCM
SCS Capital Management
Massachusetts
$134M
3
AssetMark Inc
AssetMark Inc
California
$289M
4
HNB
Huntington National Bank
Ohio
$37.7M
5
MAM
Madison Asset Management
Wisconsin
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFASL
151
Lugano Financial Advisors SA (LFA)
Switzerland
$4.22M +$1.49M +11,551 +54%
AAG
152
Avalon Advisory Group
Pennsylvania
$4.16M -$1.45M -11,259 -26%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$4.07M -$101K -783 -2%
CB
154
Commerce Bank
Missouri
$4.04M +$81.1K +630 +2%
MSFS
155
Main Street Financial Solutions
Pennsylvania
$4.04M +$4.04M +31,401 New
CNB
156
Camden National Bank
Maine
$4.03M +$199K +1,546 +5%
SC
157
Sinecera Capital
Texas
$3.99M +$3.99M +32,711 New
SC
158
Slow Capital
California
$3.98M +$421K +3,269 +12%
BC
159
Burleson & Co
California
$3.97M -$2.32K -18 -0.1%
PWMAG
160
Pinnacle Wealth Management Advisory Group
New Jersey
$3.97M -$82K -637 -2%
TC
161
Telemus Capital
Michigan
$3.95M -$105K -813 -3%
VRM
162
Vectors Research Management
New York
$3.94M +$2.15M +16,745 +121%
HC
163
HNP Capital
New York
$3.94M +$2.15M +16,745 +121%
5L
164
55I LLC
Massachusetts
$3.85M -$580K -4,504 -13%
CWA
165
Centennial Wealth Advisory
Michigan
$3.79M -$1.25M -9,736 -25%
HIP
166
Harrell Investment Partners
Texas
$3.73M +$183K +1,422 +5%
GEM
167
Global Endowment Management
North Carolina
$3.69M – – –
CMA
168
Cedar Mountain Advisors
Oregon
$3.68M +$22.3K +173 +0.6%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$3.65M -$19K -148 -0.5%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$3.64M -$235K -1,826 -6%
MPW
171
MA Private Wealth
California
$3.63M +$87K +676 +2%
AA
172
Alesco Advisors
New York
$3.57M -$63K -490 -2%
GM
173
GeoWealth Management
Illinois
$3.53M +$253K +1,963 +8%
CAC
174
Certified Advisory Corp
Florida
$3.48M -$113K -878 -3%
DC
175
Davenport & Co
Virginia
$3.47M +$265K +2,063 +8%
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