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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

534 hedge funds and large institutions have $8.28B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 173 increasing their positions, 197 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.45%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.79%
New
93
Increased
173
Reduced
197
Closed
86
Calls
$16.1M
Puts
$13.6M
Net Calls
+$2.54M
Net Calls Change
-$80.7M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$276M
2
TWM
2
Tanglewood Wealth Management
Texas
$116M
3
Jane Street
3
Jane Street
New York
$222M
4
Stifel Financial
4
Stifel Financial
Missouri
$225M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$201M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$319M
2
MAM
2
Meeder Asset Management
Ohio
$493K
3
KAM
3
Kensington Asset Management
Texas
$45M
4
AP
4
Advisors Preferred
Maryland
$44.8M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
151
Lido Advisors
California
$4.28M +$4.06M +33,286 +1,875%
CWA
152
Centennial Wealth Advisory
Michigan
$4.19M +$592K +4,853 +16%
CFAM
153
Coury Firm Asset Management
Pennsylvania
$4.14M +$2.66M +21,833 +180%
ACM
154
Antonetti Capital Management
Florida
$4.12M -$36.6K -300 -0.9%
RFC
155
Regions Financial Corp
Alabama
$4.1M -$19.9K -163 -0.5%
CIC
156
Carnegie Investment Counsel
Ohio
$4.07M -$149K -1,220 -4%
TC
157
Telemus Capital
Michigan
$4.01M +$260K +2,134 +7%
PWMAG
158
Pinnacle Wealth Management Advisory Group
New Jersey
$4M +$234K +1,921 +6%
LFASL
159
Lugano Financial Advisors SA (LFA)
Switzerland
$3.97M -$32.3K -265 -0.8%
CNB
160
Camden National Bank
Maine
$3.81M -$12.5K -102 -0.3%
DAS
161
Dynamic Advisor Solutions
Arizona
$3.77M -$288K -2,359 -7%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$3.74M +$294K +2,411 +9%
Millennium Management
163
Millennium Management
New York
$3.73M +$3.73M +30,598 New
MPW
164
MA Private Wealth
California
$3.69M +$244K +2,001 +7%
NA
165
NewEdge Advisors
Louisiana
$3.69M -$1.23M -10,047 -25%
SC
166
Slow Capital
California
$3.69M -$91.3K -748 -2%
VRM
167
Vectors Research Management
New York
$3.68M -$58.5K -479 -2%
HC
168
HNP Capital
New York
$3.68M -$55.8K -457 -1%
PFA
169
Peak Financial Advisors
Colorado
$3.66M +$3.66M +29,979 New
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$3.64M -$215K -1,764 -6%
FANJ
171
Financial Architects (New Jersey)
New Jersey
$3.59M +$3.59M +29,407 New
BL
172
BFSG LLC
California
$3.56M -$1.64M -13,440 -32%
GEM
173
Global Endowment Management
North Carolina
$3.5M – – –
CB
174
Commerce Bank
Missouri
$3.43M -$399K -3,270 -10%
MPPLM
175
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.39M +$1.07M +8,734 +46%
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