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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 %
PI
176
PFS Investments
Georgia
$3.16M 24,318 +3,093 +15%
FMC
177
Financial Management Concepts
Florida
$3.1M 23,861 +23,861 New
PVH
178
Psagot Value Holdings
Israel
$3.02M 23,240 -2,683 -10%
KWM
179
Kingsview Wealth Management
Oregon
$2.98M 22,937 +8,611 +60%
HFA
180
High Falls Advisors
New York
$2.96M 22,763 +10,728 +89%
Millennium Management
181
Millennium Management
New York
$2.91M 22,438 -39,248 -64%
LFASL
182
Lugano Financial Advisors SA (LFA)
Switzerland
$2.89M 22,272 -2,642 -11%
BHB
183
Bank Hapoalim BM
Israel
– – – –
GM
184
GeoWealth Management
Illinois
$2.82M 21,736 -1,376 -6%
Prudential Financial
185
Prudential Financial
New Jersey
$2.82M 21,726 -1,513 -7%
CNB
186
Camden National Bank
Maine
$2.76M 21,261 +3,315 +18%
CNC
187
Camden National Corporation
Maine
$2.76M 21,261 +21,261 New
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$2.75M 21,099 -18,827 -47%
CI
189
Cavalier Investments
Georgia
$2.62M 20,195 -6,662 -25%
TLFA
190
True Link Financial Advisors
California
$2.62M 20,190 +500 +3%
MA
191
MONECO Advisors
Connecticut
$2.59M 19,952 -605 -3%
MA
192
Mutual Advisors
Nebraska
$2.56M 19,688 +8,912 +83%
CPFP
193
Clear Perspectives Financial Planning
Ohio
$2.47M 18,983 -8,942 -32%
ACM
194
AUA Capital Management
Pennsylvania
$2.45M 18,829 -4 -0%
9WM
195
9258 Wealth Management
Ohio
$2.38M 18,351 +3,683 +25%
DWT
196
Dorsey & Whitney Trust
South Dakota
$2.37M 18,269 +41 +0.2%
MFG
197
Menard Financial Group
Texas
$2.33M 17,935 +1,409 +9%
SJIC
198
St. James Investment Company
Texas
$2.31M 17,810 -2,730 -13%
SWM
199
Spire Wealth Management
Virginia
$2.25M 19,556 +19,556 New
SPC
200
Sigma Planning Corp
Michigan
$2.2M 16,929 -1,543 -8%
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