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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 %
BRWA
176
B. Riley Wealth Advisors
Florida
$2.54M -$33.7K -259 -1%
MCWS
177
McKinley Carter Wealth Services
West Virginia
$2.53M -$469K -3,606 -16%
GRP
178
Global Retirement Partners
California
$2.51M +$356K +2,732 +17%
ACM
179
AUA Capital Management
Pennsylvania
$2.49M +$9.89K +76 +0.4%
TC
180
TAP Consulting
Missouri
$2.48M -$25.8K -198 -1%
BCM
181
Boltwood Capital Management
California
$2.46M +$310K +2,379 +14%
PI
182
PFS Investments
Georgia
$2.42M -$10.7K -83 -0.4%
SWM
183
Spire Wealth Management
Virginia
$2.4M -$9.47K -73 -0.4%
BIA
184
Bigelow Investment Advisors
Maine
$2.35M +$849K +6,521 +56%
VCM
185
Vision Capital Management
Oregon
$2.32M +$2.32M +17,807 New
BU
186
BBVA USA
Alabama
$2.27M -$128K -984 -5%
SJIC
187
St. James Investment Company
Texas
$2.2M -$193K -1,485 -8%
SWA
188
Stratos Wealth Advisors
Ohio
$2.14M +$28K +215 +1%
VFA
189
Values First Advisors
Tennessee
$2.14M +$204K +1,564 +11%
CCM
190
Crabel Capital Management
California
$2.11M -$833K -6,397 -28%
SB
191
Simmons Bank
Arkansas
$2.11M +$283K +2,174 +16%
CHAM
192
Clear Harbor Asset Management
Connecticut
$2.05M +$139K +1,065 +7%
OMC
193
Old Mission Capital
Illinois
$2.04M -$6.74M -51,779 -77%
IWC
194
Integrated Wealth Concepts
Massachusetts
$2.01M +$747K +5,741 +59%
DWT
195
Dorsey & Whitney Trust
South Dakota
$1.99M – – –
LHC
196
Little House Capital
Massachusetts
$1.95M -$16.7K -128 -0.8%
RWB
197
RMR Wealth Builders
New Jersey
$1.95M – – –
WCFA
198
Walkner Condon Financial Advisors
Wisconsin
$1.94M -$63.5K -488 -3%
Franklin Resources
199
Franklin Resources
California
$1.92M -$83.3K -640 -4%
CIA
200
Compass Ion Advisors
Pennsylvania
$1.91M +$1.05M +8,086 +123%
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