IEI icon

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 %
CMA
176
Cedar Mountain Advisors
Oregon
$3.39M -$107K -873 -3%
BCM
177
Brookstone Capital Management
Illinois
$3.37M -$3.41M -28,377 -50%
VWA
178
Visionary Wealth Advisors
Illinois
$3.37M -$6.87M -56,307 -67%
PCIG
179
Partners Capital Investment Group
Massachusetts
$3.36M +$3.36M +27,537 New
AA
180
Alesco Advisors
New York
$3.35M -$43.9K -360 -1%
9WM
181
9258 Wealth Management
Ohio
$3.29M +$84K +688 +3%
MSFS
182
Main Street Financial Solutions
Pennsylvania
$3.23M -$605K -4,961 -16%
AAG
183
Avalon Advisory Group
Pennsylvania
$3.16M -$787K -6,451 -20%
AIP
184
Almanack Investment Partners
Pennsylvania
$3.1M +$3.1M +25,426 New
5L
185
55I LLC
Massachusetts
$3.1M -$551K -4,517 -15%
FA
186
Forefront Analytics
Pennsylvania
$3.05M -$67.1K -551 -2%
TB
187
Treynor Bancshares
Iowa
$3.01M -$33.9K -278 -1%
Prudential Financial
188
Prudential Financial
New Jersey
$3M -$266K -2,180 -8%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$2.98M -$476K -3,899 -14%
CCMD
190
Cypress Capital Management (Delaware)
Delaware
$2.98M +$162K +1,327 +6%
DTIM
191
Danda Trouve Investment Management
Kansas
$2.96M +$2.37M +19,452 +404%
BIA
192
Bigelow Investment Advisors
Maine
$2.73M +$96.9K +794 +4%
BEI
193
Benjamin Edwards Inc
Missouri
$2.7M +$2.7M +22,084 New
Simplex Trading
194
Simplex Trading
Illinois
$2.68M +$2.68M +21,933 New
GVAG
195
Great Valley Advisor Group
Delaware
$2.68M -$243K -1,994 -8%
SC
196
Sinecera Capital
Texas
$2.59M -$1.4M -11,496 -35%
BPA
197
Beacon Pointe Advisors
California
$2.57M +$27.3K +224 +1%
CAAS
198
Capital Asset Advisory Services
Michigan
$2.54M +$2.49M +20,423 +5,673%
VFA
199
Values First Advisors
Tennessee
$2.52M +$149K +1,220 +6%
TCM
200
Twele Capital Management
Minnesota
$2.5M -$121K -994 -5%
6 7
8
9 10