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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

549 hedge funds and large institutions have $10.2B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 187 increasing their positions, 190 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+15
Holders Change %
+2.81%
% of All Funds
9.28%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.95%
New
87
Increased
187
Reduced
190
Closed
65
Calls
$135M
Puts
$38.5M
Net Calls
+$96.6M
Net Calls Change
+$94M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.32B
2
CSIA
Charles Schwab Investment Advisory
California
$410M
3
Charles Schwab
Charles Schwab
California
$502M
4
Goldman Sachs
Goldman Sachs
New York
$215M
5
Bank of America
Bank of America
North Carolina
$517M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$4.11M
2
Jane Street
Jane Street
New York
$22.1M
3
SCM
SCS Capital Management
Massachusetts
$20.4M
4
Financial Engines Advisors
Financial Engines Advisors
California
$473M
5
Creative Planning
Creative Planning
Kansas
$305M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEM
176
Global Endowment Management
North Carolina
$3.43M – – –
AIP
177
Almanack Investment Partners
Pennsylvania
$3.39M +$359K +3,009 +12%
BL
178
BFSG LLC
California
$3.38M -$101K -850 -3%
9WM
179
9258 Wealth Management
Ohio
$3.38M +$159K +1,334 +5%
Prudential Financial
180
Prudential Financial
New Jersey
$3.34M +$424K +3,572 +15%
SC
181
Slow Capital
California
$3.32M -$281K -2,353 -8%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$3.32M -$336K -2,819 -9%
PCIG
183
Partners Capital Investment Group
Massachusetts
$3.29M +$8K +67 +0.2%
AA
184
Alesco Advisors
New York
$3.24M -$32.2K -270 -1%
MPPLM
185
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.19M -$124K -1,035 -4%
MSFS
186
Main Street Financial Solutions
Pennsylvania
$3.14M -$12.9K -108 -0.4%
CAAS
187
Capital Asset Advisory Services
Michigan
$3.06M +$579K +4,855 +23%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$3.03M -$528K -4,429 -15%
DTIM
189
Danda Trouve Investment Management
Kansas
$2.93M +$30.1K +252 +1%
PAG
190
Private Advisor Group
New Jersey
$2.73M +$1.8M +15,075 +193%
DAS
191
Dynamic Advisor Solutions
Arizona
$2.65M -$1.04M -8,693 -28%
Victory Capital Management
192
Victory Capital Management
Texas
$2.64M +$2.64M +22,084 New
FA
193
FDx Advisors
Illinois
$2.61M +$2.61M +21,873 New
BIA
194
Bigelow Investment Advisors
Maine
$2.59M -$83.2K -697 -3%
CB
195
Commerce Bank
Missouri
$2.56M -$802K -6,718 -24%
SC
196
Sinecera Capital
Texas
$2.53M -$7.28K -61 -0.3%
FA
197
Forefront Analytics
Pennsylvania
$2.52M -$461K -3,868 -15%
SWA
198
Stratos Wealth Advisors
Ohio
$2.47M +$77.3K +648 +3%
TB
199
Treynor Bancshares
Iowa
$2.45M -$499K -4,179 -17%
CHAM
200
Clear Harbor Asset Management
Connecticut
$2.36M -$18.9K -158 -0.8%
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