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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

508 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+36
Holders Change %
+7.63%
% of All Funds
9.01%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.82%
New
93
Increased
183
Reduced
168
Closed
48
Calls
$44.8M
Puts
$155M
Net Calls
-$110M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
EVM
2
Eaton Vance Management
Massachusetts
$72M
3
Jane Street
3
Jane Street
New York
$61M
4
PCA
4
Personal Capital Advisors
California
$486M
5
CFIA
5
Cantor Fitzgerald Investment Advisors
New York
$21.6M

Top Sellers

1
JHCM
1
Juniper Hill Capital Management
California
$40M
2
SCM
2
SCS Capital Management
Massachusetts
$502M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
201
Outlook Wealth Advisors
Texas
$2.06M -$6.5M -48,893 -76%
WCFA
202
Walkner Condon Financial Advisors
Wisconsin
$2.06M +$228K +1,717 +12%
IFS
203
Ifrah Financial Services
Arkansas
$2M +$46.7K +351 +2%
RWB
204
RMR Wealth Builders
New Jersey
$2M – – –
SWA
205
Stratos Wealth Advisors
Ohio
$1.97M +$443K +3,332 +29%
OFG
206
OmniStar Financial Group
North Carolina
$1.96M +$117K +876 +6%
ANTB
207
AMG National Trust Bank
Colorado
$1.96M +$952K +7,160 +95%
9WM
208
9258 Wealth Management
Ohio
$1.95M +$308K +2,319 +19%
KWM
209
Kingsview Wealth Management
Oregon
$1.91M +$885K +6,653 +87%
SF
210
Synovus Financial
Georgia
$1.88M +$870K +6,537 +86%
CF
211
Clarity Financial
Texas
$1.87M +$1.87M +14,042 New
IWP
212
Insight Wealth Partners
Texas
$1.81M +$24.3K +183 +1%
SI
213
Stephens Inc
Arkansas
$1.77M -$62K -466 -3%
CHAM
214
Clear Harbor Asset Management
Connecticut
$1.76M +$80.4K +605 +5%
QI
215
QS Investors
New York
$1.75M +$1.75M +13,169 New
VFA
216
Values First Advisors
Tennessee
$1.74M +$2.53K +19 +0.1%
PFS
217
Prospera Financial Services
Texas
$1.74M +$1.51M +11,365 +660%
PSUF
218
People's United Financial
Connecticut
$1.74M -$56.1K -422 -3%
Baird Financial Group
219
Baird Financial Group
Wisconsin
$1.69M -$1.33M -9,981 -44%
MCP
220
Martin Capital Partners
Oregon
$1.66M +$204K +1,533 +14%
UBV
221
United Bank (Virginia)
Virginia
$1.61M – – –
HFA
222
High Falls Advisors
New York
$1.6M +$1.6M +12,035 New
RJT
223
Raymond James Trust
Florida
$1.56M -$161K -1,213 -9%
HT
224
HAP Trading
New York
$1.55M +$1.55M +11,670 New
Franklin Resources
225
Franklin Resources
California
$1.52M +$19.3K +145 +1%
7 8
9
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