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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 %
TCM
201
Twele Capital Management
Minnesota
$2.17M 16,715 -52,009 -76%
SCM
202
SevenOneSeven Capital Management
Pennsylvania
$2.15M 16,580 +16,580 New
JWCA
203
J.W. Cole Advisors
Florida
$2.13M 16,368 +5,916 +57%
WCFA
204
Walkner Condon Financial Advisors
Wisconsin
$2M 15,431 -49 -0.3%
BCM
205
Boltwood Capital Management
California
$1.96M 15,065 +7,377 +96%
RWB
206
RMR Wealth Builders
New Jersey
$1.95M 15,000 – –
AI
207
Atria Investments
North Carolina
$1.93M 14,850 +7,313 +97%
CAWM
208
Capital Advisors Wealth Management
Washington
$1.92M 14,771 +14,771 New
GRP
209
Global Retirement Partners
California
$1.92M 14,743 +6,144 +71%
SWA
210
Stratos Wealth Advisors
Ohio
$1.91M 14,715 -75 -0.5%
ANTB
211
AMG National Trust Bank
Colorado
$1.85M 14,209 -500 -3%
DTIM
212
Danda Trouve Investment Management
Kansas
$1.84M 14,190 -5,577 -28%
CF
213
Clarity Financial
Texas
$1.84M 14,154 +112 +0.8%
SI
214
Stephens Inc
Arkansas
$1.83M 14,085 +790 +6%
VFA
215
Values First Advisors
Tennessee
$1.83M 14,047 +947 +7%
CHAM
216
Clear Harbor Asset Management
Connecticut
$1.82M 13,996 +730 +6%
CAC
217
Certified Advisory Corp
Florida
$1.81M 13,969 +13,969 New
MCP
218
Martin Capital Partners
Oregon
$1.72M 13,259 +793 +6%
PSUF
219
People's United Financial
Connecticut
$1.72M 13,234 +160 +1%
QI
220
QS Investors
New York
$1.71M 13,169 – –
CT
221
Cambridge Trust
Massachusetts
$1.71M 13,132 +13,132 New
Franklin Resources
222
Franklin Resources
California
$1.52M 11,677 +240 +2%
BIA
223
Bigelow Investment Advisors
Maine
$1.5M 11,565 +4,161 +56%
RJT
224
Raymond James Trust
Florida
$1.5M 11,520 -228 -2%
QA
225
Quantitative Advantage
Minnesota
$1.49M 11,443 +1,303 +13%
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