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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
Charles Schwab
California
$276M
2
TWM
Tanglewood Wealth Management
Texas
$116M
3
Jane Street
Jane Street
New York
$222M
4
Stifel Financial
Stifel Financial
Missouri
$225M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$201M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$319M
2
MAM
Meeder Asset Management
Ohio
$493K
3
KAM
Kensington Asset Management
Texas
$45M
4
AP
Advisors Preferred
Maryland
$44.8M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
Boltwood Capital Management
California
$2.49M +$279K +2,287 +13%
SWA
202
Stratos Wealth Advisors
Ohio
$2.44M -$109K -890 -4%
CHAM
203
Clear Harbor Asset Management
Connecticut
$2.43M +$541K +4,434 +29%
FF
204
Fluent Financial
Texas
$2.4M +$343K +2,815 +17%
CIA
205
Compass Ion Advisors
Pennsylvania
$2.39M +$103K +840 +4%
VCM
206
Vision Capital Management
Oregon
$2.38M +$61.7K +506 +3%
CAN
207
Cetera Advisor Networks
California
$2.36M -$8.17M -66,947 -78%
CCM
208
Crabel Capital Management
California
$2.35M -$4.98M -40,803 -68%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$2.32M -$879K -7,206 -27%
ACM
210
AUA Capital Management
Pennsylvania
$2.3M -$50.2K -411 -2%
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$2.26M -$5.59M -45,825 -71%
DCM
212
Discovery Capital Management
Connecticut
$2.23M +$2.23M +18,267 New
SWM
213
Spire Wealth Management
Virginia
$2.22M +$12.9K +106 +0.6%
QA
214
Quantitative Advantage
Minnesota
$2.18M +$395K +3,237 +22%
LI
215
LMCG Investments
Massachusetts
$2.16M +$2.16M +17,705 New
IWC
216
Integrated Wealth Concepts
Massachusetts
$2.13M +$135K +1,109 +7%
BHB
217
Bank Hapoalim BM
Israel
$2.12M -$2.37M – –
GRP
218
Global Retirement Partners
California
$2.12M +$2.12M +17,573 New
AG
219
Ascent Group
Virginia
$2.09M +$350K +2,869 +20%
SB
220
Simmons Bank
Arkansas
$2.04M +$52.1K +427 +3%
SIM
221
Studio Investment Management
Illinois
$1.99M +$61K +500 +3%
Franklin Resources
222
Franklin Resources
California
$1.98M +$199K +1,631 +11%
OPOWM
223
One Plus One Wealth Management
Florida
$1.96M +$1.96M +16,046 New
CFAM
224
Center For Asset Management
Florida
$1.88M +$449K +3,679 +31%
RWB
225
RMR Wealth Builders
New Jersey
$1.83M +$1.83M +15,000 New
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