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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 %
OCPWS
201
One Charles Private Wealth Services
Massachusetts
$2.33M +$2.33M +19,539 New
ACM
202
AUA Capital Management
Pennsylvania
$2.32M +$76K +637 +3%
QA
203
Quantitative Advantage
Minnesota
$2.3M +$162K +1,359 +8%
VWA
204
Visionary Wealth Advisors
Illinois
$2.27M -$1.02M -8,586 -31%
CAN
205
Cetera Advisor Networks
California
$2.2M -$113K -950 -5%
SWM
206
Spire Wealth Management
Virginia
$2.18M +$2.39K +20 +0.1%
FF
207
Fluent Financial
Texas
$2.15M -$193K -1,620 -8%
RVM
208
Robinson Value Management
Texas
$2.15M +$1.04M +8,706 +93%
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$2.14M -$69.8K -585 -3%
LI
210
LMCG Investments
Massachusetts
$2.12M +$11K +92 +0.5%
SIM
211
Studio Investment Management
Illinois
$2.09M +$153K +1,280 +8%
AG
212
Ascent Group
Virginia
$2.07M -$10.8K -89 -0.5%
BA
213
Ballew Advisors
Mississippi
$2.06M +$1.39M +11,706 +209%
WEG
214
World Equity Group
Illinois
$2.02M +$344K +2,879 +20%
GRP
215
Global Retirement Partners
California
$2.01M -$82.9K -695 -4%
OMC
216
Old Mission Capital
Illinois
$1.99M -$7.63M -63,970 -79%
Renaissance Technologies
217
Renaissance Technologies
New York
$1.98M +$1.98M +16,600 New
CCMD
218
Cypress Capital Management (Delaware)
Delaware
$1.96M -$950K -7,965 -33%
Deutsche Bank
219
Deutsche Bank
Germany
$1.94M +$632K +5,300 +48%
SB
220
Simmons Bank
Arkansas
$1.94M -$52.5K -440 -3%
TCM
221
Twele Capital Management
Minnesota
$1.94M -$504K -4,223 -21%
BHB
222
Bank Hapoalim BM
Israel
$1.94M -$2.12M – –
Franklin Resources
223
Franklin Resources
California
$1.93M – – –
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$1.93M -$8.79M -73,623 -82%
DWT
225
Dorsey & Whitney Trust
South Dakota
$1.91M +$1.91M +16,017 New
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