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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

472 hedge funds and large institutions have $8.59B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 211 increasing their positions, 148 reducing their positions, and 60 closing their positions.

Holders
472
Holders Change
-18
Holders Change %
-3.67%
% of All Funds
9.55%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.99%
New
46
Increased
211
Reduced
148
Closed
60
Calls
$48.9M
Puts
$172M
Net Calls
-$123M
Net Calls Change
-$51K

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$601M
2
JHCM
2
Juniper Hill Capital Management
California
$169M
3
FGA
3
Fortis Group Advisors
New Jersey
$45M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$44.7M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$717M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.12B
2
PAG
2
Pinnacle Advisory Group
Maryland
$1.24M
3
Mariner
3
Mariner
Kansas
$0
4
Jane Street
4
Jane Street
New York
$0
5
AssetMark Inc
5
AssetMark Inc
California
$42.7M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.12B 8,362,519 -3,813,486 -31%
Financial Engines Advisors
2
Financial Engines Advisors
California
$717M 5,367,526 +325,857 +6%
Creative Planning
3
Creative Planning
Kansas
$603M 4,515,119 +267,785 +6%
SCM
4
SCS Capital Management
Massachusetts
$601M 4,502,249 +543,556 +14%
PCA
5
Personal Capital Advisors
California
$459M 3,438,785 +208,731 +6%
Bank of America
6
Bank of America
North Carolina
$414M 3,100,560 -281,924 -8%
Ameriprise
7
Ameriprise
Minnesota
$266M 1,993,406 +132,833 +7%
Morgan Stanley
8
Morgan Stanley
New York
$225M 1,680,658 +49,666 +3%
Wells Fargo
9
Wells Fargo
California
$213M 1,595,735 +186,658 +13%
UBS Group
10
UBS Group
Switzerland
$212M 1,588,929 +150,531 +10%
JHCM
11
Juniper Hill Capital Management
California
$169M 1,261,572 +411,300 +48%
LPL Financial
12
LPL Financial
California
$143M 1,068,208 +67,038 +7%
MMI
13
Matson Money Inc
Ohio
$139M 1,038,454 -11,082 -1%
Stifel Financial
14
Stifel Financial
Missouri
$115M 858,086 +4,785 +0.6%
CPO
15
Cerity Partners OCIO
New York
$111M 834,386 +80,331 +11%
MG
16
Mather Group
Illinois
$105M 787,537 +138,540 +21%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$101M 753,998 -122,539 -14%
Truist Financial
18
Truist Financial
North Carolina
$95.3M 713,408 -167,216 -19%
FIM
19
Freedom Investment Management
Connecticut
$94.3M 705,798 -51,309 -7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$90.5M 677,320 +144,252 +27%
Bank Julius Baer & Co
21
Bank Julius Baer & Co
Switzerland
$73.4M 549,087 +69,173 +14%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$71.5M 535,447 +81,106 +18%
SFG
23
SNS Financial Group
Minnesota
$69.2M 518,185 +152,583 +42%
KeyBank National Association
24
KeyBank National Association
Ohio
$60.9M 456,031 -2,580 -0.6%
BlackRock
25
BlackRock
New York
$58.7M 439,321 +20,141 +5%
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