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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.

Holders
508
Holders Change
+36
Holders Change %
+7.63%
% of All Funds
9.02%
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
BA
4
Bridge Advisory
California
$35.7M
5
PCA
5
Personal Capital Advisors
California
$486M

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B 11,846,748 +3,484,229 +42%
Financial Engines Advisors
2
Financial Engines Advisors
California
$722M 5,431,254 +63,728 +1%
Creative Planning
3
Creative Planning
Kansas
$597M 4,490,001 -25,118 -0.6%
SCM
4
SCS Capital Management
Massachusetts
$502M 3,775,188 -727,061 -16%
PCA
5
Personal Capital Advisors
California
$486M 3,654,241 +215,456 +6%
Bank of America
6
Bank of America
North Carolina
$416M 3,124,707 +24,147 +0.8%
Ameriprise
7
Ameriprise
Minnesota
$246M 1,848,906 -144,500 -7%
Morgan Stanley
8
Morgan Stanley
New York
$241M 1,809,855 +129,197 +8%
UBS Group
9
UBS Group
Switzerland
$203M 1,523,209 -65,720 -4%
Wells Fargo
10
Wells Fargo
California
$190M 1,431,309 -164,426 -10%
LPL Financial
11
LPL Financial
California
$162M 1,218,815 +150,607 +14%
MMI
12
Matson Money Inc
Ohio
$141M 1,057,447 +18,993 +2%
MG
13
Mather Group
Illinois
$126M 948,145 +160,608 +20%
CPO
14
Cerity Partners OCIO
New York
$124M 931,309 +96,923 +12%
Stifel Financial
15
Stifel Financial
Missouri
$112M 841,146 -16,940 -2%
Truist Financial
16
Truist Financial
North Carolina
$98.3M 738,887 +25,479 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$92.1M 692,381 +15,061 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$87.7M 659,369 -94,629 -13%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$87M 654,396 +118,949 +22%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$81.8M 615,235 +66,148 +12%
SFG
21
SNS Financial Group
Minnesota
$75.4M 567,365 +49,180 +9%
EVM
22
Eaton Vance Management
Massachusetts
$72M 541,740 +541,740 New
BlackRock
23
BlackRock
New York
$66.1M 496,800 +57,479 +13%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$64.8M 487,107 +74,584 +18%
KeyBank National Association
25
KeyBank National Association
Ohio
$61.1M 459,722 +3,691 +0.8%
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