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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.82B 13,974,670 +2,127,922 +18%
Financial Engines Advisors
2
Financial Engines Advisors
California
$673M 5,179,808 -251,446 -5%
PCA
3
Personal Capital Advisors
California
$536M 4,127,054 +472,813 +13%
SCM
4
SCS Capital Management
Massachusetts
$527M 4,059,008 +283,820 +8%
Creative Planning
5
Creative Planning
Kansas
$527M 4,056,592 -433,409 -10%
Bank of America
6
Bank of America
North Carolina
$390M 3,002,877 -121,830 -4%
Morgan Stanley
7
Morgan Stanley
New York
$232M 1,784,871 -24,984 -1%
Wells Fargo
8
Wells Fargo
California
$222M 1,712,130 +280,821 +20%
Ameriprise
9
Ameriprise
Minnesota
$222M 1,704,679 -144,227 -8%
LPL Financial
10
LPL Financial
California
$173M 1,328,086 +109,271 +9%
MMI
11
Matson Money Inc
Ohio
$159M 1,222,281 +164,834 +16%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$153M 1,176,811 +517,442 +78%
UBS Group
13
UBS Group
Switzerland
$147M 1,135,429 -387,780 -25%
MG
14
Mather Group
Illinois
$139M 1,066,527 +118,382 +12%
CPO
15
Cerity Partners OCIO
New York
$132M 1,014,240 +82,931 +9%
BlackRock
16
BlackRock
New York
$113M 870,976 +374,176 +75%
Stifel Financial
17
Stifel Financial
Missouri
$107M 821,047 -20,099 -2%
Truist Financial
18
Truist Financial
North Carolina
$101M 777,858 +38,971 +5%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$98.6M 758,908 +143,673 +23%
Citigroup
20
Citigroup
New York
$86.6M 666,844 +537,340 +415%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$83M 639,038 -15,358 -2%
EVM
22
Eaton Vance Management
Massachusetts
$75.7M 582,541 +40,801 +8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$73.7M 567,664 -124,717 -18%
JHCM
24
Juniper Hill Capital Management
California
$72.8M 560,497 +259,700 +86%
SFG
25
SNS Financial Group
Minnesota
$68.9M 530,565 -36,800 -6%
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