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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.

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
1
Charles Schwab
California
$276M
2
TWM
2
Tanglewood Wealth Management
Texas
$116M
3
Jane Street
3
Jane Street
New York
$222M
4
Stifel Financial
4
Stifel Financial
Missouri
$225M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$201M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$319M
2
MAM
2
Meeder Asset Management
Ohio
$493K
3
KAM
3
Kensington Asset Management
Texas
$45M
4
AP
4
Advisors Preferred
Maryland
$44.8M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
1
Personal Capital Advisors
California
$658M 5,394,205 +273,019 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$601M 4,924,962 -86,011 -2%
Creative Planning
3
Creative Planning
Kansas
$370M 3,029,194 -448,163 -13%
Bank of America
4
Bank of America
North Carolina
$341M 2,795,264 -563,372 -17%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$319M 2,616,982 -1,177,325 -31%
Charles Schwab
6
Charles Schwab
California
$276M 2,260,950 +2,040,151 +924%
Morgan Stanley
7
Morgan Stanley
New York
$258M 2,113,174 +276,385 +15%
AssetMark Inc
8
AssetMark Inc
California
$246M 2,018,927 -224,725 -10%
Stifel Financial
9
Stifel Financial
Missouri
$225M 1,847,575 +775,021 +72%
Jane Street
10
Jane Street
New York
$222M 1,821,737 +933,215 +105%
Ameriprise
11
Ameriprise
Minnesota
$221M 1,814,541 +277,362 +18%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$201M 1,650,476 +718,092 +77%
LPL Financial
13
LPL Financial
California
$198M 1,626,366 +167,376 +11%
MMI
14
Matson Money Inc
Ohio
$173M 1,416,472 +68,189 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$169M 1,381,695 -180,769 -12%
Wells Fargo
16
Wells Fargo
California
$158M 1,297,060 +41,987 +3%
CPO
17
Cerity Partners OCIO
New York
$157M 1,288,217 +42,259 +3%
SCM
18
SCS Capital Management
Massachusetts
$147M 1,204,096 +166,255 +16%
BlackRock
19
BlackRock
New York
$129M 1,054,669 +192,872 +22%
UBS Group
20
UBS Group
Switzerland
$118M 966,770 -50,692 -5%
TWM
21
Tanglewood Wealth Management
Texas
$116M 950,466 +950,466 New
WA
22
WestEnd Advisors
North Carolina
– – -451,320 Closed
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$72.8M 596,553 +546,724 +1,097%
SFG
24
SNS Financial Group
Minnesota
$71.8M 588,278 -19,834 -3%
HCM
25
Hilton Capital Management
New York
$64.1M 525,220 +525,220 New
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