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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

301 hedge funds and large institutions have $5.55B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 92 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+16
Holders Change %
+5.61%
% of All Funds
6.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.48%
New
50
Increased
92
Reduced
108
Closed
32
Calls
$1.95M
Puts
$1.92M
Net Calls
+$23K
Net Calls Change
-$376K

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
+$191M
2
Bank of America
Bank of America
North Carolina
+$116M
3
MG
Mather Group
Illinois
+$87.8M
4
Fidelity International
Fidelity International
Bermuda
+$39.1M
5
AssetMark Inc
AssetMark Inc
California
+$34.1M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$149M
2
RIM
Redwood Investment Management
Arizona
-$55.7M
3
SMM
Stadion Money Management
Georgia
-$39.2M
4
Ameriprise
Ameriprise
Minnesota
-$36.5M
5
TWM
Tanglewood Wealth Management
Texas
-$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
226
Peak Asset Management
Colorado
$244K – – –
FNBT
227
FineMark National Bank & Trust
Florida
$237K +$237K +1,972 New
SAS
228
Stelac Advisory Services
New York
$230K – – –
AIIMS
229
Analyst IMS Investment Management Services
Israel
$227K +$10.4K +87 +5%
TAIM
230
TD Ameritrade Investment Management
Nebraska
$222K +$26.7K +222 +14%
CA
231
Calton & Associates
Florida
$217K +$13.9K +116 +7%
EWM
232
Empirical Wealth Management
Washington
$216K -$63.2K -526 -23%
CNB
233
Camden National Bank
Maine
$210K +$210K +1,750 New
SFP
234
Shepherd Financial Partners
Massachusetts
$208K +$208K +1,730 New
NAM
235
NTV Asset Management
West Virginia
$204K -$102K -850 -33%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$203K +$40.6K +339 +25%
WIC
237
Woodmont Investment Counsel
Tennessee
$202K +$202K +1,680 New
SFM
238
Signet Financial Management
New Jersey
$197K -$111K -928 -36%
LFASL
239
Lugano Financial Advisors SA (LFA)
Switzerland
$180K +$180K +1,507 New
HDIM
240
Hanson & Doremus Investment Management
Vermont
$169K – – –
IAS
241
IMA Advisory Services
Colorado
$158K +$158K +1,317 New
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$153K -$11.5K -96 -7%
SWP
243
Strategic Wealth Partners
Ohio
$148K – – –
ClearBridge Investments
244
ClearBridge Investments
New York
$148K +$24.2K +202 +20%
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K -$3.36K -28 -3%
CWM
246
Cranbrook Wealth Management
Michigan
$115K – – –
JCM
247
Jacobi Capital Management
Pennsylvania
$112K +$30K +249 +37%
BRC
248
Bell Rock Capital
Delaware
$110K +$3.37K +28 +3%
SPIA
249
Steward Partners Investment Advisory
New York
$109K -$359K -2,989 -77%
PCTC
250
Perkins Coie Trust Company
Washington
$104K – – –
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10
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