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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

371 hedge funds and large institutions have $5.72B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
8.07%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.89%
New
51
Increased
140
Reduced
126
Closed
38
Calls
$5.58M
Puts
$7.19M
Net Calls
-$1.61M
Net Calls Change
+$1.82M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$362M
2
FIM
Freedom Investment Management
Connecticut
$117M
3
TWM
Tanglewood Wealth Management
Texas
$72.1M
4
EB
Eastern Bank
Massachusetts
$58.8M
5
SFG
SNS Financial Group
Minnesota
$40.4M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$0
2
LJAC
L.J. Altfest & Co
New York
$6.24M
3
HNB
Huntington National Bank
Ohio
$29.2M
4
SAS
Sage Advisory Services
Texas
$0
5
CPO
Cerity Partners OCIO
New York
$74.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
226
Shepherd Financial Partners
Massachusetts
$563K +$10.1K +80 +2%
FGAM
227
Financial Gravity Asset Management
Texas
$557K +$304K +2,418 +120%
AIP
228
Ameritas Investment Partners
Nebraska
$533K -$13.8K -110 -3%
TMC
229
Trellus Management Company
Florida
$530K – – –
AWA
230
Arete Wealth Advisors
Illinois
$530K +$8.8K +70 +2%
BWM
231
BerganKDV Wealth Management
Minnesota
$507K -$75.7K -602 -13%
MA
232
MUFG Americas
New York
$502K -$99.4K -791 -17%
FFBTD
233
First Financial Bank - Trust Division
Ohio
$490K -$1.63K -13 -0.3%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$486K -$177K -1,404 -27%
WA
235
Winfield Associates
Ohio
$481K – – –
PAS
236
Partnervest Advisory Services
California
$478K +$478K +3,801 New
CWM
237
Cornerstone Wealth Management
Missouri
$462K +$462K +3,677 New
AW
238
ACG Wealth
Georgia
$454K – – –
GIM
239
Goelzer Investment Management
Indiana
$451K -$30K -239 -6%
SAS
240
Stelac Advisory Services
New York
$450K +$308K +2,448 +217%
BS
241
Banco Santander
Spain
$448K – – –
CL
242
CSS LLC
Illinois
$440K – – –
SG Americas Securities
243
SG Americas Securities
New York
$438K -$6.16M -49,048 -93%
PFA
244
Pure Financial Advisors
California
$395K +$19.7K +157 +5%
AWM
245
AE Wealth Management
Kansas
$388K +$147K +1,169 +61%
GWA
246
Guidant Wealth Advisors
Illinois
$382K +$1.01K +8 +0.3%
CAMG
247
CWA Asset Management Group
Florida
$377K +$16.7K +133 +5%
WTC
248
WhitTier Trust Company
Nevada
$376K – – –
PA
249
Parallel Advisors
California
$376K +$354K +2,812 +1,589%
TA
250
TFG Advisers
Michigan
$372K -$17K -135 -4%
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