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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

369 hedge funds and large institutions have $7.71B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
8.1%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.92%
New
43
Increased
141
Reduced
120
Closed
42
Calls
$900K
Puts
$3.18M
Net Calls
-$2.28M
Net Calls Change
-$672K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.4B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$593M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$397M
4
Creative Planning
4
Creative Planning
Kansas
$419M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$812K
2
KP
2
Keel Point
Alabama
$58.4M
3
HNB
3
Huntington National Bank
Ohio
$32.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$39.2M
5
RWM
5
Ritholtz Wealth Management
New York
$653K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
226
Baird Financial Group
Wisconsin
$542K -$175K -1,381 -24%
AIP
227
Ameritas Investment Partners
Nebraska
$541K +$3.17K +25 +0.6%
BAM
228
Belpointe Asset Management
Nevada
$540K -$658K -5,189 -55%
NS
229
NewDay Solutions
New Hampshire
$528K +$275K +2,180 +109%
DADC
230
D.A. Davidson & Co
Montana
$522K -$740K -5,835 -59%
TMC
231
Trellus Management Company
Florida
$509K -$25.4K -200 -5%
FFBTD
232
First Financial Bank - Trust Division
Ohio
$492K -$2.41K -19 -0.5%
WA
233
Winfield Associates
Ohio
$485K – – –
SBWM
234
Sunflower Bank Wealth Management
Arizona
$478K -$337K -2,655 -41%
NA
235
NewEdge Advisors
Louisiana
$470K +$470K +3,714 New
SAS
236
Stelac Advisory Services
New York
$453K – – –
BS
237
Banco Santander
Spain
$452K – – –
CL
238
CSS LLC
Illinois
$444K – – –
Comerica Bank
239
Comerica Bank
Texas
$435K +$66.5K +527 +18%
TF
240
Trek Financial
Arizona
$421K -$1.02M -8,017 -71%
AW
241
ACG Wealth
Georgia
$416K -$42.4K -334 -9%
GIM
242
Goelzer Investment Management
Indiana
$402K -$53.3K -420 -12%
PFA
243
Pure Financial Advisors
California
$399K – – –
FC
244
Financial Consulate
Maryland
$398K +$398K +3,142 New
GWA
245
Guidant Wealth Advisors
Illinois
$385K +$253 +2 +0.1%
IDBONY
246
Israel Discount Bank of New York
New York
$384K +$384K +3,032 New
WTC
247
WhitTier Trust Company
Nevada
$379K – – –
CAC
248
Certified Advisory Corp
Florida
$375K +$101K +797 +37%
CAMG
249
CWA Asset Management Group
Florida
$374K -$5.32K -42 -1%
TA
250
TFG Advisers
Michigan
$373K -$1.9K -15 -0.5%
8 9
10
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