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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

459 hedge funds and large institutions have $8.61B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+53
Holders Change %
+13.05%
% of All Funds
10.14%
Holding in Top 10
56
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+33.33%
% of All Funds
1.24%
New
106
Increased
151
Reduced
143
Closed
43
Calls
$14.6M
Puts
$62.5M
Net Calls
-$47.8M
Net Calls Change
-$54.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$339M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$286M
3
SCM
SCS Capital Management
Massachusetts
+$243M
4
Truist Financial
Truist Financial
North Carolina
+$138M
5
RWM
Ritholtz Wealth Management
New York
+$133M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.12B
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$53.2M
3
AA
Ancora Advisors
Ohio
-$34.7M
4
HNB
Huntington National Bank
Ohio
-$33.6M
5
Prudential Financial
Prudential Financial
New Jersey
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
226
Tortoise Investment Management
New York
$949K -$287K -2,156 -23%
WSFS
227
Wilmington Savings Fund Society
Delaware
$907K +$907K +6,800 New
GRP
228
Global Retirement Partners
California
$895K -$228K -1,712 -20%
CFA
229
Carroll Financial Associates
North Carolina
$889K +$112K +837 +14%
WCG
230
Weaver Consulting Group
California
$880K -$33.1K -248 -4%
FPS
231
Fieldpoint Private Securities
Connecticut
$871K -$18.1K -136 -2%
FCA
232
FLC Capital Advisors
California
$853K -$99.7K -748 -10%
EH
233
Equitable Holdings
New York
$845K +$313K +2,344 +59%
Fidelity Investments
234
Fidelity Investments
Massachusetts
$836K -$191K -1,434 -19%
JWCA
235
J.W. Coons Advisors
Ohio
$832K +$832K +6,249 New
HFG
236
Heron Financial Group
New York
$820K -$116K -872 -12%
CAM
237
Cresset Asset Management
Illinois
$819K +$819K +6,141 New
BPC
238
Banque Pictet & Cie
Switzerland
$815K -$12.7K -95 -2%
RA
239
RFG Advisory
Alabama
$801K +$27.6K +207 +4%
DAS
240
Dynamic Advisor Solutions
Arizona
$799K +$799K +5,992 New
EWM
241
Empirical Wealth Management
Washington
$795K -$95.8K -718 -11%
SRSA
242
S.R. Schill & Associates
Washington
$787K +$12.3K +92 +2%
WA
243
Winfield Associates
Ohio
$777K – – –
PCP
244
Proficio Capital Partners
Massachusetts
$749K -$4.56M -34,170 -86%
VCP
245
Vista Capital Partners
Oregon
$726K -$202K -1,519 -22%
VA
246
Valmark Advisers
Ohio
$723K +$36K +270 +5%
OFG
247
OmniStar Financial Group
North Carolina
$709K +$709K +5,320 New
BWA
248
BDO Wealth Advisors
Florida
$696K -$365K -2,735 -34%
ETS
249
ESL Trust Services
New York
$692K +$692K +5,203 New
CAC
250
Certified Advisory Corp
Florida
$688K +$25.6K +192 +4%
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