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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

490 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.

Holders
490
Holders Change
+31
Holders Change %
+6.75%
% of All Funds
10.07%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
1.03%
New
86
Increased
193
Reduced
142
Closed
53
Calls
$28.4M
Puts
$151M
Net Calls
-$123M
Net Calls Change
-$75.1M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$529M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$674M
3
Ameriprise
3
Ameriprise
Minnesota
$248M
4
FIM
4
Freedom Investment Management
Connecticut
$101M
5
AssetMark Inc
5
AssetMark Inc
California
$80.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.63B
2
RWM
2
Ritholtz Wealth Management
New York
$6.05M
3
TWM
3
Tanglewood Wealth Management
Texas
$0
4
Truist Financial
4
Truist Financial
North Carolina
$118M
5
Morgan Stanley
5
Morgan Stanley
New York
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
SYBT
226
Stock Yards Bank & Trust
Kentucky
$1.42M 10,582 – –
AIM
227
Acropolis Investment Management
Missouri
$1.41M 10,563 -1,144 -10%
TW
228
Transform Wealth
Colorado
$1.4M 10,485 +8,116 +343%
AWA
229
Arete Wealth Advisors
Illinois
$1.37M 10,230 -678 -6%
TCA
230
Transcend Capital Advisors
New Jersey
$1.36M 10,157 -3,887 -28%
CRWM
231
Castle Rock Wealth Management
California
$1.35M 10,039 +793 +9%
WIP
232
Wellesley Investment Partners
Massachusetts
$1.34M 10,032 +1,175 +13%
HAS
233
HBW Advisory Services
California
$1.33M 9,981 +7,460 +296%
QA
234
Quantitative Advantage
Minnesota
$1.31M 9,818 -70,057 -88%
MFG
235
Menard Financial Group
Texas
$1.3M 9,685 -1,556 -14%
WS
236
Wedbush Securities
California
$1.26M 9,442 +9,442 New
LJAC
237
L.J. Altfest & Co
New York
$1.25M 9,310 -4,879 -34%
BWAM
238
Boyd Watterson Asset Management
Ohio
$1.19M 8,873 -3,670 -29%
SC
239
Scotia Capital
Ontario, Canada
$1.17M 8,766 +980 +13%
CA
240
Clearstead Advisors
Ohio
$1.15M 8,593 – –
DWM
241
Dakota Wealth Management
Florida
$1.11M 8,276 +273 +3%
APC
242
Aspire Private Capital
North Carolina
$1.09M 8,140 +8,140 New
IWC
243
Integrated Wealth Concepts
Massachusetts
$1.08M 8,094 -114,912 -93%
PAG
244
Private Advisory Group
Washington
$1.08M 8,048 +8,048 New
ANTB
245
AMG National Trust Bank
Colorado
$1.07M 8,035 +8,035 New
CI
246
Cavalier Investments
Georgia
$1.06M 7,902 +22 +0.3%
EH
247
Equitable Holdings
New York
$1.05M 7,853 +1,518 +24%
MIFH
248
Migdal Insurance & Financial Holdings
Israel
$1.04M 7,805 +590 +8%
PWM
249
Perigon Wealth Management
California
$1.04M 7,796 -286 -4%
IFA
250
Interactive Financial Advisors
Illinois
$1.04M 7,763 -250 -3%
8 9
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