IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

258 hedge funds and large institutions have $4.68B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
6.89%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
31
Increased
90
Reduced
92
Closed
24
Calls
$1.8M
Puts
$5.42M
Net Calls
-$3.62M
Net Calls Change
+$3.15M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$271M
2
Fidelity International
2
Fidelity International
Bermuda
$146M
3
Bank of America
3
Bank of America
North Carolina
$1.57B
4
CC
4
Cedar Capital
Illinois
$41.4M
5
CA
5
Cambridge Associates
Massachusetts
$59M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$142M
2
WI
2
WBI Investments
New Jersey
$950K
3
MAM
3
Meeder Asset Management
Ohio
$17.5M
4
SAS
4
Sage Advisory Services
Texas
$0
5
Wells Fargo
5
Wells Fargo
California
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
251
Mariner
Kansas
$7K +$7K +56 New
GWS
252
Glassman Wealth Services
Virginia
$6K +$6K +49 New
JFGIW
253
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K – – –
AA
254
AlphaMark Advisors
Kentucky
$5K – – –
CAL
255
Capital Advisors Ltd
Ohio
$5K +$5K +40 New
GI
256
Gradient Investments
Minnesota
$4K -$1.09K -9 -21%
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
SEI Investments
258
SEI Investments
Pennsylvania
$4K +$4K +33 New
WP
259
WealthPLAN Partners
Nebraska
$3.15K -$260K -2,065 -99%
HW
260
Hedeker Wealth
Illinois
$372 +$372 +47 New
SAS
261
Sage Advisory Services
Texas
– -$35.6M -279,569 Closed
Natixis Advisors
262
Natixis Advisors
Massachusetts
– -$5.77M -45,279 Closed
LOAMS
263
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$5.76M -45,228 Closed
EC
264
Estate Counselors
Wisconsin
– -$5.07M -39,830 Closed
SCM
265
SCS Capital Management
Massachusetts
– -$4.95M -38,900 Closed
KC
266
Kingfisher Capital
North Carolina
– -$2.38M -18,679 Closed
Allianz Asset Management
267
Allianz Asset Management
Germany
– -$1.85M -14,537 Closed
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
– -$1.44M -11,340 Closed
SI
269
SII Investments
Wisconsin
– -$1.38M -10,885 Closed
IPC
270
Independent Portfolio Consultants
Florida
– -$811K -6,365 Closed
Millennium Management
271
Millennium Management
New York
– -$536K -4,207 Closed
PAS
272
Park Avenue Securities
New York
– -$512K -4,015 Closed
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
– -$491K -3,853 Closed
CCMG
274
Clark Capital Management Group
Pennsylvania
– -$434K -3,475 Closed
NIA
275
Northstar Investment Advisors
Colorado
– -$327K -2,571 Closed
8 9 10
11
12