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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

255 hedge funds and large institutions have $3.86B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-3
Holders Change %
-1.16%
% of All Funds
6.38%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.43%
New
41
Increased
85
Reduced
96
Closed
39
Calls
$1.56M
Puts
$19.6M
Net Calls
-$18M
Net Calls Change
-$14.4M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$193M
2
T
2
Thomaspartners
Massachusetts
$57.7M
3
SMA
3
Simply Money Advisors
Ohio
$43.6M
4
Wells Fargo
4
Wells Fargo
California
$191M
5
TWM
5
Tanglewood Wealth Management
Texas
$35.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.12B
2
FIM
2
Freedom Investment Management
Connecticut
$51M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$56M
4
SAC
4
Smith Affiliated Capital
New York
$138M
5
CC
5
Cedar Capital
Illinois
$529K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
251
Next Financial Group
Texas
$6K -$1.25M -10,405 -100%
AOWM
252
Alpha Omega Wealth Management
Virginia
$6K – – –
AA
253
AlphaMark Advisors
Kentucky
$5K – – –
CAL
254
Capital Advisors Ltd
Ohio
$5K – – –
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
GI
256
Gradient Investments
Minnesota
$2K -$1.67K -15 -45%
AA
257
Ancora Advisors
Ohio
$2K +$2K +18 New
Parallax Volatility Advisers
258
Parallax Volatility Advisers
California
$1K +$800 +4 +400%
PP
259
Pension Partners
New York
– -$20.2M -159,641 Closed
SG Americas Securities
260
SG Americas Securities
New York
– -$15.2M -120,485 Closed
MWM
261
Merriman Wealth Management
Washington
– -$7.74M -61,190 Closed
ACM
262
Aviance Capital Management
Florida
– -$4.8M -37,945 Closed
RWM
263
Rezny Wealth Management
Florida
– -$4.42M -34,908 Closed
CIM
264
Confluence Investment Management
Missouri
– -$4.15M -32,815 Closed
MP
265
Manifold Partners
California
– -$3.66M -28,902 Closed
WCM
266
Weatherstone Capital Management
Colorado
– -$2.56M -20,236 Closed
TNBTD
267
Trustmark National Bank Trust Department
Mississippi
– -$2.03M -16,000 Closed
WI
268
WBI Investments
New Jersey
– -$950K -7,507 Closed
ACM
269
Argentus Capital Management
Texas
– -$880K -6,958 Closed
VanEck Associates
270
VanEck Associates
New York
– -$861K -6,802 Closed
CWM
271
Concert Wealth Management
California
– -$830K -6,573 Closed
AWA
272
ARS Wealth Advisors
Florida
– -$829K -6,550 Closed
BFG
273
Beacon Financial Group
Texas
– -$782K -6,169 Closed
KIM
274
Karpus Investment Management
New York
– -$595K -4,700 Closed
AFP
275
Ausdal Financial Partners
Iowa
– -$515K -4,066 Closed
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