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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

261 hedge funds and large institutions have $4.07B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
6.51%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.35%
New
41
Increased
84
Reduced
102
Closed
30
Calls
$307K
Puts
$1.3M
Net Calls
-$997K
Net Calls Change
+$17M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$178M
2
T
2
Thomaspartners
Massachusetts
$106M
3
AssetMark Inc
3
AssetMark Inc
California
$38.1M
4
CA
4
Cambridge Associates
Massachusetts
$99M
5
SCM
5
SCS Capital Management
Massachusetts
$31.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$97.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.6M
3
Wells Fargo
3
Wells Fargo
California
$178M
4
SWA
4
SFMG Wealth Advisors
Texas
$0
5
FEG
5
Fund Evaluation Group
Ohio
$6.78M
Name Market Value Shares Shares
Change 		Shares
Change %
HS
251
Horan Securities
United States
$11K 88 +88 New
PS
252
Portfolio Solutions
Michigan
$9K 71 +71 New
HT
253
Heritage Trust
Oklahoma
$8K 61 +61 New
AOWM
254
Alpha Omega Wealth Management
Virginia
$6K 52 – –
NFG
255
Next Financial Group
Texas
$6K 50 – –
CAL
256
Capital Advisors Ltd
Ohio
$5K 40 – –
RFA
257
Reilly Financial Advisors
California
$5K 37 +37 New
SFG
258
SevenBridge Financial Group
Pennsylvania
$4K 30 -23 -43%
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$4K 34 – –
CFD
260
Creative Financial Designs
Indiana
$3K 22 -210 -91%
CHP
261
Cable Hill Partners
Oregon
$3K 27 +27 New
RFM
262
Royal Fund Management
Florida
$1K 10 +10 New
AF
263
Allworth Financial
California
$1K 11 +11 New
SWA
264
SFMG Wealth Advisors
Texas
– – -106,328 Closed
CCWA
265
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -56,475 Closed
CS
266
Credit Suisse
Switzerland
– – -42,323 Closed
PWS
267
Paragon Wealth Strategies
Florida
– – -31,113 Closed
DS
268
DRW Securities
Illinois
– – -23,483 Closed
HPC
269
HM Payson & Co
Maine
– – -20,867 Closed
PR
270
Payden & Rygel
California
– – -16,234 Closed
TSS
271
Two Sigma Securities
New York
– – -12,655 Closed
FTUS
272
Flow Traders U.S.
New York
– – -12,611 Closed
AF
273
Aldebaran Financial
– – -6,565 Closed
AIA
274
Allegis Investment Advisors
Idaho
– – -3,917 Closed
NG
275
NatWest Group
United Kingdom
– – -3,572 Closed
8 9 10
11
12