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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

344 hedge funds and large institutions have $6.62B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
7.68%
Holding in Top 10
32
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+60%
% of All Funds
0.71%
New
81
Increased
112
Reduced
101
Closed
43
Calls
$2.83M
Puts
$1.57M
Net Calls
+$1.26M
Net Calls Change
+$677K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$204M
2
RWM
Ritholtz Wealth Management
New York
+$128M
3
KP
Keel Point
Alabama
+$122M
4
MLM
Mount Lucas Management
Pennsylvania
+$99.7M
5
Bank of America
Bank of America
North Carolina
+$97.5M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$204M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$166M
3
Ameriprise
Ameriprise
Minnesota
-$91.8M
4
CWM
Cornerstone Wealth Management
Missouri
-$42M
5
KPAG
KLS Professional Advisors Group
New York
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
251
Bar Harbor Wealth Management
New Hampshire
$229K +$229K +1,886 New
DBRC
252
D.B. Root & Company
Pennsylvania
$226K +$226K +1,864 New
MWM
253
Meridian Wealth Management
Kentucky
$219K +$219K +1,800 New
FNT
254
First National Trust
Pennsylvania
$219K +$219K +1,806 New
SC
255
Sepio Capital
Utah
$215K +$215K +1,770 New
CIAS
256
Capital Investment Advisory Services
North Carolina
$212K – – –
DJSG
257
D.J. St. Germain
Massachusetts
$211K – – –
BF
258
BOK Financial
Oklahoma
$211K +$211K +1,742 New
FCA
259
FinTrust Capital Advisors
South Carolina
$210K +$210K +1,727 New
HIC
260
Holderness Investments Company
North Carolina
$208K -$346K -2,849 -62%
NAM
261
NTV Asset Management
West Virginia
$206K – – –
BBA
262
Braun-Bostich & Associates
Pennsylvania
$205K – – –
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$204K -$1.33K -11 -0.6%
CNB
264
Camden National Bank
Maine
$201K +$201K +1,653 New
TAIM
265
TD Ameritrade Investment Management
Nebraska
$188K +$3.77K +31 +2%
HDIM
266
Hanson & Doremus Investment Management
Vermont
$179K – – –
LFASL
267
Lugano Financial Advisors SA (LFA)
Switzerland
$179K – – –
IAS
268
IMA Advisory Services
Colorado
$160K – – –
ClearBridge Investments
269
ClearBridge Investments
New York
$148K +$58.9K +485 +66%
SAS
270
Stelac Advisory Services
New York
$137K – – –
SFA
271
Semmax Financial Advisors
North Carolina
$136K +$136K +1,124 New
GWM
272
Geneos Wealth Management
Colorado
$133K +$37K +307 +39%
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K -$13.7K -113 -9%
CWM
274
Cranbrook Wealth Management
Michigan
$117K – – –
SEI Investments
275
SEI Investments
Pennsylvania
$115K -$22.5K -179 -16%
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11
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