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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 %
WA
251
Winfield Associates
Ohio
$1.03M 7,695 +1,870 +32%
NCM
252
Novare Capital Management
North Carolina
$1.03M 7,680 +280 +4%
TW
253
TrinityPoint Wealth
Connecticut
$1.01M 7,585 -1,876 -20%
CAC
254
Certified Advisory Corp
Florida
$1M 7,512 +2,353 +46%
FAIM
255
Financial Advocates Investment Management
Washington
$994K 7,474 +3,126 +72%
PFG
256
Pacific Financial Group
Washington
$974K 7,302 – –
GG
257
Gofen & Glossberg
Illinois
$972K 7,275 – –
WIA
258
World Investment Advisors
California
$926K 6,939 -11,017 -61%
TFA
259
Transamerica Financial Advisors
Florida
$920K 6,880 +6,880 New
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$902K 6,747 +6,747 New
WSFS
261
Wilmington Savings Fund Society
Delaware
$895K 6,694 -106 -2%
PI
262
PFS Investments
Georgia
$889K 6,647 +6,647 New
CC
263
Cedar Capital
Illinois
$877K 6,561 -37,349 -85%
Fidelity Investments
264
Fidelity Investments
Massachusetts
$873K 6,530 +257 +4%
ETS
265
ESL Trust Services
New York
$866K 6,485 +1,282 +25%
SF
266
Synovus Financial
Georgia
$860K 6,432 +2,893 +82%
WCG
267
Weaver Consulting Group
California
$842K 6,300 -303 -5%
BPC
268
Banque Pictet & Cie
Switzerland
$839K 6,273 +158 +3%
JWCA
269
J.W. Coons Advisors
Ohio
$828K 6,219 -30 -0.5%
GRP
270
Global Retirement Partners
California
$826K 6,180 -529 -8%
CNB
271
Camden National Bank
Maine
$821K 6,143 +1,192 +24%
HFG
272
Heron Financial Group
New York
$817K 6,120 -45 -0.7%
HPC
273
HM Payson & Co
Maine
$802K 6,000 -6,183 -51%
CFGS
274
Concourse Financial Group Securities
Alabama
$801K 5,990 +4,583 +326%
RA
275
RFG Advisory
Alabama
$799K 5,976 -33 -0.5%
9 10
11
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