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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

293 hedge funds and large institutions have $5.07B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+18
Holders Change %
+6.55%
% of All Funds
6.65%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.36%
New
57
Increased
112
Reduced
79
Closed
37
Calls
$9.34M
Puts
$880K
Net Calls
+$8.46M
Net Calls Change
+$8.57M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$92.4M
2
Stifel Financial
Stifel Financial
Missouri
+$57.8M
3
MAM
Meeder Asset Management
Ohio
+$44.6M
4
AssetMark Inc
AssetMark Inc
California
+$24.4M
5
EFS
Edelman Financial Services
Virginia
+$17.7M

Top Sellers

1
AC
Alleghany Corporation
New York
-$480M
2
FIM
Freedom Investment Management
Connecticut
-$205M
3
CSIA
Charles Schwab Investment Advisory
California
-$86.7M
4
Fidelity International
Fidelity International
Bermuda
-$30.1M
5
Ameriprise
Ameriprise
Minnesota
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
276
Global Retirement Partners
California
$11K +$618 +5 +6%
HS
277
Horan Securities
United States
$11K +$591 +5 +6%
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$11K +$4.5K +36 +69%
VCM
279
Vigilant Capital Management
Maine
$10K +$10K +82 New
ACM
280
Armbruster Capital Management
New York
$9K +$9K +76 New
AIM
281
Advantage Investment Management
Iowa
$8K +$119 +1 +2%
AC
282
Avestar Capital
New York
$7K +$7K +65 New
VCM
283
Virtue Capital Management
Tennessee
$6K +$6K +50 New
NPC
284
National Planning Corporation
California
$5.77K +$5.77K +47 New
RFA
285
Reilly Financial Advisors
California
$5K – – –
CHP
286
Cable Hill Partners
Oregon
$5K +$1.63K +13 +48%
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
SFG
288
SevenBridge Financial Group
Pennsylvania
$4K – – –
PCA
289
Providence Capital Advisors
North Carolina
$4K +$4K +31 New
BHB
290
Bank Hapoalim BM
Israel
$3.74K -$4.42M – –
SIS
291
Sound Income Strategies
Florida
$3K +$3K +24 New
CB
292
CNB Bank
Pennsylvania
$3K +$3K +27 New
FCAS
293
First Command Advisory Services
Texas
$2K +$2K +16 New
GI
294
Gradient Investments
Minnesota
$2K +$2K +18 New
FCMT
295
Founders Capital Management (Texas)
Texas
$1K +$1K +12 New
AC
296
Alleghany Corporation
New York
– -$480M -3,890,000 Closed
CSIA
297
Charles Schwab Investment Advisory
California
– -$86.7M -701,975 Closed
SCM
298
SCS Capital Management
Massachusetts
– -$6.03M -48,797 Closed
TAT
299
TD Ameritrade Trust
Colorado
– -$5.54M -44,986 Closed
GFPC
300
Global Financial Private Capital
Florida
– -$5.5M -44,498 Closed
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