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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

459 hedge funds and large institutions have $8.61B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+53
Holders Change %
+13.05%
% of All Funds
10.14%
Holding in Top 10
56
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+33.33%
% of All Funds
1.24%
New
106
Increased
151
Reduced
143
Closed
43
Calls
$14.6M
Puts
$62.5M
Net Calls
-$47.8M
Net Calls Change
-$54.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$339M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$286M
3
SCM
SCS Capital Management
Massachusetts
+$243M
4
Truist Financial
Truist Financial
North Carolina
+$138M
5
RWM
Ritholtz Wealth Management
New York
+$133M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.12B
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$53.2M
3
AA
Ancora Advisors
Ohio
-$34.7M
4
HNB
Huntington National Bank
Ohio
-$33.6M
5
Prudential Financial
Prudential Financial
New Jersey
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
276
Zacks Investment Management
Illinois
$489K +$489K +3,664 New
PFP
277
Pinnacle Financial Partners
Tennessee
$484K +$215K +1,610 +80%
SF
278
Synovus Financial
Georgia
$472K +$391K +2,934 +485%
OAM
279
Oppenheimer Asset Management
New York
$467K +$467K +3,499 New
EWA
280
ERTS Wealth Advisors
Michigan
$463K -$14.7M -110,218 -97%
BAM
281
Belpointe Asset Management
Nevada
$460K -$265K -1,988 -37%
VC
282
Vicus Capital
Pennsylvania
$448K -$35.6K -267 -7%
CAMG
283
CWA Asset Management Group
Florida
$446K -$60.9K -457 -12%
SGI
284
Swan Global Investments
Colorado
$440K -$137K -1,024 -24%
9WM
285
9258 Wealth Management
Ohio
$440K +$440K +3,304 New
Comerica Bank
286
Comerica Bank
Texas
$437K +$15.1K +113 +4%
SGAM
287
Stephens Group Asset Management
Arkansas
$428K – – –
BWM
288
BerganKDV Wealth Management
Minnesota
$422K -$191K -1,434 -31%
SAS
289
Stelac Advisory Services
New York
$421K +$223K +1,674 +113%
WI
290
Wintrust Investments
Illinois
$416K +$416K +3,118 New
FC
291
Financial Consulate
Maryland
$415K -$136K -1,022 -25%
PFA
292
Pure Financial Advisors
California
$412K -$9.86K -74 -2%
JWM
293
Jackson Wealth Management
Florida
$410K +$410K +3,067 New
PA
294
Parallel Advisors
California
$408K +$5.99K +45 +1%
GLA
295
Good Life Advisors
Pennsylvania
$403K +$403K +3,013 New
TNBTD
296
Trustmark National Bank Trust Department
Mississippi
$398K – – –
PA
297
PFG Advisors
Arizona
$393K +$393K +2,946 New
LCH
298
Lee Capital Holdings
New York
$389K -$25K -187 -6%
IAS
299
IMA Advisory Services
Colorado
$387K – – –
TA
300
TFG Advisers
Michigan
$381K -$7.19K -54 -2%
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12
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