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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 %
RCAG
301
Rehmann Capital Advisory Group
Michigan
$374K +$374K +2,806 New
ACP
302
Aveo Capital Partners
Colorado
$373K +$73.3K +550 +24%
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$369K -$6.01K -45 -2%
EWM
304
Evercore Wealth Management
New York
$369K – – –
HCM
305
Hudson Capital Management
New Jersey
$363K +$134K +1,000 +58%
CA
306
Calton & Associates
Florida
$361K -$6.81M -51,129 -95%
WTC
307
WhitTier Trust Company
Nevada
$361K +$5.07K +38 +1%
CIA
308
Compass Ion Advisors
Pennsylvania
$350K +$350K +2,628 New
DJSG
309
D.J. St. Germain
Massachusetts
$349K – – –
HIC
310
Holderness Investments Company
North Carolina
$347K +$347K +2,600 New
S
311
SignatureFD
Georgia
$338K +$167K +1,255 +98%
SP
312
Successful Portfolios
Florida
$336K – – –
HAS
313
HBW Advisory Services
California
$336K +$336K +2,521 New
MA
314
MUFG Americas
New York
$333K -$24.1K -181 -7%
IC
315
Innealta Capital
Texas
$332K -$421K -3,160 -56%
WIC
316
Woodmont Investment Counsel
Tennessee
$332K -$52.3K -392 -14%
BPCA
317
Bank Pictet & Cie (Asia)
Singapore
$331K – – –
SG
318
StoneX Group
New York
$331K +$331K +2,480 New
TW
319
Transform Wealth
Colorado
$316K -$22.4K -168 -7%
SCM
320
Spreng Capital Management
Ohio
$313K – – –
SWP
321
Stratos Wealth Partners
Ohio
$313K +$67.7K +508 +28%
SNB
322
Security National Bank
Nebraska
$313K +$313K +2,344 New
B
323
Bellecapital
Switzerland
$310K – – –
CAGAS
324
Capital Advisory Group Advisory Services
Minnesota
$306K -$839K -6,252 -73%
Nomura Asset Management
325
Nomura Asset Management
Japan
$305K +$305K +2,285 New
11 12
13
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