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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 %
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
DWM
327
Doyle Wealth Management
Florida
$4K +$4K +30 New
LWM
328
Liberty Wealth Management
California
$4K +$4K +37 New
SIS
329
Sound Income Strategies
Florida
$3K -$9.63K -77 -76%
PGWM
330
Parisi Gray Wealth Management
New Jersey
$3K – – –
GRP
331
Global Retirement Partners
California
$2K -$1.46M -9,484 -100%
BFC
332
Bedel Financial Consulting
Indiana
$2K – – –
WB
333
Webster Bank
Connecticut
$2K – – –
CWM
334
Catamount Wealth Management
Connecticut
$2K +$2K +17 New
TWA
335
TCI Wealth Advisors
Arizona
$2K +$2K +18 New
BOPW
336
Brandywine Oak Private Wealth
Pennsylvania
$2K +$2K +21 New
BCA
337
Berman Capital Advisors
Georgia
$2K +$2K +23 New
UBS AM
338
UBS AM
Illinois
$1.09K – – –
GI
339
Gradient Investments
Minnesota
$1K – – –
CFN
340
Cordasco Financial Network
Florida
$1K – – –
AIC
341
Archer Investment Corporation
Indiana
$1K +$1K +10 New
HI
342
Human Investing
Oregon
$1K +$1K +11 New
TRCT
343
Tower Research Capital (TRC)
New York
$1K +$1K +12 New
NA
344
NewEdge Advisors
Louisiana
$283 +$283 +2,333 New
EFS
345
Edelman Financial Services
Virginia
– -$240M -2,014,953 Closed
VCM
346
Virtue Capital Management
Tennessee
– -$30.5M -256,022 Closed
Millennium Management
347
Millennium Management
New York
– -$7.55M -63,442 Closed
VAM
348
Visionary Asset Management
Texas
– -$5.15M -43,273 Closed
RA
349
RFG Advisory
Alabama
– -$4.07M -34,195 Closed
Jane Street
350
Jane Street
New York
– -$2.53M -21,279 Closed
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