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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 %
GIM
326
Goelzer Investment Management
Indiana
$304K -$74.6K -559 -20%
Millennium Management
327
Millennium Management
New York
$301K +$301K +2,254 New
BHWM
328
Bar Harbor Wealth Management
New Hampshire
$300K -$90.2K -678 -23%
SIA
329
SeaBridge Investment Advisors
New Jersey
$299K – – –
SBWM
330
Sunflower Bank Wealth Management
Arizona
$299K +$16K +120 +6%
MA
331
Mutual Advisors
Nebraska
$290K +$13.2K +99 +5%
DBRC
332
D.B. Root & Company
Pennsylvania
$280K -$21.9K -164 -7%
IIA
333
IPG Investment Advisors
California
$272K +$800 +6 +0.3%
Wolverine Trading
334
Wolverine Trading
Illinois
$271K -$864K -6,495 -76%
CBN
335
Cadence Bank NA
Texas
$269K – – –
ATC
336
Argent Trust Co
Tennessee
$268K -$13.3K -100 -5%
AF
337
Advisornet Financial
Minnesota
$264K +$8.14K +61 +3%
PAM
338
Peak Asset Management
Colorado
$257K – – –
FFS
339
Founders Financial Securities
Maryland
$256K +$256K +1,919 New
SCA
340
Spearhead Capital Advisors
Florida
$254K +$254K +1,908 New
FNT
341
First National Trust
Pennsylvania
$248K – – –
JWCA
342
J.W. Cole Advisors
Florida
$245K -$1.49M -11,187 -86%
TFGT
343
TS Financial Group (TSFG)
Illinois
$243K +$189K +1,421 +352%
William Blair & Company
344
William Blair & Company
Illinois
$240K +$8.8K +66 +4%
MAA
345
Matrix Asset Advisors
New York
$238K – – –
SWM
346
Segment Wealth Management
Texas
$238K +$238K +1,782 New
SLG
347
Stanley-Laman Group
Pennsylvania
$238K +$238K +1,787 New
FFBTD
348
First Financial Bank - Trust Division
Ohio
$230K -$186K -1,397 -45%
BFG
349
Beacon Financial Group
Texas
$228K +$43K +496 +23%
First Trust Advisors
350
First Trust Advisors
Illinois
$227K -$320K -2,400 -59%
12 13
14
15 16