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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

490 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+31
Holders Change %
+6.75%
% of All Funds
10.07%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
1.03%
New
86
Increased
193
Reduced
142
Closed
53
Calls
$28.4M
Puts
$151M
Net Calls
-$123M
Net Calls Change
-$75.1M

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$529M
2
Financial Engines Advisors
Financial Engines Advisors
California
$674M
3
Ameriprise
Ameriprise
Minnesota
$248M
4
FIM
Freedom Investment Management
Connecticut
$101M
5
AssetMark Inc
AssetMark Inc
California
$80.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.63B
2
RWM
Ritholtz Wealth Management
New York
$6.05M
3
TWM
Tanglewood Wealth Management
Texas
$0
4
Truist Financial
Truist Financial
North Carolina
$118M
5
Morgan Stanley
Morgan Stanley
New York
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
326
Compass Ion Advisors
Pennsylvania
$414K +$62.9K +471 +18%
TNBTD
327
Trustmark National Bank Trust Department
Mississippi
$399K – – –
TA
328
TFG Advisers
Michigan
$398K +$15.8K +118 +4%
ATC
329
Argent Trust Co
Tennessee
$394K +$125K +939 +47%
TSS
330
Two Sigma Securities
New York
$391K +$391K +2,925 New
IAS
331
IMA Advisory Services
Colorado
$388K – – –
MA
332
MUFG Americas
New York
$380K -$249K -989 -40%
WIC
333
Whitegate Investment Counselors
New Hampshire
$380K +$380K +2,843 New
HCM
334
Hudson Capital Management
New Jersey
$374K +$10.7K +80 +3%
LAS
335
Lloyd Advisory Services
Georgia
$372K +$320K +2,397 +619%
EWM
336
Evercore Wealth Management
New York
$370K – – –
Verition Fund Management
337
Verition Fund Management
Connecticut
$369K +$369K +2,758 New
DADC
338
D.A. Davidson & Co
Montana
$367K -$152K -1,140 -29%
RCAG
339
Rehmann Capital Advisory Group
Michigan
$364K -$11.1K -83 -3%
B
340
Bellecapital
Switzerland
$360K +$49.9K +374 +16%
DIP
341
DT Investment Partners
Pennsylvania
$359K +$359K +2,689 New
Barclays
342
Barclays
United Kingdom
$353K +$353K +2,643 New
DJSG
343
D.J. St. Germain
Massachusetts
$350K – – –
PA
344
PFG Advisors
Arizona
$346K -$47.9K -358 -12%
TIM
345
Total Investment Management
Arizona
$346K +$346K +2,588 New
HPC
346
Hobart Private Capital
North Carolina
$346K +$346K +2,586 New
WTC
347
WhitTier Trust Company
Nevada
$344K -$16.7K -125 -5%
SP
348
Successful Portfolios
Florida
$334K -$3.35K -25 -1%
GIM
349
Goelzer Investment Management
Indiana
$333K +$28.3K +212 +9%
BPCA
350
Bank Pictet & Cie (Asia)
Singapore
$332K – – –
12 13
14
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