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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

371 hedge funds and large institutions have $5.72B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
8.07%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.89%
New
51
Increased
140
Reduced
126
Closed
38
Calls
$5.58M
Puts
$7.19M
Net Calls
-$1.61M
Net Calls Change
+$1.82M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$362M
2
FIM
Freedom Investment Management
Connecticut
$117M
3
TWM
Tanglewood Wealth Management
Texas
$72.1M
4
EB
Eastern Bank
Massachusetts
$58.8M
5
SFG
SNS Financial Group
Minnesota
$40.4M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$0
2
LJAC
L.J. Altfest & Co
New York
$6.24M
3
HNB
Huntington National Bank
Ohio
$29.2M
4
SAS
Sage Advisory Services
Texas
$0
5
CPO
Cerity Partners OCIO
New York
$74.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
351
Ropes Wealth Advisors
Massachusetts
$4K +$4K +28 New
CFB
352
Cullen/Frost Bankers
Texas
$4K +$4K +33 New
GI
353
Gradient Investments
Minnesota
$4K +$4K +35 New
DWM
354
Doyle Wealth Management
Florida
$4K +$4K +35 New
SQA
355
Simon Quick Advisors
New Jersey
$3.4K +$3.4K +27 New
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$3K – – –
SIS
357
Sound Income Strategies
Florida
$3K – – –
MSFP
358
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
LWANC
359
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +21 New
JFA
360
JNBA Financial Advisors
Minnesota
$3K +$3K +23 New
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
BFC
362
Bedel Financial Consulting
Indiana
$2K – – –
WB
363
Webster Bank
Connecticut
$2K – – –
ETI
364
Enterprise Trust & Investment
California
$2K +$2K +13 New
MWM
365
Meridian Wealth Management
Kentucky
$1.67K -$629 -500 -27%
UBS AM
366
UBS AM
Illinois
$1.13K – – –
LWM
367
Lenox Wealth Management
Ohio
$1K -$1.65M -21,464 -100%
BFEC
368
Benjamin F. Edwards & Company
Missouri
$1K -$103K -721 -99%
ClearBridge Investments
369
ClearBridge Investments
New York
$1K -$50 -54 -5%
AIC
370
Archer Investment Corporation
Indiana
$1K – – –
CFN
371
Cordasco Financial Network
Florida
$1K – – –
SCM
372
SCS Capital Management
Massachusetts
– -$121M -985,792 Closed
SAS
373
Sage Advisory Services
Texas
– -$20.7M -168,387 Closed
RC
374
Randolph Company
Ohio
– -$18.1M -147,200 Closed
FTUS
375
Flow Traders U.S.
New York
– -$9.27M -75,220 Closed
13 14
15
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