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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

369 hedge funds and large institutions have $7.71B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
8.1%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.92%
New
43
Increased
141
Reduced
120
Closed
42
Calls
$900K
Puts
$3.18M
Net Calls
-$2.28M
Net Calls Change
-$672K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.28B
2
Financial Engines Advisors
Financial Engines Advisors
California
+$339M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$326M
4
Creative Planning
Creative Planning
Kansas
+$54.2M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$52.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$156M
2
KP
Keel Point
Alabama
-$82.6M
3
HNB
Huntington National Bank
Ohio
-$29.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15.9M
5
RWM
Ritholtz Wealth Management
New York
-$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
351
Pin Oak Investment Advisors
Texas
$10K +$10K +79 New
ME
352
McIlrath & Eck
Washington
$9K – – –
QCIG
353
Quad-Cities Investment Group
Iowa
$7K – – –
GEA
354
Glen Eagle Advisors
New Jersey
$5.71K – – –
LWM
355
Liberty Wealth Management
California
$5K – – –
PFGIA
356
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
MSFP
358
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
SIS
359
Sound Income Strategies
Florida
$3K – – –
WB
360
Webster Bank
Connecticut
$2K – – –
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
BFC
362
Bedel Financial Consulting
Indiana
$2K – – –
ETI
363
Enterprise Trust & Investment
California
$2K – – –
UBS AM
364
UBS AM
Illinois
$1.14K – – –
LWM
365
Lenox Wealth Management
Ohio
$1K – – –
BFEC
366
Benjamin F. Edwards & Company
Missouri
$1K – – –
CFN
367
Cordasco Financial Network
Florida
$1K – – –
AIC
368
Archer Investment Corporation
Indiana
$1K – – –
APSP
369
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$1K +9 New
HI
370
Horizon Investments
North Carolina
– -$14.8M -117,477 Closed
Jane Street
371
Jane Street
New York
– -$13.1M -104,081 Closed
PI
372
PFS Investments
Georgia
– -$10.2M -81,088 Closed
FTS
373
Fifth Third Securities
Ohio
– -$3.34M -26,566 Closed
Millennium Management
374
Millennium Management
New York
– -$2.43M -19,284 Closed
CBFP
375
Cedar Brook Financial Partners
Ohio
– -$2M -15,891 Closed
13 14
15
16 17