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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 %
GPA
351
Garrison Point Advisors
California
$226K +$226K +1,697 New
IA
352
IFP Advisors
Florida
$219K +$29.1K +221 +15%
FEM
353
Fulcrum Equity Management
Texas
$217K +$217K +1,630 New
OIA
354
OneDigital Investment Advisors
Kansas
$216K +$216K +1,623 New
SFA
355
Sequoia Financial Advisors
Ohio
$215K +$215K +1,609 New
SWA
356
SFMG Wealth Advisors
Texas
$210K +$210K +1,574 New
Lido Advisors
357
Lido Advisors
California
$207K -$74.3K -558 -26%
SPIA
358
Steward Partners Investment Advisory
New York
$205K +$57.4K +432 +39%
IFG
359
Investors Financial Group
Minnesota
$204K -$10.4K -78 -5%
NG
360
NWK Group
California
$203K +$18.8K +141 +10%
NAM
361
NTV Asset Management
West Virginia
$200K +$200K +1,500 New
SCG
362
Sonata Capital Group
Washington
$200K +$200K +1,500 New
VCP
363
Verus Capital Partners
Arizona
$199K +$199K +1,489 New
CFGS
364
Concourse Financial Group Securities
Alabama
$188K +$188K +1,407 New
PCIA
365
Prime Capital Investment Advisors
Kansas
$185K +$115K +861 +164%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$160K -$17.8K -133 -10%
SWA
367
Stratos Wealth Advisors
Ohio
$149K +$149K +1,116 New
SQA
368
Simon Quick Advisors
New Jersey
$145K +$145K +1,086 New
TAIM
369
TD Ameritrade Investment Management
Nebraska
$143K -$47.8K -359 -25%
ClearBridge Investments
370
ClearBridge Investments
New York
$142K -$1.86K -14 -1%
BBHC
371
Brown Brothers Harriman & Co
New York
$133K +$133K +1,000 New
PCTC
372
Perkins Coie Trust Company
Washington
$115K – – –
SW
373
SVB Wealth
Massachusetts
$110K -$355K -2,673 -76%
SAM
374
S.A. Mason
Michigan
$103K +$91K +685 +761%
GWM
375
Geneos Wealth Management
Colorado
$86K +$50.5K +382 +142%
13 14
15
16 17