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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
+$265M
2
FIM
Freedom Investment Management
Connecticut
+$103M
3
TWM
Tanglewood Wealth Management
Texas
+$57.1M
4
EB
Eastern Bank
Massachusetts
+$42.1M
5
SFG
SNS Financial Group
Minnesota
+$40.4M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$121M
2
LJAC
L.J. Altfest & Co
New York
-$50.4M
3
HNB
Huntington National Bank
Ohio
-$22.1M
4
SAS
Sage Advisory Services
Texas
-$20.7M
5
CPO
Cerity Partners OCIO
New York
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
376
FDx Advisors
Illinois
– -$8.98M -72,913 Closed
Natixis Advisors
377
Natixis Advisors
Massachusetts
– -$7.46M -60,522 Closed
RBCM
378
Raub Brock Capital Management
California
– -$5.83M -47,340 Closed
CI
379
Cavalier Investments
Georgia
– -$4.17M -33,838 Closed
Mirae Asset Global Investments
380
Mirae Asset Global Investments
South Korea
– -$886K -7,190 Closed
PAS
381
Park Avenue Securities
New York
– -$685K -5,593 Closed
ACM
382
AlphaStar Capital Management
North Carolina
– -$550K -4,464 Closed
BFIM
383
Beese Fulmer Investment Management
Ohio
– -$538K -4,363 Closed
PFP
384
Pinnacle Financial Partners
Tennessee
– -$478K -3,882 Closed
KPAG
385
KLS Professional Advisors Group
New York
– -$370K -3,000 Closed
BOTW
386
Bank of the West
California
– -$328K -2,663 Closed
WP
387
WealthSource Partners
California
– -$309K -2,506 Closed
PFA
388
Pettinga Financial Advisors
Indiana
– -$302K -2,455 Closed
CAN
389
Claraphi Advisory Network
United States
– -$240K -1,948 Closed
SS
390
Simplicity Solutions
Minnesota
– -$239K -1,939 Closed
SI
391
Stephens Inc
Arkansas
– -$237K -1,923 Closed
HIC
392
Holderness Investments Company
North Carolina
– -$212K -1,720 Closed
BAS
393
Brown Advisory Securities
Maryland
– -$211K -1,711 Closed
HDIM
394
Hanson & Doremus Investment Management
Vermont
– -$182K -1,477 Closed
LHC
395
Little House Capital
Massachusetts
– -$143K -1,168 Closed
Simplex Trading
396
Simplex Trading
Illinois
– -$126K -1,028 Closed
SWP
397
Strategic Wealth Partners
Ohio
– -$113K -926 Closed
SEI Investments
398
SEI Investments
Pennsylvania
– -$56K -520 Closed
NWM
399
Northwest Wealth Management
Iowa
– -$43K -351 Closed
GCA
400
Genesee Capital Advisors
New York
– -$30K -243 Closed
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16
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