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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 %
BBA
376
Braun-Bostich & Associates
Pennsylvania
$85K – – –
WQ
377
Wealth Quarterback
New Jersey
$81.6K -$23.2K -174 -22%
CIAS
378
Capital Investment Advisory Services
North Carolina
$80K +$80K +600 New
YAL
379
Your Advocates Ltd
Texas
$76K +$76K +604 New
HB
380
Horizon Bancorp
Indiana
$74K – – –
RP
381
Rice Partnership
Hawaii
$72K -$150K -1,123 -68%
DI
382
Disciplined Investments
Oklahoma
$71K +$21.3K +159 +43%
DZ Bank
383
DZ Bank
Germany
$70K -$55.2K -410 -44%
BAM
384
Bellevue Asset Management
Washington
$68K +$68K +510 New
CWM
385
Cranbrook Wealth Management
Michigan
$67K – – –
HWA
386
HCR Wealth Advisors
California
$67K +$66.3K +501 +10,020%
CAAS
387
Capital Asset Advisory Services
Michigan
$65K +$7.69K +58 +13%
FCA
388
FinTrust Capital Advisors
South Carolina
$64K -$30.3K -227 -32%
TWP
389
TFO Wealth Partners
Ohio
$59K +$59K +446 New
BAM
390
Barrett Asset Management
New York
$55K – – –
LDFR
391
Lehman & Derafelo Financial Resources
Pennsylvania
$55K +$55K +410 New
JCM
392
Jacobi Capital Management
Pennsylvania
$54K – – –
LAS
393
Lloyd Advisory Services
Georgia
$52K +$29.4K +219 +130%
First Manhattan
394
First Manhattan
New York
$50K – – –
GSWM
395
Golden State Wealth Management
California
$50K +$50K +373 New
PCM
396
Penserra Capital Management
California
$48K +$48K +360 New
GEA
397
Glen Eagle Advisors
New Jersey
$45.3K – – –
WP
398
WealthShield Partners
North Carolina
$44K -$7.66K -58 -15%
BEI
399
Benjamin Edwards Inc
Missouri
$44K +$133 +1 +0.3%
CLOS
400
Compagnie Lombard Odier SCmA
Switzerland
$43K – – –
14 15
16
17 18