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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

490 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.

Holders
490
Holders Change
+31
Holders Change %
+6.75%
% of All Funds
10.07%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
1.03%
New
86
Increased
193
Reduced
142
Closed
53
Calls
$28.4M
Puts
$151M
Net Calls
-$123M
Net Calls Change
-$75.1M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$529M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$674M
3
Ameriprise
3
Ameriprise
Minnesota
$248M
4
FIM
4
Freedom Investment Management
Connecticut
$101M
5
AssetMark Inc
5
AssetMark Inc
California
$80.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.63B
2
RWM
2
Ritholtz Wealth Management
New York
$6.05M
3
TWM
3
Tanglewood Wealth Management
Texas
$0
4
Truist Financial
4
Truist Financial
North Carolina
$118M
5
Morgan Stanley
5
Morgan Stanley
New York
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
CAGAS
376
Capital Advisory Group Advisory Services
Minnesota
$258K 1,928 -352 -15%
IWS
377
Insight Wealth Strategies
California
$254K 1,903 +1,903 New
SG
378
StoneX Group
New York
$247K 1,849 -631 -25%
SWA
379
Stratos Wealth Advisors
Ohio
$241K 1,804 +688 +62%
CWM
380
Cornerstone Wealth Management
Missouri
$241K 1,806 +1,806 New
SLG
381
Stanley-Laman Group
Pennsylvania
$239K 1,786 -1 -0.1%
MAA
382
Matrix Asset Advisors
New York
$239K 1,785 – –
QAM
383
QCI Asset Management
New York
$237K 1,775 +1,775 New
BRWA
384
B. Riley Wealth Advisors
Florida
$236K 1,762 +1,762 New
ECM
385
Evergreen Capital Management
Washington
$231K 1,727 +1,727 New
CCFM
386
Clear Creek Financial Management
Washington
$230K 1,722 +1,722 New
BFG
387
Beacon Financial Group
Texas
$228K 2,627 – –
CCM
388
Crabel Capital Management
California
$228K 1,707 +1,707 New
First Trust Advisors
389
First Trust Advisors
Illinois
$227K 1,700 – –
FFBTD
390
First Financial Bank - Trust Division
Ohio
$226K 1,693 -30 -2%
SPIA
391
Steward Partners Investment Advisory
New York
$222K 1,658 +114 +7%
HIC
392
Holderness Investments Company
North Carolina
$221K 1,650 -950 -37%
GPA
393
Garrison Point Advisors
California
$220K 1,647 -50 -3%
OIA
394
OneDigital Investment Advisors
Kansas
$219K 1,639 +16 +1%
FUBT
395
First United Bank & Trust
Maryland
$219K 1,637 +1,637 New
FNT
396
First National Trust
Pennsylvania
$218K 1,628 -232 -12%
NWM
397
Northwest Wealth Management
Iowa
$211K 1,576 +1,576 New
IA
398
IFP Advisors
Florida
$210K 1,588 -75 -5%
GWM
399
Geneos Wealth Management
Colorado
$209K 1,570 +919 +141%
NG
400
NWK Group
California
$208K 1,556 +34 +2%
14 15
16
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