IEI icon

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
$2.12B
2
Financial Engines Advisors
Financial Engines Advisors
California
$558M
3
SCM
SCS Capital Management
Massachusetts
$243M
4
Truist Financial
Truist Financial
North Carolina
$184M
5
RWM
Ritholtz Wealth Management
New York
$134M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$441M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M
3
AA
Ancora Advisors
Ohio
$21.3M
4
HNB
Huntington National Bank
Ohio
$32.8M
5
Prudential Financial
Prudential Financial
New Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
401
Valeo Financial Advisors
Indiana
$41K – – –
TCOV
402
Trust Company of Vermont
Vermont
$37K +$37K +275 New
MHR
403
Matthew Hamilton Rosenberg
$36K +$36K +266 New
CFO
404
CVA Family Office
Colorado
$35K +$35K +266 New
FHA
405
Flagship Harbor Advisors
Massachusetts
$34K +$6.62K +50 +24%
FEG
406
Financial Enhancement Group
Indiana
$33K – – –
BNP Paribas Financial Markets
407
BNP Paribas Financial Markets
France
$32.8K -$25.7K -193 -44%
LFG
408
Larson Financial Group
Missouri
$32K -$264 -2 -0.8%
AIC
409
Ameritas Investment Company
Nebraska
$31K -$1.85K -14 -6%
FANJ
410
Financial Architects (New Jersey)
New Jersey
$30K – – –
CTC
411
Central Trust Company
Missouri
$29K -$6.04K -45 -17%
CAM
412
Caprin Asset Management
Virginia
$29K +$29K +219 New
IA
413
Independence Advisors
Pennsylvania
$28K +$10.5K +79 +60%
BCA
414
Bray Capital Advisors
Florida
$27K – – –
CAN
415
Claraphi Advisory Network
United States
$27K +$27K +203 New
CCM
416
Covington Capital Management
California
$23K – – –
SIC
417
Salem Investment Counselors
North Carolina
$23K – – –
IRC
418
Investors Research Corp
Georgia
$22K +$22K +168 New
FMP
419
Financial Management Professionals
Texas
$18K +$18K +132 New
TAM
420
Townsend Asset Management
North Carolina
$15K – – –
DWM
421
Darwin Wealth Management
Florida
$15K +$15K +119 New
HF
422
Halpern Financial
Virginia
$14.4K -$29.6K -222 -67%
QCG
423
Quadrant Capital Group
Ohio
$14K +$14K +103 New
WAP
424
Wealthcare Advisory Partners
Pennsylvania
$14K +$13.7K +106 +5,300%
CFB
425
Cullen/Frost Bankers
Texas
$13K -$16.2K -121 -56%
15 16
17
18 19