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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

150 hedge funds and large institutions have $4.51B invested in iShares 3-7 Year Treasury Bond ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
150
Holders Change
+11
Holders Change %
+7.91%
% of All Funds
4.87%
Holding in Top 10
23
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+130%
% of All Funds
0.75%
New
28
Increased
50
Reduced
58
Closed
15
Calls
–
Puts
$303K
Net Calls
-$303K
Net Calls Change
-$303K

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$1.93B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$218M
3
CSIA
3
Charles Schwab Investment Advisory
California
$175M
4
SB
4
Suntrust Banks
Georgia
$312M
5
PI
5
Placemark Investments
Illinois
$102M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$136M
2
JIR
2
James Investment Research
Ohio
$25.1M
3
CC
3
Curian Capital
Colorado
$18.3M
4
CEMP
4
Compass Efficient Model Portfolios
Tennessee
$204K
5
SIA
5
Spruce Investment Advisors
Connecticut
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
26
Weatherstone Capital Management
Colorado
$24.2M 199,235 +199,235 New
SNC
27
Stifel Nicolaus & Co
Missouri
$23.2M 190,823 -15,837 -8%
SMM
28
Stadion Money Management
Georgia
$22.6M 186,550 -10,498 -5%
NHFG
29
New Harbor Financial Group
Massachusetts
$21.8M 179,280 +179,280 New
CC
30
Curian Capital
Colorado
$18.3M 150,608 -165,501 -52%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$16.3M 134,266 +26,312 +24%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$15M 123,951 +11,624 +10%
MAA
33
Managed Account Advisors
New Jersey
$14.9M 123,052 +55,152 +81%
LWM
34
Lyons Wealth Management
Florida
$13.4M 110,804 +110,804 New
WF
35
WealthTrust Fairport
Ohio
$12.9M 106,395 +13,636 +15%
FA
36
FDx Advisors
Illinois
$10.5M 86,387 +31,949 +59%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$10.2M 83,698 -7,511 -8%
LPL Financial
38
LPL Financial
California
$9.74M 80,595 -13,579 -14%
BPB
39
Badgley, Phelps & Bell
Washington
$8.64M 71,210 +1,567 +2%
Deutsche Bank
40
Deutsche Bank
Germany
$8.48M 69,927 +62,398 +829%
NPC
41
National Planning Corporation
California
$8.33M 68,821 +65,798 +2,177%
TAT
42
TD Ameritrade Trust
Colorado
$7.9M 65,098 -1,646 -2%
BCI
43
Brinker Capital Investments
Pennsylvania
$7.89M 65,000 +10,000 +18%
LG
44
Leuthold Group
Minnesota
$7.51M 61,862 +4,262 +7%
WI
45
WrapManager Inc
California
$7.37M 60,819 +45,372 +294%
BTS
46
BB&T Securities
Virginia
$6.76M 5,573 -2,694 -33%
BRWA
47
B. Riley Wealth Advisors
Florida
$6.69M 55,111 +51,977 +1,658%
NYLIM
48
New York Life Investment Management
New York
$6.18M 50,964 -19,983 -28%
Ameriprise
49
Ameriprise
Minnesota
$6.04M 49,646 -13,079 -21%
HI
50
Horizon Investments
North Carolina
$5.48M 45,197 +45,197 New
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