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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

151 hedge funds and large institutions have $2.12B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+9
Holders Change %
+6.34%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
23
Increased
51
Reduced
58
Closed
13
Calls
$423K
Puts
$773K
Net Calls
-$350K
Net Calls Change
-$134K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$183M
2
Barclays
2
Barclays
United Kingdom
$63.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$53.7M
4
Wells Fargo
4
Wells Fargo
California
$145M
5
SAS
5
Sage Advisory Services
Texas
$22.7M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$136M
2
JIR
2
James Investment Research
Ohio
$56.8M
3
FHA
3
First Horizon Advisors
Tennessee
$156K
4
HI
4
Horizon Investments
North Carolina
$1.79M
5
AssetMark Inc
5
AssetMark Inc
California
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$15.8M +$8.84M +73,248 +127%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$13.5M +$2.68M +22,171 +25%
WF
28
WealthTrust Fairport
Ohio
$13.2M -$117K -973 -0.9%
UBS AM
29
UBS AM
Illinois
$12.1M -$10.2M – –
ECM
30
ETrade Capital Management
Virginia
$11.3M +$8.14M +67,407 +257%
LPL Financial
31
LPL Financial
California
$9.26M -$38.9K -322 -0.4%
BPB
32
Badgley, Phelps & Bell
Washington
$9.17M +$440K +3,647 +5%
BTS
33
BB&T Securities
Virginia
$8.98M +$8.98M +7,443 New
BCI
34
Brinker Capital Investments
Pennsylvania
$8.51M -$1.88M -15,588 -18%
TWM
35
Tanglewood Wealth Management
Texas
$8.29M +$8.29M +68,638 New
UCFA
36
United Capital Financial Advisors
Texas
$7.5M +$7.13M +59,100 +1,929%
FBNAT
37
FirstMerit Bank N.A. Trustee
Ohio
$7.32M +$2.03M +16,838 +38%
TAT
38
TD Ameritrade Trust
Colorado
$7.26M -$597K -4,942 -8%
PCA
39
Personal Capital Advisors
California
$6.91M +$1.93M +15,977 +39%
WCM
40
Wealthcare Capital Management
Virginia
$6.68M -$1.73M -14,365 -21%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$5.87M -$637K -5,279 -10%
Goldman Sachs
42
Goldman Sachs
New York
$4.65M -$5.34M -44,270 -53%
LG
43
Leuthold Group
Minnesota
$4.31M -$11.2K -93 -0.3%
Ameriprise
44
Ameriprise
Minnesota
$4.14M -$2.1M -17,376 -34%
VKH
45
Virtu KCG Holdings
New York
$4.02M +$2.51M +20,825 +167%
FIM
46
Freedom Investment Management
Connecticut
$3.92M +$3.46M +28,669 +759%
RJA
47
Raymond James & Associates
Florida
$3.65M +$3.65M +30,273 New
PAG
48
Pinnacle Advisory Group
Maryland
$3.57M +$3.57M +29,540 New
CS
49
Credit Suisse
Switzerland
$3.4M -$1.34M -11,090 -28%
Millennium Management
50
Millennium Management
New York
$3.39M +$1.81M +14,993 +114%
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