IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

144 hedge funds and large institutions have $1.98B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 18 closing their positions.

Holders
144
Holders Change
-7
Holders Change %
-4.64%
% of All Funds
4.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
13
Increased
48
Reduced
61
Closed
18
Calls
$670K
Puts
$524K
Net Calls
+$146K
Net Calls Change
+$496K

Top Buyers

1
FIM
1
Freedom Investment Management
Connecticut
$86.1M
2
CPO
2
Cerity Partners OCIO
New York
$44.1M
3
MAA
3
Managed Account Advisors
New Jersey
$46.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.4M
5
U
5
UBS
Switzerland
$66.3M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$20.3M
2
Barclays
2
Barclays
United Kingdom
$3.73M
3
JIR
3
James Investment Research
Ohio
$36.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16M
5
SAS
5
Sage Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WF
26
WealthTrust Fairport
Ohio
$13.4M 110,259 +686 +0.6%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$11.6M 95,029 -152,292 -62%
BCI
28
Brinker Capital Investments
Pennsylvania
$10.1M 83,018 +12,506 +18%
BPB
29
Badgley, Phelps & Bell
Washington
$9.5M 78,018 +2,046 +3%
PCA
30
Personal Capital Advisors
California
$9.34M 76,683 +19,430 +34%
NHFG
31
New Harbor Financial Group
Massachusetts
$9.24M 75,886 -86,871 -53%
LPL Financial
32
LPL Financial
California
$8.56M 70,261 -6,445 -8%
TAT
33
TD Ameritrade Trust
Colorado
$7.62M 62,573 +2,441 +4%
FBNAT
34
FirstMerit Bank N.A. Trustee
Ohio
$7.16M 58,773 -1,873 -3%
WCM
35
Wealthcare Capital Management
Virginia
$6.6M 54,207 -1,117 -2%
BHB
36
Bank Hapoalim BM
Israel
– – – –
LOAMS
37
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.48M 45,228 +45,228 New
VKH
38
Virtu KCG Holdings
New York
$5.35M 43,917 +10,619 +32%
Goldman Sachs
39
Goldman Sachs
New York
$4.6M 37,798 -718 -2%
CS
40
Credit Suisse
Switzerland
$4.49M 36,872 +8,707 +31%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$4.2M 34,482 -14,106 -29%
Millennium Management
42
Millennium Management
New York
$4.18M 34,343 +6,247 +22%
LG
43
Leuthold Group
Minnesota
$4.18M 34,276 -1,416 -4%
Ameriprise
44
Ameriprise
Minnesota
$4.06M 33,295 -1,020 -3%
Barclays
45
Barclays
United Kingdom
$3.73M 30,892 -496,479 -94%
ECM
46
ETrade Capital Management
Virginia
$3.61M 29,635 -64,041 -68%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$3.34M 27,432 -176 -0.6%
CS
48
Comerica Securities
Michigan
$3.28M 26,923 +56 +0.2%
PVH
49
Psagot Value Holdings
Israel
$3.18M 26,116 +2,115 +9%
US Bancorp
50
US Bancorp
Minnesota
$3.02M 24,815 +15 +0.1%
1
2
3 4 5