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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

155 hedge funds and large institutions have $2.34B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
4.5%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
24
Increased
70
Reduced
37
Closed
13
Calls
$959K
Puts
$849K
Net Calls
+$110K
Net Calls Change
-$36K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$179M
2
Bank of America
2
Bank of America
North Carolina
$273M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$129M
2
JIR
2
James Investment Research
Ohio
$37.9M
3
SB
3
Suntrust Banks
Georgia
$306M
4
SAC
4
Smith Affiliated Capital
New York
$136K
5
Wells Fargo
5
Wells Fargo
California
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$14.4M +$376K +3,098 +3%
UBS AM
27
UBS AM
Illinois
$14.1M -$2.49M – –
WF
28
WealthTrust Fairport
Ohio
$13.6M +$265K +2,186 +2%
PCA
29
Personal Capital Advisors
California
$12.9M +$3.58M +29,474 +38%
BCI
30
Brinker Capital Investments
Pennsylvania
$11.3M +$1.24M +10,200 +12%
BPB
31
Badgley, Phelps & Bell
Washington
$9.87M +$409K +3,369 +4%
NHFG
32
New Harbor Financial Group
Massachusetts
$9.32M +$114K +943 +1%
LPL Financial
33
LPL Financial
California
$8.89M +$336K +2,758 +4%
RAM
34
Riggs Asset Management
Pennsylvania
$8.7M +$8.7M +71,701 New
FBNAT
35
FirstMerit Bank N.A. Trustee
Ohio
$8.67M +$1.54M +12,708 +22%
CS
36
Credit Suisse
Switzerland
$7.91M +$3.44M +28,346 +77%
TAT
37
TD Ameritrade Trust
Colorado
$7.8M +$207K +1,705 +3%
ECM
38
ETrade Capital Management
Virginia
$7.68M +$4.08M +33,628 +113%
BTS
39
BB&T Securities
Virginia
$7.52M +$7.52M +6,198 New
BHB
40
Bank Hapoalim BM
Israel
$7.08M -$6.31M – –
WCM
41
Wealthcare Capital Management
Virginia
$6.62M +$40K +330 +0.6%
VKH
42
Virtu KCG Holdings
New York
$5.73M +$399K +3,290 +7%
Goldman Sachs
43
Goldman Sachs
New York
$4.64M +$49.1K +405 +1%
BSB
44
Bangor Savings Bank
Maine
$4.48M +$4.48M +36,922 New
LG
45
Leuthold Group
Minnesota
$4.38M +$220K +1,812 +5%
PI
46
Placemark Investments
Illinois
$4.29M +$1.84M +15,126 +75%
UCFA
47
United Capital Financial Advisors
Texas
$4.21M +$4.21M +34,728 New
Millennium Management
48
Millennium Management
New York
$4.17M +$3.76K +31 +0.1%
Ameriprise
49
Ameriprise
Minnesota
$4.05M +$21.9K +181 +0.5%
PAG
50
Pinnacle Advisory Group
Maryland
$4.03M +$4.03M +33,217 New
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