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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

186 hedge funds and large institutions have $2.87B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+31
Holders Change %
+20%
% of All Funds
4.96%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.4%
New
46
Increased
66
Reduced
51
Closed
13
Calls
$978K
Puts
$1.39M
Net Calls
-$416K
Net Calls Change
-$526K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$403M
2
Bank of America
2
Bank of America
North Carolina
$391M
3
UBS Group
3
UBS Group
Switzerland
$96.1M
4
SB
4
Suntrust Banks
Georgia
$347M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$154M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$6.18M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$5.21M
3
CSIA
3
Charles Schwab Investment Advisory
California
$63.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$101M
5
CC
5
Curian Capital
Colorado
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
26
WealthTrust Fairport
Ohio
$14M 114,568 +2,123 +2%
VAM
27
Visionary Asset Management
Texas
$13.2M 108,130 +106,415 +6,205%
BSB
28
Bangor Savings Bank
Maine
$11.5M 94,153 +57,231 +155%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$11.5M 93,934 -61,200 -39%
FBNAT
30
FirstMerit Bank N.A. Trustee
Ohio
$11.3M 92,438 +20,957 +29%
BPB
31
Badgley, Phelps & Bell
Washington
$10.8M 88,173 +6,786 +8%
Goldman Sachs
32
Goldman Sachs
New York
$9.74M 79,614 +41,411 +108%
NHFG
33
New Harbor Financial Group
Massachusetts
$9.45M 77,228 +399 +0.5%
LPL Financial
34
LPL Financial
California
$8.93M 72,967 -52 -0.1%
TAT
35
TD Ameritrade Trust
Colorado
$7.9M 64,684 +406 +0.6%
ECM
36
ETrade Capital Management
Virginia
$7.71M 63,038 -225 -0.4%
BHB
37
Bank Hapoalim BM
Israel
– – – –
UBS AM
38
UBS AM
Illinois
– – – –
WCM
39
Wealthcare Capital Management
Virginia
$6.91M 56,504 +1,967 +4%
BTS
40
BB&T Securities
Virginia
$6.4M 5,235 -963 -16%
DS
41
DRW Securities
Illinois
$6.35M 51,924 +51,924 New
FIM
42
Freedom Investment Management
Connecticut
$6.18M 50,491 -598,168 -92%
CC
43
Curian Capital
Colorado
$5.75M 47,024 -191,565 -80%
ACM
44
Argentus Capital Management
Texas
$5.67M 46,313 +46,313 New
LOAMS
45
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.56M 45,228 +45,228 New
Citigroup
46
Citigroup
New York
$5.3M 43,360 +40,954 +1,702%
US Bancorp
47
US Bancorp
Minnesota
$5.25M 42,935 +14,640 +52%
Millennium Management
48
Millennium Management
New York
$5.23M 42,772 +8,398 +24%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$5.21M 42,557 -370,659 -90%
CS
50
Credit Suisse
Switzerland
$5.08M 41,495 -23,723 -36%
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