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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

261 hedge funds and large institutions have $4.07B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
6.51%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.35%
New
41
Increased
84
Reduced
102
Closed
30
Calls
$307K
Puts
$1.3M
Net Calls
-$997K
Net Calls Change
+$17M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$178M
2
T
2
Thomaspartners
Massachusetts
$106M
3
AssetMark Inc
3
AssetMark Inc
California
$38.1M
4
CA
4
Cambridge Associates
Massachusetts
$99M
5
SCM
5
SCS Capital Management
Massachusetts
$31.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$97.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.6M
3
Wells Fargo
3
Wells Fargo
California
$178M
4
SWA
4
SFMG Wealth Advisors
Texas
$0
5
FEG
5
Fund Evaluation Group
Ohio
$6.78M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
26
Tanglewood Wealth Management
Texas
$34.7M 282,224 -5,192 -2%
MIH
27
Madison Investment Holdings
Wisconsin
$32.8M 266,764 +27,312 +11%
SCM
28
SCS Capital Management
Massachusetts
$31.7M 257,358 +191,491 +291%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$25.5M 207,189 -40,272 -16%
GB
30
Gunma Bank
Japan
$24.7M 201,000 – –
VAM
31
Visionary Asset Management
Texas
$18.4M 149,831 +2,859 +2%
HNB
32
Huntington National Bank
Ohio
$17.9M 145,707 -2,284 -2%
BCI
33
Brinker Capital Investments
Pennsylvania
$16.8M 136,383 +95,183 +231%
RVPG
34
Relative Value Partners Group
$16.5M 134,200 +17,361 +15%
EB
35
Eastern Bank
Massachusetts
$15.6M 126,548 +4,113 +3%
WF
36
WealthTrust Fairport
Ohio
$15.3M 124,302 +3,954 +3%
LPL Financial
37
LPL Financial
California
$15M 121,681 -7,047 -5%
BSB
38
Bangor Savings Bank
Maine
$14.1M 114,423 +4,690 +4%
US Bancorp
39
US Bancorp
Minnesota
$12.8M 104,109 -13,078 -11%
BPB
40
Badgley, Phelps & Bell
Washington
$12.6M 102,604 +4,297 +4%
RJA
41
Raymond James & Associates
Florida
$12.1M 98,069 -63,136 -39%
SAS
42
Sage Advisory Services
Texas
$11.7M 95,025 -482 -0.5%
M&T Bank
43
M&T Bank
New York
$11M 89,388 +36,458 +69%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$10.9M 88,695 -30,509 -26%
UCFA
45
United Capital Financial Advisors
Texas
$10.7M 87,335 -510 -0.6%
CCFCSB
46
Cape Cod Five Cents Savings Bank
Massachusetts
$10.2M 83,018 +83,018 New
FA
47
FDx Advisors
Illinois
$10.2M 82,793 -15,675 -16%
RFC
48
Regions Financial Corp
Alabama
$10.1M 82,084 +74,187 +939%
WCM
49
Wealthcare Capital Management
Virginia
$9.81M 79,760 +242 +0.3%
MAM
50
Meeder Asset Management
Ohio
$8.55M 69,477 -62,293 -47%
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