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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

366 hedge funds and large institutions have $5.19B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+22
Holders Change %
+6.4%
% of All Funds
7.93%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.74%
New
68
Increased
115
Reduced
134
Closed
43
Calls
$3.61M
Puts
$7.04M
Net Calls
-$3.43M
Net Calls Change
-$4.69M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
2
SCM
SCS Capital Management
Massachusetts
$121M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
4
Creative Planning
Creative Planning
Kansas
$95.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
$246M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.45B
2
Ameriprise
Ameriprise
Minnesota
$67.1M
3
Fidelity International
Fidelity International
Bermuda
$0
4
Stifel Financial
Stifel Financial
Missouri
$91.5M
5
RWM
Ritholtz Wealth Management
New York
$894K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$37.7M +$7.58M +61,562 +25%
JIR
27
James Investment Research
Ohio
$35.4M -$5.47M -44,360 -13%
TC
28
Trilogy Capital
California
$33.6M -$7.05M -57,189 -17%
BPB
29
Badgley, Phelps & Bell
Washington
$32.2M +$2.29M +18,561 +8%
PG
30
Proffitt & Goodson
Tennessee
$32M +$30.1K +244 +0.1%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$31.6M +$24M +184,026 +316%
BSB
32
Bangor Savings Bank
Maine
$31.4M +$455K +3,695 +1%
RVPG
33
Relative Value Partners Group
$30.4M -$3.76M -30,495 -11%
State Street
34
State Street
Massachusetts
$27.2M -$113K -914 -0.4%
Prudential Financial
35
Prudential Financial
New Jersey
$27.2M +$8.35M +67,794 +44%
Goldman Sachs
36
Goldman Sachs
New York
$26.8M -$6.33M -51,351 -19%
PAMU
37
Pictet Asset Management (UK)
United Kingdom
$23.9M -$7.59M -61,600 -24%
SFSG
38
Stearns Financial Services Group
North Carolina
$23.3M +$6M +48,673 +35%
Franklin Resources
39
Franklin Resources
California
$23M +$22M +178,198 +2,165%
HNB
40
Huntington National Bank
Ohio
$22.1M -$18.9M – –
AssetMark Inc
41
AssetMark Inc
California
$21.6M -$24.4M -198,276 -53%
RJA
42
Raymond James & Associates
Florida
$20.8M +$2.32M +18,808 +13%
SAS
43
Sage Advisory Services
Texas
$20.7M -$1.07M -8,724 -5%
US Bancorp
44
US Bancorp
Minnesota
$20.4M +$450K +3,649 +2%
UCFA
45
United Capital Financial Advisors
Texas
$19.3M -$12.2M -99,038 -39%
GAG
46
GM Advisory Group
New York
$18.7M +$18.7M +152,001 New
RC
47
Randolph Company
Ohio
$18.1M -$10.1M -81,647 -36%
MNG
48
Manning & Napier Group
New York
$17.8M -$16.2M – –
NAM
49
NorthCoast Asset Management
Connecticut
$17.5M +$739K +6,002 +4%
EB
50
Eastern Bank
Massachusetts
$16.3M +$2.01M +16,339 +14%
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