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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

371 hedge funds and large institutions have $5.72B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 38 closing their positions.

Holders
371
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
8.07%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.89%
New
51
Increased
140
Reduced
126
Closed
38
Calls
$5.58M
Puts
$7.19M
Net Calls
-$1.61M
Net Calls Change
+$1.82M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$362M
2
FIM
2
Freedom Investment Management
Connecticut
$117M
3
TWM
3
Tanglewood Wealth Management
Texas
$72.1M
4
EB
4
Eastern Bank
Massachusetts
$58.8M
5
SFG
5
SNS Financial Group
Minnesota
$40.4M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
LJAC
2
L.J. Altfest & Co
New York
$6.24M
3
HNB
3
Huntington National Bank
Ohio
$29.2M
4
SAS
4
Sage Advisory Services
Texas
$0
5
CPO
5
Cerity Partners OCIO
New York
$74.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$45.2M +$6.6M +52,492 +17%
Prudential Financial
27
Prudential Financial
New Jersey
$41.2M +$13.5M +106,971 +48%
SFG
28
SNS Financial Group
Minnesota
$40.4M +$40.4M +321,560 New
SB
29
Suntrust Banks
Georgia
$39.4M -$1.19M -9,454 -3%
BSB
30
Bangor Savings Bank
Maine
$35.2M +$3.19M +25,342 +10%
BPB
31
Badgley, Phelps & Bell
Washington
$33.1M +$206K +1,635 +0.6%
RVPG
32
Relative Value Partners Group
$32.9M +$1.91M +15,180 +6%
PG
33
Proffitt & Goodson
Tennessee
$32.3M -$402K -3,196 -1%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$31.6M – – –
HNB
35
Huntington National Bank
Ohio
$29.2M -$22.1M – –
State Street
36
State Street
Massachusetts
$27.8M +$21.5K +171 +0.1%
Goldman Sachs
37
Goldman Sachs
New York
$27.4M -$19.5K -155 -0.1%
JIR
38
James Investment Research
Ohio
$27.1M -$9.09M -72,278 -25%
SFSG
39
Stearns Financial Services Group
North Carolina
$25.6M +$1.82M +14,455 +8%
TC
40
Trilogy Capital
California
$24.5M -$9.66M -77,103 -28%
PAMU
41
Pictet Asset Management (UK)
United Kingdom
$22.7M -$1.69M -13,465 -7%
AssetMark Inc
42
AssetMark Inc
California
$22.1M +$95.2K +757 +0.4%
CFA
43
Carroll Financial Associates
North Carolina
$22M +$20.8M +165,452 +1,707%
US Bancorp
44
US Bancorp
Minnesota
$21.1M +$269K +2,136 +1%
ODIJL
45
One Day In July LLC
Vermont
$20.1M +$6.23M +49,516 +45%
GAG
46
GM Advisory Group
New York
$19.3M +$158K +1,258 +0.8%
QFA
47
Quattro Financial Advisors
Texas
$17.5M +$17.5M +139,041 New
RJA
48
Raymond James & Associates
Florida
$16.6M -$4.66M -37,047 -22%
AIG
49
American International Group
New York
$16.3M +$12.2M +96,700 +294%
RWM
50
Ritholtz Wealth Management
New York
$15.7M +$14.8M +117,918 +1,626%
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