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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

369 hedge funds and large institutions have $7.71B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
8.1%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.92%
New
43
Increased
141
Reduced
120
Closed
42
Calls
$900K
Puts
$3.18M
Net Calls
-$2.28M
Net Calls Change
-$672K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.4B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$593M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$397M
4
Creative Planning
4
Creative Planning
Kansas
$419M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$812K
2
KP
2
Keel Point
Alabama
$58.4M
3
HNB
3
Huntington National Bank
Ohio
$32.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$39.2M
5
RWM
5
Ritholtz Wealth Management
New York
$653K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
SNS Financial Group
Minnesota
$41.7M +$958K +7,559 +2%
Prudential Financial
27
Prudential Financial
New Jersey
$41M -$589K -4,644 -1%
SB
28
Suntrust Banks
Georgia
$39.5M -$217K -1,711 -0.5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$39.2M -$15.9M -125,333 -29%
RVPG
30
Relative Value Partners Group
$36.2M +$3.04M +23,967 +9%
PG
31
Proffitt & Goodson
Tennessee
$35.8M +$3.27M +25,810 +10%
BSB
32
Bangor Savings Bank
Maine
$35.5M -$20.3K -160 -0.1%
BPB
33
Badgley, Phelps & Bell
Washington
$34.1M +$697K +5,495 +2%
HNB
34
Huntington National Bank
Ohio
$32.3M -$29.2M – –
MLM
35
Mount Lucas Management
Pennsylvania
$32.2M -$13.6M -107,250 -30%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$31.6M – – –
State Street
37
State Street
Massachusetts
$28.1M +$29.7K +234 +0.1%
SFSG
38
Stearns Financial Services Group
North Carolina
$27.7M +$1.86M +14,640 +7%
Goldman Sachs
39
Goldman Sachs
New York
$25M -$2.61M -20,599 -9%
US Bancorp
40
US Bancorp
Minnesota
$23.2M +$1.96M +15,456 +9%
TC
41
Trilogy Capital
California
$23M -$1.93M -15,136 -8%
GAG
42
GM Advisory Group
New York
$22.7M +$3.23M +25,486 +17%
ODIJL
43
One Day In July LLC
Vermont
$21.9M +$1.65M +13,030 +8%
RJA
44
Raymond James & Associates
Florida
$19.5M +$2.79M +22,021 +17%
TIA
45
Traphagen Investment Advisors
New Jersey
$18.4M +$5.89M +46,450 +47%
QFA
46
Quattro Financial Advisors
Texas
$17.9M +$125K +979 +0.7%
BL
47
BFSG LLC
California
$17.6M +$3.3M +26,023 +23%
PAMU
48
Pictet Asset Management (UK)
United Kingdom
$17.3M -$5.61M -44,205 -24%
W
49
Wealthquest
Ohio
$16.9M +$16.9M +133,364 New
BUB
50
BBVA USA Bancshares
Texas
$16.8M +$5.44M +42,883 +48%
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