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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

406 hedge funds and large institutions have $7.48B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 136 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
8.02%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.83%
New
81
Increased
136
Reduced
140
Closed
39
Calls
$18.7M
Puts
$12.1M
Net Calls
+$6.59M
Net Calls Change
+$8.87M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.68B
2
MMI
2
Matson Money Inc
Ohio
$162M
3
JHCM
3
Juniper Hill Capital Management
California
$99.4M
4
Creative Planning
4
Creative Planning
Kansas
$474M
5
Truist Financial
5
Truist Financial
North Carolina
$43.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$257M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$77.2M
3
FIM
3
Freedom Investment Management
Connecticut
$11.8M
4
Bank of America
4
Bank of America
North Carolina
$1.47B
5
IA
5
IndexIQ Advisors
New York
$66K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$44.6M 354,372 -26,694 -7%
Truist Financial
27
Truist Financial
North Carolina
$43.2M 343,693 +340,947 +12,416%
RJA
28
Raymond James & Associates
Florida
$41.4M 329,557 +175,794 +114%
RVPG
29
Relative Value Partners Group
$41.2M 327,768 +42,163 +15%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$38.3M 304,227 -5,130 -2%
BSB
31
Bangor Savings Bank
Maine
$36.8M 292,623 +12,598 +4%
PG
32
Proffitt & Goodson
Tennessee
$36.7M 292,080 +9,659 +3%
JIR
33
James Investment Research
Ohio
$36.7M 291,927 -67,814 -19%
Prudential Financial
34
Prudential Financial
New Jersey
$36M 286,273 -36,793 -11%
BPB
35
Badgley, Phelps & Bell
Washington
$34M 270,703 +1,989 +0.7%
HNB
36
Huntington National Bank
Ohio
– – – –
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$31.6M 242,206 – –
SFSG
38
Stearns Financial Services Group
North Carolina
$29M 230,846 +12,734 +6%
State Street
39
State Street
Massachusetts
$27.8M 220,974 -453 -0.2%
US Bancorp
40
US Bancorp
Minnesota
$24.2M 192,436 +9,325 +5%
ODIJL
41
One Day In July LLC
Vermont
$24.1M 191,627 +19,121 +11%
TC
42
Trilogy Capital
California
$21.6M 170,726 -9,419 -5%
MLM
43
Mount Lucas Management
Pennsylvania
$20.9M 166,433 -87,580 -34%
TIA
44
Traphagen Investment Advisors
New Jersey
$18.9M 149,972 +4,986 +3%
BL
45
BFSG LLC
California
$18.5M 147,342 +8,235 +6%
MML Investors Services
46
MML Investors Services
Massachusetts
$18.3M 145,688 +39,754 +38%
GAG
47
GM Advisory Group
New York
$18.2M 144,585 -34,160 -19%
W
48
Wealthquest
Ohio
$17.8M 141,512 +8,148 +6%
BUB
49
BBVA USA Bancshares
Texas
$17.6M 140,144 +7,896 +6%
Citadel Advisors
50
Citadel Advisors
Florida
$17.1M 136,172 +131,688 +2,937%
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