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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

459 hedge funds and large institutions have $8.61B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+53
Holders Change %
+13.05%
% of All Funds
10.14%
Holding in Top 10
56
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+33.33%
% of All Funds
1.24%
New
106
Increased
151
Reduced
143
Closed
43
Calls
$14.6M
Puts
$62.5M
Net Calls
-$47.8M
Net Calls Change
-$54.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.12B
2
Financial Engines Advisors
Financial Engines Advisors
California
$558M
3
SCM
SCS Capital Management
Massachusetts
$243M
4
Truist Financial
Truist Financial
North Carolina
$184M
5
RWM
Ritholtz Wealth Management
New York
$134M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$441M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M
3
AA
Ancora Advisors
Ohio
$21.3M
4
HNB
Huntington National Bank
Ohio
$32.8M
5
Prudential Financial
Prudential Financial
New Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
26
Proffitt & Goodson
Tennessee
$58.6M +$19.7M +147,389 +50%
CSIA
27
Charles Schwab Investment Advisory
California
$55.1M -$15.2M -113,856 -22%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$53.7M +$45.6M +341,483 +562%
KP
29
Keel Point
Alabama
$53.5M -$3.81M -28,550 -7%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$51.3M +$4.06M +30,486 +9%
SFG
31
SNS Financial Group
Minnesota
$47.5M +$26.4K +198 +0.1%
EB
32
Eastern Bank
Massachusetts
$46.8M -$23.1M -173,174 -33%
PWAG
33
Polaris Wealth Advisory Group
California
$44.7M +$44.7M +335,065 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$43.9M +$3.29M +24,650 +8%
Mariner
35
Mariner
Kansas
$43M +$43M +322,396 New
RJA
36
Raymond James & Associates
Florida
$42.4M -$1.53M -11,471 -3%
MCM
37
Mainstay Capital Management
Michigan
$42M +$42M +315,307 New
BSB
38
Bangor Savings Bank
Maine
$38.4M -$635K -4,765 -2%
PAG
39
Pinnacle Advisory Group
Maryland
$36.1M +$35.5M +266,259 +5,715%
SFSG
40
Stearns Financial Services Group
North Carolina
$36M +$5.17M +38,785 +17%
JIR
41
James Investment Research
Ohio
$33.6M -$5.36M -40,164 -14%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$33.1M +$28.1M +210,377 +551%
HNB
43
Huntington National Bank
Ohio
$32.8M -$33.6M – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$31.6M – – –
State Street
45
State Street
Massachusetts
$29.5M – – –
PAMU
46
Pictet Asset Management (UK)
United Kingdom
$28.6M +$14.8M +110,625 +106%
FA
47
Freestate Advisors
Kansas
$28.1M +$28.1M +211,084 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$28.1M +$17.3M +130,085 +161%
RVPG
49
Relative Value Partners Group
$27.8M -$15.9M -119,471 -36%
ODIJL
50
One Day In July LLC
Vermont
$27M +$1.44M +10,770 +6%
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