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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

490 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.

Holders
490
Holders Change
+31
Holders Change %
+6.75%
% of All Funds
10.07%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
1.03%
New
86
Increased
193
Reduced
142
Closed
53
Calls
$28.4M
Puts
$151M
Net Calls
-$123M
Net Calls Change
-$75.1M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$529M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$674M
3
Ameriprise
3
Ameriprise
Minnesota
$248M
4
FIM
4
Freedom Investment Management
Connecticut
$101M
5
AssetMark Inc
5
AssetMark Inc
California
$80.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.63B
2
RWM
2
Ritholtz Wealth Management
New York
$6.05M
3
TWM
3
Tanglewood Wealth Management
Texas
$0
4
Truist Financial
4
Truist Financial
North Carolina
$118M
5
Morgan Stanley
5
Morgan Stanley
New York
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
Simplex Trading
501
Simplex Trading
Illinois
– – -7,671 Closed
CAM
502
Cresset Asset Management
Illinois
– – -6,141 Closed
OMC
503
Old Mission Capital
Illinois
– – -5,140 Closed
FGAM
504
Financial Gravity Asset Management
Texas
– – -4,052 Closed
PWS
505
Paragon Wealth Strategies
Florida
– – -3,850 Closed
ZIM
506
Zacks Investment Management
Illinois
– – -3,664 Closed
PFA
507
Pure Financial Advisors
California
– – -3,093 Closed
JWM
508
Jackson Wealth Management
Florida
– – -3,067 Closed
GLA
509
Good Life Advisors
Pennsylvania
– – -3,013 Closed
LCH
510
Lee Capital Holdings
New York
– – -2,915 Closed
IC
511
Innealta Capital
Texas
– – -2,491 Closed
WIC
512
Woodmont Investment Counsel
Tennessee
– – -2,489 Closed
Nomura Asset Management
513
Nomura Asset Management
Japan
– – -2,285 Closed
Millennium Management
514
Millennium Management
New York
– – -2,254 Closed
MA
515
Mutual Advisors
Nebraska
– – -2,178 Closed
Wolverine Trading
516
Wolverine Trading
Illinois
– – -2,038 Closed
IIA
517
IPG Investment Advisors
California
– – -2,037 Closed
SWM
518
Segment Wealth Management
Texas
– – -1,782 Closed
SFA
519
Sequoia Financial Advisors
Ohio
– – -1,609 Closed
SQA
520
Simon Quick Advisors
New Jersey
– – -1,086 Closed
WQ
521
Wealth Quarterback
New Jersey
– – -612 Closed
BAM
522
Bellevue Asset Management
Washington
– – -510 Closed
HWA
523
HCR Wealth Advisors
California
– – -506 Closed
GSWM
524
Golden State Wealth Management
California
– – -373 Closed
PCM
525
Penserra Capital Management
California
– – -360 Closed
18 19 20
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