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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

155 hedge funds and large institutions have $2.34B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
4.5%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
24
Increased
70
Reduced
37
Closed
13
Calls
$959K
Puts
$849K
Net Calls
+$110K
Net Calls Change
-$36K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$179M
2
Bank of America
2
Bank of America
North Carolina
$273M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$129M
2
JIR
2
James Investment Research
Ohio
$37.9M
3
SB
3
Suntrust Banks
Georgia
$306M
4
SAC
4
Smith Affiliated Capital
New York
$136K
5
Wells Fargo
5
Wells Fargo
California
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
51
Natixis Advisors
Massachusetts
$3.93M -$251K -2,071 -6%
Barclays
52
Barclays
United Kingdom
$3.88M +$139K +1,149 +4%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$3.53M +$202K +1,668 +6%
US Bancorp
54
US Bancorp
Minnesota
$3.43M +$422K +3,480 +14%
PVH
55
Psagot Value Holdings
Israel
$2.76M -$410K -3,378 -13%
Invesco
56
Invesco
Georgia
$2.5M -$109K -895 -4%
RJA
57
Raymond James & Associates
Florida
$2.49M +$2.49M +20,485 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$2.38M -$443K -3,652 -16%
AA
59
Alesco Advisors
New York
$2.36M – – –
PFA
60
Pure Financial Advisors
California
$2.25M -$63.3K -522 -3%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.15M -$149K -1,229 -6%
HPC
62
HM Payson & Co
Maine
$1.99M – – –
VCP
63
Vista Capital Partners
Oregon
$1.88M -$121K -995 -6%
SYBT
64
Stock Yards Bank & Trust
Kentucky
$1.81M -$643K -5,300 -26%
PI
65
PineBridge Investments
New York
$1.81M – – –
IFS
66
Ifrah Financial Services
Arkansas
$1.79M +$20.9K +172 +1%
SFG
67
SNS Financial Group
Minnesota
$1.72M +$186K +1,534 +12%
TAIM
68
TD Ameritrade Investment Management
Nebraska
$1.62M +$140K +1,150 +9%
BFA
69
BlackRock Fund Advisors
California
$1.61M +$1.61M +13,270 New
ECM
70
Exchange Capital Management
Michigan
$1.58M +$32.7K +270 +2%
TCM
71
Twele Capital Management
Minnesota
$1.5M – – –
CCA
72
Checchi Capital Advisers
California
$1.38M +$80.5K +663 +6%
Deutsche Bank
73
Deutsche Bank
Germany
$1.19M +$11.6K +96 +1%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$1.15M +$31.2K +257 +3%
LG
75
LaFleur & Godfrey
Michigan
$1.05M +$1.05M +8,650 New
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3
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