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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

186 hedge funds and large institutions have $2.87B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+31
Holders Change %
+20%
% of All Funds
4.96%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.4%
New
46
Increased
66
Reduced
51
Closed
13
Calls
$978K
Puts
$1.39M
Net Calls
-$416K
Net Calls Change
-$526K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$403M
2
Bank of America
2
Bank of America
North Carolina
$391M
3
UBS Group
3
UBS Group
Switzerland
$96.1M
4
SB
4
Suntrust Banks
Georgia
$347M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$154M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$6.18M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$5.21M
3
CSIA
3
Charles Schwab Investment Advisory
California
$63.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$101M
5
CC
5
Curian Capital
Colorado
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$5.04M 41,224 -51,994 -56%
PI
52
Placemark Investments
Illinois
$4.91M 40,123 +4,801 +14%
Natixis Advisors
53
Natixis Advisors
Massachusetts
$4.09M 33,469 +1,058 +3%
Ameriprise
54
Ameriprise
Minnesota
$4.06M 33,184 -292 -0.9%
PAG
55
Pinnacle Advisory Group
Maryland
$3.98M 32,576 -641 -2%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$3.72M 30,443 +1,343 +5%
UCFA
57
United Capital Financial Advisors
Texas
$3.66M 29,896 -4,832 -14%
QAM
58
Quantres Asset Management
Cayman Islands
$3.6M 29,456 +29,456 New
GWA
59
Genesis Wealth Advisors
Massachusetts
$3.46M 27,992 +27,992 New
Barclays
60
Barclays
United Kingdom
$3.35M 27,481 -4,560 -14%
PVH
61
Psagot Value Holdings
Israel
$2.96M 24,232 +1,494 +7%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$2.57M 21,037 +1,457 +7%
RJA
63
Raymond James & Associates
Florida
$2.54M 20,768 +283 +1%
SYBT
64
Stock Yards Bank & Trust
Kentucky
$2.38M 19,455 +4,546 +30%
AA
65
Alesco Advisors
New York
$2.38M 19,420 – –
PFA
66
Pure Financial Advisors
California
$2.27M 18,581 +37 +0.2%
LG
67
Leuthold Group
Minnesota
$2.21M 18,089 -17,999 -50%
Invesco
68
Invesco
Georgia
– – -20,614 Closed
HPC
69
HM Payson & Co
Maine
$2.01M 16,423 – –
Deutsche Bank
70
Deutsche Bank
Germany
$2M 16,336 +6,495 +66%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.98M 16,168 -1,514 -9%
AP
72
Agilis Partners
Massachusetts
$1.94M 15,890 +15,890 New
ECM
73
Exchange Capital Management
Michigan
$1.9M 15,594 +2,592 +20%
SFG
74
SNS Financial Group
Minnesota
$1.88M 15,371 +1,218 +9%
AIG
75
American International Group
New York
$1.79M 14,649 +12,916 +745%
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