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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

366 hedge funds and large institutions have $5.19B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+22
Holders Change %
+6.4%
% of All Funds
7.93%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.74%
New
68
Increased
115
Reduced
134
Closed
43
Calls
$3.61M
Puts
$7.04M
Net Calls
-$3.43M
Net Calls Change
-$4.69M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
2
SCM
SCS Capital Management
Massachusetts
$121M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
4
Creative Planning
Creative Planning
Kansas
$95.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
$246M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.45B
2
Ameriprise
Ameriprise
Minnesota
$67.1M
3
Fidelity International
Fidelity International
Bermuda
$0
4
Stifel Financial
Stifel Financial
Missouri
$91.5M
5
RWM
Ritholtz Wealth Management
New York
$894K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$15.4M -$54.9K -446 -0.4%
TWM
52
Tanglewood Wealth Management
Texas
$14.7M +$3.19M +25,868 +28%
WANY
53
Wealthspire Advisors (New York)
New York
$14.4M -$7.64M -62,044 -35%
ST
54
Spinnaker Trust
Maine
$13.9M +$13.9M +112,549 New
ODIJL
55
One Day In July LLC
Vermont
$13.5M +$3.14M +25,494 +30%
LFASL
56
Lugano Financial Advisors SA (LFA)
Switzerland
$13.5M +$13.3M +108,201 +7,180%
FIM
57
Freedom Investment Management
Connecticut
$13.4M +$1.22M +9,873 +10%
Citadel Advisors
58
Citadel Advisors
Florida
$13.2M +$13.2M +107,075 New
BL
59
BFSG LLC
California
$12.3M +$1.81M +14,690 +17%
TIA
60
Traphagen Investment Advisors
New Jersey
$11.2M +$11.2M +91,214 New
I
61
INVST
Indiana
$11.2M +$11.2M +91,060 New
MML Investors Services
62
MML Investors Services
Massachusetts
$10.2M +$5.97M +48,437 +140%
PPA
63
Parametric Portfolio Associates
Washington
$10.2M +$90.1K +731 +0.9%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$10.1M +$10.1M +82,174 New
IA
65
IndexIQ Advisors
New York
$10M -$11.1M -89,802 -52%
RFC
66
Regions Financial Corp
Alabama
$9.92M +$332K +2,691 +3%
BUB
67
BBVA USA Bancshares
Texas
$9.82M +$3.86M +31,298 +65%
CA
68
Cetera Advisors
Colorado
$9.8M +$9.11M +74,003 +1,318%
DRS
69
Deane Retirement Strategies
Louisiana
$9.46M -$1.46M -11,817 -13%
VFA
70
Voya Financial Advisors
Connecticut
$9.37M -$3.24M -26,281 -26%
FTUS
71
Flow Traders U.S.
New York
$9.27M +$9.27M +75,220 New
JFG
72
JMG Financial Group
Illinois
$9.05M +$9.05M +73,482 New
FA
73
FDx Advisors
Illinois
$8.98M -$16.9M -136,872 -65%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$8.94M +$4.01M +32,529 +81%
WCM
75
Wealthcare Capital Management
Virginia
$8.91M +$19.1K +155 +0.2%
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