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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

371 hedge funds and large institutions have $5.72B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
8.07%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.89%
New
51
Increased
140
Reduced
126
Closed
38
Calls
$5.58M
Puts
$7.19M
Net Calls
-$1.61M
Net Calls Change
+$1.82M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$362M
2
FIM
2
Freedom Investment Management
Connecticut
$117M
3
TWM
3
Tanglewood Wealth Management
Texas
$72.1M
4
EB
4
Eastern Bank
Massachusetts
$58.8M
5
SFG
5
SNS Financial Group
Minnesota
$40.4M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
LJAC
2
L.J. Altfest & Co
New York
$6.24M
3
HNB
3
Huntington National Bank
Ohio
$29.2M
4
SAS
4
Sage Advisory Services
Texas
$0
5
CPO
5
Cerity Partners OCIO
New York
$74.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$15.7M +$45.4K +361 +0.3%
CC
52
Cedar Capital
Illinois
$15.4M +$15M +119,388 +4,201%
HI
53
Horizon Investments
North Carolina
$14.8M +$14.8M +117,477 New
CA
54
Cetera Advisors
Colorado
$14.6M +$4.63M +36,758 +46%
ST
55
Spinnaker Trust
Maine
$14.6M +$458K +3,644 +3%
BL
56
BFSG LLC
California
$14.2M +$1.72M +13,650 +14%
WANY
57
Wealthspire Advisors (New York)
New York
$13.2M -$1.55M -12,351 -11%
Jane Street
58
Jane Street
New York
$13.1M +$8.58M +68,259 +191%
FA
59
Forefront Analytics
Pennsylvania
$13M +$6.26M +49,774 +93%
IA
60
IndexIQ Advisors
New York
$12.9M +$2.66M +21,158 +26%
MML Investors Services
61
MML Investors Services
Massachusetts
$12.7M +$2.31M +18,350 +22%
TIA
62
Traphagen Investment Advisors
New Jersey
$12.4M +$921K +7,322 +8%
Franklin Resources
63
Franklin Resources
California
$12M -$11.4M -90,742 -49%
LFASL
64
Lugano Financial Advisors SA (LFA)
Switzerland
$11.9M -$1.9M -15,134 -14%
BEC
65
Blue Edge Capital
Virginia
$11.8M +$4.33M +34,466 +58%
VCM
66
Virtue Capital Management
Tennessee
$11.7M +$11.7M +92,886 New
BUB
67
BBVA USA Bancshares
Texas
$11.2M +$1.22M +9,695 +12%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$11.2M +$869K +6,907 +8%
PPA
69
Parametric Portfolio Associates
Washington
$10.4M -$9.68K -77 -0.1%
KF
70
Krilogy Financial
Missouri
$10.3M +$9.85M +78,317 +1,970%
PI
71
PFS Investments
Georgia
$10.2M +$4.82M +38,515 +90%
RFC
72
Regions Financial Corp
Alabama
$9.61M -$515K -4,094 -5%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$9.42M +$295K +2,342 +3%
AG
74
Advisor Group
Arizona
$9.28M +$1.75M +13,908 +23%
DRS
75
Deane Retirement Strategies
Louisiana
$9.2M -$462K -3,673 -5%
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3
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