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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

459 hedge funds and large institutions have $8.61B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+53
Holders Change %
+13.05%
% of All Funds
10.14%
Holding in Top 10
56
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+33.33%
% of All Funds
1.24%
New
106
Increased
151
Reduced
143
Closed
43
Calls
$14.6M
Puts
$62.5M
Net Calls
-$47.8M
Net Calls Change
-$54.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.12B
2
Financial Engines Advisors
Financial Engines Advisors
California
$558M
3
SCM
SCS Capital Management
Massachusetts
$243M
4
Truist Financial
Truist Financial
North Carolina
$184M
5
RWM
Ritholtz Wealth Management
New York
$134M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$441M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M
3
AA
Ancora Advisors
Ohio
$21.3M
4
HNB
Huntington National Bank
Ohio
$32.8M
5
Prudential Financial
Prudential Financial
New Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$26.2M +$500K +3,753 +2%
Citigroup
52
Citigroup
New York
$25.7M +$24.3M +182,515 +1,732%
Osaic Holdings
53
Osaic Holdings
Arizona
$25.2M +$25.2M +210,963 New
WA
54
WestEnd Advisors
North Carolina
$24.1M +$24.1M +180,599 New
TIA
55
Traphagen Investment Advisors
New Jersey
$23.5M +$3.46M +25,943 +17%
NFG
56
Noven Financial Group
Colorado
$23.3M +$23.3M +174,778 New
AAP
57
Arax Advisory Partners
Colorado
$23.3M +$23.3M +174,779 New
AA
58
Ancora Advisors
Ohio
$21.3M -$34.7M -260,000 -62%
BL
59
BFSG LLC
California
$19.7M +$70K +525 +0.4%
BUB
60
BBVA USA Bancshares
Texas
$18.5M -$190K -1,425 -1%
TC
61
Trilogy Capital
California
$17.7M -$5M -37,600 -22%
QFA
62
Quattro Financial Advisors
Texas
$17.5M +$9.16M +139,057 +109%
MML Investors Services
63
MML Investors Services
Massachusetts
$17.3M -$2.08M -15,574 -11%
RWA
64
Redhawk Wealth Advisors
Minnesota
$17M +$17M +127,767 New
FS
65
Ferguson Shapiro
Georgia
$16.8M +$16.8M +126,275 New
IWC
66
Integrated Wealth Concepts
Massachusetts
$16.4M +$16.1M +120,629 +5,075%
NAM
67
NorthCoast Asset Management
Connecticut
$16.1M +$5.39M +40,336 +50%
PA
68
Parkside Advisors
California
$15.3M +$2.61M +19,547 +21%
BEC
69
Blue Edge Capital
Virginia
$14.7M +$467K +3,502 +3%
GG
70
GenWealth Group
New Jersey
$14.7M +$13.3M +99,679 +963%
Goldman Sachs
71
Goldman Sachs
New York
$14.3M +$2.19M +16,408 +18%
BCI
72
Brinker Capital Investments
Pennsylvania
$14.3M -$2.27M -17,000 -14%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$13.2M +$12.8M +96,349 +4,059%
ST
74
Spinnaker Trust
Maine
$13.1M +$264K +1,980 +2%
KF
75
Krilogy Financial
Missouri
$12.5M -$589K -4,415 -4%
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