IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

490 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.

Holders
490
Holders Change
+31
Holders Change %
+6.75%
% of All Funds
10.07%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
1.03%
New
86
Increased
193
Reduced
142
Closed
53
Calls
$28.4M
Puts
$151M
Net Calls
-$123M
Net Calls Change
-$75.1M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$529M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$674M
3
Ameriprise
3
Ameriprise
Minnesota
$248M
4
FIM
4
Freedom Investment Management
Connecticut
$101M
5
AssetMark Inc
5
AssetMark Inc
California
$80.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.63B
2
RWM
2
Ritholtz Wealth Management
New York
$6.05M
3
TWM
3
Tanglewood Wealth Management
Texas
$0
4
Truist Financial
4
Truist Financial
North Carolina
$118M
5
Morgan Stanley
5
Morgan Stanley
New York
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$24.5M 183,530 +108,316 +144%
WA
52
WestEnd Advisors
North Carolina
$22.9M 171,673 -8,926 -5%
SS
53
Simplicity Solutions
Minnesota
$22.7M 169,624 +118,732 +233%
AIM
54
Astor Investment Management
Illinois
$22.7M 169,629 +169,629 New
TIA
55
Traphagen Investment Advisors
New Jersey
$22.4M 167,588 -8,327 -5%
TC
56
Trilogy Capital
California
$21.2M 158,348 +25,222 +19%
BL
57
BFSG LLC
California
$20.9M 156,047 +8,180 +6%
W
58
Wealthquest
Ohio
$19.4M 145,168 +145,168 New
NAM
59
NorthCoast Asset Management
Connecticut
$19M 142,229 +21,325 +18%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$18.7M 139,778 +41,055 +42%
SC
61
Schoolcraft Capital
Colorado
$18.7M 139,646 +135,840 +3,569%
BPB
62
Badgley, Phelps & Bell
Washington
$18.4M 137,512 -341,582 -71%
BUB
63
BBVA USA Bancshares
Texas
$16.9M 126,509 -12,210 -9%
VWA
64
Visionary Wealth Advisors
Illinois
$16.3M 122,203 +31,504 +35%
PA
65
Parkside Advisors
California
$16.1M 120,365 +5,885 +5%
Citadel Advisors
66
Citadel Advisors
Florida
$15.3M 114,641 +109,991 +2,365%
BEC
67
Blue Edge Capital
Virginia
$15.1M 113,124 +3,024 +3%
Citigroup
68
Citigroup
New York
$15.1M 112,992 -80,061 -41%
HighTower Advisors
69
HighTower Advisors
Illinois
$14.9M 111,758 +20,497 +22%
BSW
70
Buckingham Strategic Wealth
Missouri
$14.7M 110,210 +110,210 New
GFPC
71
Global Financial Private Capital
Florida
$14.5M 108,326 +108,326 New
MML Investors Services
72
MML Investors Services
Massachusetts
$14.4M 107,591 -22,523 -17%
BCI
73
Brinker Capital Investments
Pennsylvania
$14.3M 107,300 – –
PWAG
74
Polaris Wealth Advisory Group
California
$13.9M 103,974 -231,091 -69%
PFP
75
Pinnacle Financial Partners
Tennessee
$13.7M 102,481 +98,851 +2,723%
1 2
3
4 5