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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

150 hedge funds and large institutions have $4.51B invested in iShares 3-7 Year Treasury Bond ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
150
Holders Change
+11
Holders Change %
+7.91%
% of All Funds
4.87%
Holding in Top 10
23
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+130%
% of All Funds
0.75%
New
28
Increased
50
Reduced
58
Closed
15
Calls
–
Puts
$303K
Net Calls
-$303K
Net Calls Change
-$303K

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$1.93B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$218M
3
CSIA
3
Charles Schwab Investment Advisory
California
$175M
4
SB
4
Suntrust Banks
Georgia
$312M
5
PI
5
Placemark Investments
Illinois
$102M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$136M
2
JIR
2
James Investment Research
Ohio
$25.1M
3
CC
3
Curian Capital
Colorado
$18.3M
4
CEMP
4
Compass Efficient Model Portfolios
Tennessee
$204K
5
SIA
5
Spruce Investment Advisors
Connecticut
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
76
Spruce Investment Advisors
Connecticut
$1.55M 12,784 -111,009 -90%
TAIM
77
TD Ameritrade Investment Management
Nebraska
$1.54M 12,678 +507 +4%
AssetMark Inc
78
AssetMark Inc
California
$1.51M 12,404 +12,404 New
TCM
79
Twele Capital Management
Minnesota
$1.5M 12,400 – –
NIA
80
Northstar Investment Advisors
Colorado
$1.44M 11,870 -987 -8%
ECM
81
Exchange Capital Management
Michigan
$1.37M 11,272 +127 +1%
IA
82
IndexIQ Advisors
New York
$1.33M 10,957 -491 -4%
EB
83
Eastern Bank
Massachusetts
$1.29M 10,642 -1,813 -15%
KC
84
Kingfisher Capital
North Carolina
$1.23M 10,113 -658 -6%
SFG
85
SNS Financial Group
Minnesota
$1.17M 9,645 +78 +0.8%
CB
86
Commerce Bank
Missouri
$1.16M 9,518 +78 +0.8%
AAS
87
Annex Advisory Services
Wisconsin
$987K 8,138 +8,138 New
Citigroup
88
Citigroup
New York
$905K 7,457 +1,365 +22%
IFA
89
Interactive Financial Advisors
Illinois
$897K 7,393 +7,393 New
MFS
90
MSI Financial Services
Massachusetts
$835K 6,881 +576 +9%
HH
91
Hilltop Holdings
Texas
$813K 6,700 – –
EWM
92
Empirical Wealth Management
Washington
$786K 6,474 -1,297 -17%
Millennium Management
93
Millennium Management
New York
$729K 6,008 +6,008 New
AIM
94
Acropolis Investment Management
Missouri
$724K 5,970 +5,970 New
CIM
95
Confluence Investment Management
Missouri
$724K 5,964 -447 -7%
Comerica Bank
96
Comerica Bank
Texas
$720K 5,938 -3,567 -38%
CA
97
Commerzbank Aktiengesellschaft
Germany
$698K 5,751 +5,751 New
WSFS
98
Wilmington Savings Fund Society
Delaware
$663K 5,444 +5,444 New
RFC
99
Regions Financial Corp
Alabama
$645K 5,315 -1,252 -19%
B
100
Baird
Wisconsin
$624K 5,146 -1,604 -24%
2 3
4
5 6