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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

186 hedge funds and large institutions have $2.87B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+31
Holders Change %
+20%
% of All Funds
4.96%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.4%
New
46
Increased
66
Reduced
51
Closed
13
Calls
$978K
Puts
$1.39M
Net Calls
-$416K
Net Calls Change
-$526K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$403M
2
Bank of America
2
Bank of America
North Carolina
$391M
3
UBS Group
3
UBS Group
Switzerland
$96.1M
4
SB
4
Suntrust Banks
Georgia
$347M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$154M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$6.18M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$5.21M
3
CSIA
3
Charles Schwab Investment Advisory
California
$63.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$101M
5
CC
5
Curian Capital
Colorado
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
IFS
76
Ifrah Financial Services
Arkansas
$1.71M 14,002 -716 -5%
VCP
77
Vista Capital Partners
Oregon
$1.68M 13,768 -1,710 -11%
TAIM
78
TD Ameritrade Investment Management
Nebraska
$1.61M 13,151 -169 -1%
KAH
79
Kathryn A. Hall
$1.56M 12,750 +12,750 New
TCM
80
Twele Capital Management
Minnesota
$1.52M 12,400 – –
CCA
81
Checchi Capital Advisers
California
$1.44M 11,797 +451 +4%
FHA
82
First Horizon Advisors
Tennessee
$1.31M 10,711 +9,749 +1,013%
SS
83
Simplicity Solutions
Minnesota
$1.26M 10,330 +10,330 New
GI
84
Glovista Investments
New Jersey
$1.26M 10,292 +10,292 New
Jane Street
85
Jane Street
New York
$1.16M 9,456 +9,456 New
AI
86
Atria Investments
North Carolina
$1.14M 9,313 +9,313 New
KC
87
Kingfisher Capital
North Carolina
$992K 8,108 -5 -0.1%
IFA
88
Interactive Financial Advisors
Illinois
$976K 7,981 -245 -3%
CLOS
89
Compagnie Lombard Odier SCmA
Switzerland
$960K 7,846 – –
FAAS
90
First Allied Advisory Services
California
$948K 7,758 +1,477 +24%
BFG
91
Beacon Financial Group
Texas
$944K 7,730 +7,730 New
EB
92
Eastern Bank
Massachusetts
$899K 7,352 -290 -4%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$888K 7,256 +7,256 New
CB
94
Commerce Bank
Missouri
$868K 7,094 – –
VKH
95
Virtu KCG Holdings
New York
$863K 7,058 -40,149 -85%
Truist Financial
96
Truist Financial
North Carolina
$821K 6,713 +164 +3%
HH
97
Hilltop Holdings
Texas
$819K 6,700 – –
CA
98
Cetera Advisors
Colorado
$815K 6,688 -172 -3%
LFG
99
LifePlan Financial Group
Ohio
$777K 6,354 +640 +11%
PI
100
PineBridge Investments
New York
$758K 6,200 -8,704 -58%
2 3
4
5 6