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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

187 hedge funds and large institutions have $3.09B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.99%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
21
Increased
85
Reduced
55
Closed
18
Calls
$1.32M
Puts
$820K
Net Calls
+$496K
Net Calls Change
+$912K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$583M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$115M
3
MIH
3
Madison Investment Holdings
Wisconsin
$93.6M
4
FEG
4
Fund Evaluation Group
Ohio
$61.1M
5
Bank of America
5
Bank of America
North Carolina
$449M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$72.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.2M
3
JIR
3
James Investment Research
Ohio
$85.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$344K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
76
HM Payson & Co
Maine
$2.04M – – –
KAH
77
Kathryn A. Hall
$1.98M +$397K +3,200 +25%
AP
78
Agilis Partners
Massachusetts
$1.97M – – –
AA
79
Alesco Advisors
New York
$1.97M -$441K -3,550 -18%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M -$56.9K -458 -3%
SFG
81
SNS Financial Group
Minnesota
$1.86M -$49.8K -401 -3%
TAIM
82
TD Ameritrade Investment Management
Nebraska
$1.85M +$217K +1,745 +13%
M&T Bank
83
M&T Bank
New York
$1.82M +$1.36M +10,914 +295%
VCP
84
Vista Capital Partners
Oregon
$1.73M +$16.3K +131 +1%
Invesco
85
Invesco
Georgia
$1.73M -$2.12M – –
CCA
86
Checchi Capital Advisers
California
$1.63M +$162K +1,308 +11%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$1.58M +$899K +7,244 +132%
TCM
88
Twele Capital Management
Minnesota
$1.54M – – –
CA
89
Cetera Advisors
Colorado
$1.43M +$599K +4,830 +72%
SS
90
Simplicity Solutions
Minnesota
$1.34M +$58.5K +471 +5%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$1.28M +$610K +4,915 +92%
PWM
92
Perigon Wealth Management
California
$1.27M +$1.27M +10,184 New
AIG
93
American International Group
New York
$1.26M -$554K -4,461 -30%
EB
94
Eastern Bank
Massachusetts
$1.07M +$156K +1,254 +17%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$1.01M +$533K +4,290 +111%
CLOS
96
Compagnie Lombard Odier SCmA
Switzerland
$974K – – –
AI
97
Atria Investments
North Carolina
$930K -$227K -1,826 -20%
IFA
98
Interactive Financial Advisors
Illinois
$909K -$82.2K -662 -8%
CB
99
Commerce Bank
Missouri
$877K -$3.6K -29 -0.4%
Truist Financial
100
Truist Financial
North Carolina
$874K +$40.1K +323 +5%
2 3
4
5 6