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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

256 hedge funds and large institutions have $4.6B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
6.83%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
52
Increased
95
Reduced
77
Closed
30
Calls
–
Puts
$6.89M
Net Calls
-$6.89M
Net Calls Change
-$17.3M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$291M
2
Bank of America
2
Bank of America
North Carolina
$1.42B
3
Wells Fargo
3
Wells Fargo
California
$344M
4
HI
4
Horizon Investments
North Carolina
$60.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$95.6M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$142M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$438K
3
MIH
3
Madison Investment Holdings
Wisconsin
$107M
4
CPO
4
Cerity Partners OCIO
New York
$30.6M
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Parkside Advisors
California
$3.74M +$762K +6,048 +26%
1832 Asset Management
77
1832 Asset Management
Ontario, Canada
$3.67M +$3.67M +29,193 New
DS
78
DRW Securities
Illinois
$3.44M +$3.44M +27,312 New
MFS
79
MSI Financial Services
Massachusetts
$3.24M +$1.91M +15,195 +145%
CLOS
80
Compagnie Lombard Odier SCmA
Switzerland
$3.19M +$2.64M +21,000 +483%
RCAG
81
Rehmann Capital Advisory Group
Michigan
$3.18M -$492K -3,907 -13%
UCFA
82
United Capital Financial Advisors
Texas
$3.16M +$1.85M +14,689 +141%
CIM
83
Confluence Investment Management
Missouri
$3.16M +$3.16M +25,078 New
QI
84
QS Investors
New York
$3.13M +$3.13M +24,871 New
ACM
85
Aviance Capital Management
Florida
$3.01M -$6.48M -51,437 -68%
WT
86
Whittier Trust
California
$2.99M +$196K +1,558 +7%
FEG
87
Financial Enhancement Group
Indiana
$2.99M -$681K -5,403 -19%
Allianz Asset Management
88
Allianz Asset Management
Germany
$2.89M -$18.4M -145,666 -86%
CC
89
Cedar Capital
Illinois
$2.84M +$2.08M +16,494 +273%
AI
90
Atria Investments
North Carolina
$2.8M +$2.28M +18,131 +439%
BTS
91
BB&T Securities
Virginia
$2.77M +$1.09M +8,644 +65%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$2.57M +$2.07M +16,437 +411%
ECM
93
Exchange Capital Management
Michigan
$2.57M -$28.2K -224 -1%
ACM
94
Argentus Capital Management
Texas
$2.53M -$3.21M -25,516 -56%
CIM
95
Cambria Investment Management
California
$2.52M -$16.5K -131 -0.6%
TCM
96
Twele Capital Management
Minnesota
$2.49M +$819K +6,500 +49%
VFA
97
Voya Financial Advisors
Connecticut
$2.47M -$6.12M -48,659 -71%
KC
98
Kingfisher Capital
North Carolina
$2.43M -$104K -826 -4%
SYBT
99
Stock Yards Bank & Trust
Kentucky
$2.41M +$101K +800 +4%
SGI
100
Swan Global Investments
Colorado
$2.38M +$2.38M +18,934 New
2 3
4
5 6