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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

261 hedge funds and large institutions have $4.07B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
6.51%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.35%
New
41
Increased
84
Reduced
102
Closed
30
Calls
$307K
Puts
$1.3M
Net Calls
-$997K
Net Calls Change
+$17M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$178M
2
T
2
Thomaspartners
Massachusetts
$106M
3
AssetMark Inc
3
AssetMark Inc
California
$38.1M
4
CA
4
Cambridge Associates
Massachusetts
$99M
5
SCM
5
SCS Capital Management
Massachusetts
$31.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$97.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.6M
3
Wells Fargo
3
Wells Fargo
California
$178M
4
SWA
4
SFMG Wealth Advisors
Texas
$0
5
FEG
5
Fund Evaluation Group
Ohio
$6.78M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
76
StrategIQ Financial Group
Indiana
$4.24M 34,471 +3,387 +11%
DADC
77
D.A. Davidson & Co
Montana
$4.02M 32,632 +4,277 +15%
PA
78
Parkside Advisors
California
$3.96M 32,213 +3,002 +10%
SCA
79
Snowden Capital Advisors
New York
$3.79M 30,815 -2,022 -6%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$3.74M 30,366 +5,529 +22%
WT
81
Whittier Trust
California
$3.65M 29,697 +1,221 +4%
TFA
82
Transamerica Financial Advisors
Florida
$3.53M 28,641 -2,146 -7%
AA
83
Alesco Advisors
New York
$3.34M 27,145 +14,700 +118%
IA
84
IndexIQ Advisors
New York
$3.12M 25,335 -12,834 -34%
TCM
85
Twele Capital Management
Minnesota
$3.1M 25,228 – –
SFS
86
Sowell Financial Services
Arkansas
$2.96M 23,887 -607 -2%
CS
87
Comerica Securities
Michigan
$2.89M 23,485 +23,485 New
WIC
88
Whitegate Investment Counselors
New Hampshire
$2.82M 22,932 -1,331 -5%
Franklin Resources
89
Franklin Resources
California
$2.73M 22,161 -5,544 -20%
SYBT
90
Stock Yards Bank & Trust
Kentucky
$2.68M 21,740 -1,864 -8%
PWM
91
Perigon Wealth Management
California
$2.61M 21,187 +15 +0.1%
CG
92
Colony Group
Massachusetts
$2.58M 20,985 -8,823 -30%
BSWMG
93
Barrington Strategic Wealth Management Group
Illinois
$2.5M 20,341 +6,065 +42%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$2.46M 20,016 -17,135 -46%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$2.37M 19,236 -9,580 -33%
BEC
96
Blue Edge Capital
Virginia
$2.31M 18,801 -978 -5%
AG
97
Advisor Group
Arizona
$2.26M 18,388 -2,634 -13%
ECM
98
Exchange Capital Management
Michigan
$2.1M 17,038 -816 -5%
TIM
99
Tortoise Investment Management
New York
$2.04M 16,608 +8,418 +103%
TAIM
100
TD Ameritrade Investment Management
Nebraska
$2.03M 16,514 +2,294 +16%
2 3
4
5 6