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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

301 hedge funds and large institutions have $5.55B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 92 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+16
Holders Change %
+5.61%
% of All Funds
6.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.48%
New
50
Increased
92
Reduced
108
Closed
32
Calls
$1.95M
Puts
$1.92M
Net Calls
+$23K
Net Calls Change
-$376K

Top Buyers

1
FIM
1
Freedom Investment Management
Connecticut
$222M
2
Bank of America
2
Bank of America
North Carolina
$2.31B
3
MG
3
Mather Group
Illinois
$87.8M
4
Fidelity International
4
Fidelity International
Bermuda
$194M
5
AssetMark Inc
5
AssetMark Inc
California
$108M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$792K
2
RIM
2
Redwood Investment Management
Arizona
$0
3
SMM
3
Stadion Money Management
Georgia
$0
4
Ameriprise
4
Ameriprise
Minnesota
$363M
5
TWM
5
Tanglewood Wealth Management
Texas
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
76
Betterment LLC
New York
$3.83M +$617K +5,142 +19%
KP
77
Keel Point
Alabama
$3.33M +$740K +6,167 +29%
NAM
78
NorthCoast Asset Management
Connecticut
$3.31M +$3.31M +27,568 New
AA
79
Alesco Advisors
New York
$3.12M – – –
TIM
80
Tortoise Investment Management
New York
$3.09M +$217K +1,812 +8%
CS
81
Comerica Securities
Michigan
$3.08M -$348K -2,898 -10%
Northern Trust
82
Northern Trust
Illinois
$3.05M -$3.45M -29,212 -53%
Renaissance Technologies
83
Renaissance Technologies
New York
$2.99M +$2.99M +24,900 New
SYBT
84
Stock Yards Bank & Trust
Kentucky
$2.91M -$39K -325 -1%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$2.87M -$341K -2,842 -11%
BEC
86
Blue Edge Capital
Virginia
$2.81M +$23.5K +196 +0.8%
MAM
87
Meeder Asset Management
Ohio
$2.79M +$1.27M +10,549 +83%
AG
88
Advisor Group
Arizona
$2.78M -$1.35M -11,263 -33%
AIG
89
American International Group
New York
$2.75M – – –
MML Investors Services
90
MML Investors Services
Massachusetts
$2.69M -$1.98M -16,480 -42%
RWM
91
RKL Wealth Management
Pennsylvania
$2.59M +$33.5K +279 +1%
PCM
92
Peak Capital Management
Colorado
$2.56M +$963K +8,023 +60%
LWM
93
Lyons Wealth Management
Florida
$2.45M +$400K +3,329 +20%
CWM
94
Cornerstone Wealth Management
Missouri
$2.4M +$2.37M +283,896 +9,763%
SC
95
Scotia Capital
Ontario, Canada
$2.39M – – –
1832 Asset Management
96
1832 Asset Management
Ontario, Canada
$2.38M -$573K -4,803 -19%
Truist Financial
97
Truist Financial
North Carolina
$2.37M -$119K -991 -5%
LFG
98
LifePlan Financial Group
Ohio
$2.36M +$353K +2,946 +18%
FFS
99
Founders Financial Securities
Maryland
$2.31M +$2.31M +19,279 New
ACM
100
AUA Capital Management
Pennsylvania
$2.26M -$173K -1,440 -7%
2 3
4
5 6