IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

366 hedge funds and large institutions have $5.19B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+22
Holders Change %
+6.4%
% of All Funds
7.93%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.74%
New
68
Increased
115
Reduced
134
Closed
43
Calls
$3.61M
Puts
$7.04M
Net Calls
-$3.43M
Net Calls Change
-$4.69M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
2
SCM
SCS Capital Management
Massachusetts
$121M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
4
Creative Planning
Creative Planning
Kansas
$95.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
$246M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.45B
2
Ameriprise
Ameriprise
Minnesota
$67.1M
3
Fidelity International
Fidelity International
Bermuda
$0
4
Stifel Financial
Stifel Financial
Missouri
$91.5M
5
RWM
Ritholtz Wealth Management
New York
$894K
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
76
Estate Counselors
Wisconsin
$8.41M +$5.54M +44,950 +193%
PA
77
Parkside Advisors
California
$7.9M -$188K -1,527 -2%
MWM
78
Merriman Wealth Management
Washington
$7.86M +$14.5K +118 +0.2%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$7.86M +$4.46M +36,233 +131%
Millennium Management
80
Millennium Management
New York
$7.67M +$7.67M +62,263 New
Natixis Advisors
81
Natixis Advisors
Massachusetts
$7.46M -$6.96M -56,490 -48%
AG
82
Advisor Group
Arizona
$7.38M +$370K +3,001 +5%
BEC
83
Blue Edge Capital
Virginia
$7.3M +$536K +4,348 +8%
ECM
84
ETrade Capital Management
Virginia
$7.07M -$5.72M -46,454 -45%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$6.96M -$1.95M -15,822 -22%
CIM
86
Cambria Investment Management
California
$6.86M -$21.9K -178 -0.3%
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$6.85M -$248K -2,022 -3%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$6.65M -$9.8M -79,582 -60%
LWM
89
Lyons Wealth Management
Florida
$6.61M +$6.23M +50,594 +1,681%
FA
90
Forefront Analytics
Pennsylvania
$6.56M -$47.5K -386 -0.7%
SG Americas Securities
91
SG Americas Securities
New York
$6.47M +$6.47M +52,533 New
PBO
92
Peoples Bank (Ohio)
Ohio
$6.13M +$1.28M +10,385 +26%
SGI
93
Swan Global Investments
Colorado
$5.86M +$1.24M +10,260 +27%
RBCM
94
Raub Brock Capital Management
California
$5.83M -$62.2K -505 -1%
Northern Trust
95
Northern Trust
Illinois
$5.81M -$797K -6,561 -12%
WT
96
Whittier Trust
California
$5.64M +$384K +3,113 +7%
BA
97
Ballew Advisors
Mississippi
$5.33M -$67.1K -547 -1%
PI
98
PFS Investments
Georgia
$5.25M -$9.77M -79,314 -65%
RWM
99
RKL Wealth Management
Pennsylvania
$5.23M +$1.02M +8,305 +24%
ECA
100
Elevated Capital Advisors
Utah
$5.23M +$5.23M +39,152 New
2 3
4
5 6