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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

371 hedge funds and large institutions have $5.72B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
8.07%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.89%
New
51
Increased
140
Reduced
126
Closed
38
Calls
$5.58M
Puts
$7.19M
Net Calls
-$1.61M
Net Calls Change
+$1.82M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$362M
2
FIM
2
Freedom Investment Management
Connecticut
$117M
3
TWM
3
Tanglewood Wealth Management
Texas
$72.1M
4
EB
4
Eastern Bank
Massachusetts
$58.8M
5
SFG
5
SNS Financial Group
Minnesota
$40.4M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
LJAC
2
L.J. Altfest & Co
New York
$6.24M
3
HNB
3
Huntington National Bank
Ohio
$29.2M
4
SAS
4
Sage Advisory Services
Texas
$0
5
CPO
5
Cerity Partners OCIO
New York
$74.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
76
JMG Financial Group
Illinois
$9.11M -$135K -1,075 -1%
WCM
77
Wealthcare Capital Management
Virginia
$9.01M -$87.5K -696 -1%
AI
78
Atria Investments
North Carolina
$8.84M +$7.2M +56,636 +437%
NAM
79
NorthCoast Asset Management
Connecticut
$8.69M -$9.25M -73,377 -52%
VFA
80
Voya Financial Advisors
Connecticut
$8.35M -$1.2M -9,544 -13%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$8.22M +$1.11M +8,842 +16%
PA
82
Parkside Advisors
California
$8.03M -$30.4K -242 -0.4%
SFG
83
Summit Financial Group
West Virginia
$7.99M +$7.99M +63,500 New
TW
84
Transform Wealth
Colorado
$7.92M +$7.92M +63,010 New
CIM
85
Cambria Investment Management
California
$7.73M +$729K +5,801 +10%
AWMS
86
Advocacy Wealth Management Services
Georgia
$7.65M +$5.67M +45,117 +288%
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$7.49M +$491K +3,909 +7%
Citadel Advisors
88
Citadel Advisors
Florida
$7.42M -$6.05M -48,114 -45%
LWM
89
Lyons Wealth Management
Florida
$7.34M +$1.45M +13,145 +25%
I
90
INVST
Indiana
$6.86M -$4.57M -36,416 -40%
1832 Asset Management
91
1832 Asset Management
Ontario, Canada
$6.78M +$2.75M +21,870 +68%
PBO
92
Peoples Bank (Ohio)
Ohio
$6.67M +$416K +3,311 +7%
RWM
93
RKL Wealth Management
Pennsylvania
$6.3M +$963K +7,657 +18%
LJAC
94
L.J. Altfest & Co
New York
$6.24M -$50.4M -400,561 -89%
CA
95
Calton & Associates
Florida
$6.2M +$2.27M +18,015 +58%
BA
96
Ballew Advisors
Mississippi
$6.08M +$644K +5,143 +12%
UCFA
97
United Capital Financial Advisors
Texas
$5.09M -$14.6M -116,491 -74%
CIC
98
Carnegie Investment Counsel
Ohio
$5.07M +$1.07M +8,474 +27%
WT
99
Whittier Trust
California
$4.96M -$790K -6,281 -14%
TC
100
Telemus Capital
Michigan
$4.75M -$498K -3,926 -9%
2 3
4
5 6