IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

406 hedge funds and large institutions have $7.48B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 136 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
8.02%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.83%
New
81
Increased
136
Reduced
140
Closed
39
Calls
$18.7M
Puts
$12.1M
Net Calls
+$6.59M
Net Calls Change
+$8.87M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.68B
2
MMI
2
Matson Money Inc
Ohio
$162M
3
JHCM
3
Juniper Hill Capital Management
California
$99.4M
4
Creative Planning
4
Creative Planning
Kansas
$474M
5
Truist Financial
5
Truist Financial
North Carolina
$43.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$257M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$77.2M
3
FIM
3
Freedom Investment Management
Connecticut
$11.8M
4
Bank of America
4
Bank of America
North Carolina
$1.47B
5
IA
5
IndexIQ Advisors
New York
$66K
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
76
ETrade Capital Management
Virginia
$8.21M 65,254 +30,568 +88%
SFG
77
Summit Financial Group
West Virginia
$7.98M 63,461 +617 +1%
MWM
78
Merriman Wealth Management
Washington
$7.71M 61,307 -1,059 -2%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$7.64M 60,731 -2,070 -3%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$7.36M 58,547 +11,937 +26%
TPCW
81
TD Private Client Wealth
New York
$7.3M 58,088 +58,088 New
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$7.16M 57,655 -435 -0.7%
LFASL
83
Lugano Financial Advisors SA (LFA)
Switzerland
$7.12M 56,605 +56,605 New
JFG
84
JMG Financial Group
Illinois
$6.93M 55,120 -6,604 -11%
CIC
85
Carnegie Investment Counsel
Ohio
$6.88M 54,726 +9,558 +21%
BA
86
Ballew Advisors
Mississippi
$6.84M 54,255 +1,216 +2%
CA
87
Calton & Associates
Florida
$6.77M 53,838 +2,648 +5%
AG
88
Advisor Group
Arizona
$6.71M 53,339 -3,489 -6%
1832 Asset Management
89
1832 Asset Management
Ontario, Canada
$6.62M 52,619 -2,794 -5%
PBO
90
Peoples Bank (Ohio)
Ohio
$6.44M 51,245 -1,046 -2%
RWM
91
RKL Wealth Management
Pennsylvania
$6.36M 50,556 +3,358 +7%
VWA
92
Visionary Wealth Advisors
Illinois
$6.21M 49,369 +49,369 New
BCM
93
Brookstone Capital Management
Illinois
$5.77M 45,905 -10,724 -19%
CWA
94
Core Wealth Advisors
Florida
$5.74M 45,625 +45,625 New
DIM
95
Delta Investment Management
California
$5.72M 45,471 +11,196 +33%
WGCA
96
Wolf Group Capital Advisors
Virginia
$5.25M 41,725 +3,114 +8%
PCP
97
Proficio Capital Partners
Massachusetts
$5M 39,785 -9,810 -20%
LWM
98
Lyons Wealth Management
Florida
$4.95M 39,325 -8,268 -17%
WT
99
Whittier Trust
California
$4.86M 38,668 -262 -0.7%
TC
100
Telemus Capital
Michigan
$4.84M 38,513 -935 -2%
2 3
4
5 6