IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

459 hedge funds and large institutions have $8.61B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+53
Holders Change %
+13.05%
% of All Funds
10.14%
Holding in Top 10
56
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+33.33%
% of All Funds
1.24%
New
106
Increased
151
Reduced
143
Closed
43
Calls
$14.6M
Puts
$62.5M
Net Calls
-$47.8M
Net Calls Change
-$54.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.12B
2
Financial Engines Advisors
Financial Engines Advisors
California
$558M
3
SCM
SCS Capital Management
Massachusetts
$243M
4
Truist Financial
Truist Financial
North Carolina
$184M
5
RWM
Ritholtz Wealth Management
New York
$134M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$441M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M
3
AA
Ancora Advisors
Ohio
$21.3M
4
HNB
Huntington National Bank
Ohio
$32.8M
5
Prudential Financial
Prudential Financial
New Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$12.2M +$8.91M +66,759 +272%
FIM
77
Freedom Investment Management
Connecticut
$12.1M +$118K +926 +1%
VWA
78
Visionary Wealth Advisors
Illinois
$12.1M +$5.51M +41,330 +84%
WANY
79
Wealthspire Advisors (New York)
New York
$11.2M -$1.17M -8,738 -9%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M +$11.1M +83,465 New
QA
81
Quantitative Advantage
Minnesota
$10.7M +$10.7M +79,875 New
EC
82
Estate Counselors
Wisconsin
$10.6M +$743K +5,575 +8%
DRS
83
Deane Retirement Strategies
Louisiana
$10.4M +$23.3K +175 +0.2%
DSN
84
D. Scott Neal
Kentucky
$10.2M +$10.2M +76,621 New
AWM
85
AE Wealth Management
Kansas
$10M +$7.61M +57,038 +314%
I
86
INVST
Indiana
$9.91M +$8.23M +61,719 +488%
CISOA
87
Capital Investment Services of America
Wisconsin
$9.69M +$8.38M +62,860 +641%
WCM
88
Wealthcare Capital Management
Virginia
$9.11M -$466K -3,492 -5%
BA
89
Ballew Advisors
Mississippi
$9.11M +$1.87M +14,046 +26%
ECM
90
ETrade Capital Management
Virginia
$9.03M +$326K +2,445 +4%
AssetMark Inc
91
AssetMark Inc
California
$8.72M -$2.4M -18,027 -22%
AIG
92
American International Group
New York
$8.41M -$2.24M -16,800 -21%
SFG
93
Summit Financial Group
West Virginia
$8.41M -$54.3K -407 -0.6%
TPCW
94
TD Private Client Wealth
New York
$8.1M +$351K +2,635 +5%
CIC
95
Carnegie Investment Counsel
Ohio
$7.97M +$673K +5,048 +9%
MWM
96
Merriman Wealth Management
Washington
$7.95M -$225K -1,687 -3%
AIM
97
Alhambra Investment Management
Florida
$7.69M -$1.18M -8,836 -13%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$7.48M -$331K -2,479 -4%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$7.44M -$2.41M -18,047 -24%
RFC
100
Regions Financial Corp
Alabama
$7.36M -$2.3M -17,280 -24%
2 3
4
5 6