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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

490 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.

Holders
490
Holders Change
+31
Holders Change %
+6.75%
% of All Funds
10.07%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
1.03%
New
86
Increased
193
Reduced
142
Closed
53
Calls
$28.4M
Puts
$151M
Net Calls
-$123M
Net Calls Change
-$75.1M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$529M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$674M
3
Ameriprise
3
Ameriprise
Minnesota
$248M
4
FIM
4
Freedom Investment Management
Connecticut
$101M
5
AssetMark Inc
5
AssetMark Inc
California
$80.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.63B
2
RWM
2
Ritholtz Wealth Management
New York
$6.05M
3
TWM
3
Tanglewood Wealth Management
Texas
$0
4
Truist Financial
4
Truist Financial
North Carolina
$118M
5
Morgan Stanley
5
Morgan Stanley
New York
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
DC
76
Davenport & Co
Virginia
$13.4M 100,024 +53,974 +117%
ST
77
Spinnaker Trust
Maine
$12.8M 95,727 -2,185 -2%
FI
78
FormulaFolio Investments
Michigan
$12.5M 93,832 +89,832 +2,246%
OAM
79
Oppenheimer Asset Management
New York
$12.1M 90,760 +87,261 +2,494%
DSN
80
D. Scott Neal
Kentucky
$11.5M 85,866 +9,245 +12%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$11.4M 85,184 +29,385 +53%
CCP
82
Cardan Capital Partners
Colorado
$10.9M 81,854 +81,854 New
DRS
83
Deane Retirement Strategies
Louisiana
$10.6M 79,108 +1,264 +2%
WANY
84
Wealthspire Advisors (New York)
New York
$10.2M 76,386 -7,869 -9%
EC
85
Estate Counselors
Wisconsin
$10.1M 75,320 -4,005 -5%
AIG
86
American International Group
New York
$10.1M 75,200 +12,100 +19%
CISOA
87
Capital Investment Services of America
Wisconsin
$9.94M 74,360 +1,695 +2%
CSIA
88
Charles Schwab Investment Advisory
California
$9.83M 73,538 -339,437 -82%
TPCW
89
TD Private Client Wealth
New York
$9.28M 69,418 +8,695 +14%
WCM
90
Wealthcare Capital Management
Virginia
$9.26M 69,247 +919 +1%
EB
91
Eastern Bank
Massachusetts
$8.95M 66,956 -284,166 -81%
FTUS
92
Flow Traders U.S.
New York
$8.69M 64,979 +15,514 +31%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$8.65M 64,715 +8,647 +15%
FF
94
Friedenthal Financial
New Jersey
$8.62M 64,459 +64,459 New
OWA
95
Outlook Wealth Advisors
Texas
$8.62M 64,450 +49,742 +338%
AI
96
Atria Investments
North Carolina
$8.52M 63,720 +63,720 New
Northern Trust
97
Northern Trust
Illinois
$8.51M 69,340 +44,062 +174%
SFG
98
Summit Financial Group
West Virginia
$8.34M 62,352 -702 -1%
SCI
99
Stableford Capital II
Arizona
$8.31M 62,169 +62,169 New
ECM
100
ETrade Capital Management
Virginia
$8.29M 62,044 -5,655 -8%
2 3
4
5 6