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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

186 hedge funds and large institutions have $2.87B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+31
Holders Change %
+20%
% of All Funds
4.96%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.4%
New
46
Increased
66
Reduced
51
Closed
13
Calls
$978K
Puts
$1.39M
Net Calls
-$416K
Net Calls Change
-$526K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$403M
2
Bank of America
2
Bank of America
North Carolina
$391M
3
UBS Group
3
UBS Group
Switzerland
$96.1M
4
SB
4
Suntrust Banks
Georgia
$347M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$154M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$6.18M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$5.21M
3
CSIA
3
Charles Schwab Investment Advisory
California
$63.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$101M
5
CC
5
Curian Capital
Colorado
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
FNBT
101
FineMark National Bank & Trust
Florida
$747K 6,108 +2,700 +79%
NIA
102
Northstar Investment Advisors
Colorado
$696K 5,687 -24 -0.4%
AIP
103
Ameritas Investment Partners
Nebraska
$679K 5,554 +5,554 New
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$670K 5,475 +5,475 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$656K 5,359 -4,100 -43%
BOTW
106
Bank of the West
California
$654K 5,343 +5,343 New
AssetMark Inc
107
AssetMark Inc
California
$633K 5,172 -877 -14%
FF
108
Friedenthal Financial
New Jersey
$631K 5,157 – –
OC
109
Oarsman Capital
Wisconsin
$617K 5,045 -1,320 -21%
EWM
110
Empirical Wealth Management
Washington
$611K 4,993 -486 -9%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$605K 4,944 +4,944 New
DADC
112
D.A. Davidson & Co
Montana
$590K 4,838 – –
CAM
113
Concorde Asset Management
Michigan
$583K 4,769 +4,769 New
GHF
114
Good Harbor Financial
Illinois
$574K 4,695 +4,695 New
CA
115
Commerzbank Aktiengesellschaft
Germany
$571K 4,671 -2,800 -37%
PAM
116
Peak Asset Management
Colorado
$532K 4,349 +4,349 New
PA
117
Pinnacle Associates
New York
$530K 4,330 +4,330 New
MA
118
MUFG Americas
New York
$522K 4,265 – –
CT
119
Coastline Trust
Rhode Island
$510K 4,165 +4,165 New
RFC
120
Regions Financial Corp
Alabama
$499K 4,080 +726 +22%
MCC
121
Mid Continent Capital
Illinois
$489K 4,000 – –
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$474K 3,875 +255 +7%
M&T Bank
123
M&T Bank
New York
$453K 3,703 -2,150 -37%
RIA
124
Regal Investment Advisors
Michigan
$440K 3,596 -138 -4%
SWP
125
Stratos Wealth Partners
Ohio
$409K 3,341 +3,341 New
3 4
5
6 7