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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

201 hedge funds and large institutions have $3.27B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 15 closing their positions.

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
5.42%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.57%
New
32
Increased
76
Reduced
69
Closed
15
Calls
$2.98M
Puts
$4.34M
Net Calls
-$1.36M
Net Calls Change
-$1.86M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$787M
2
FIM
2
Freedom Investment Management
Connecticut
$137M
3
JIR
3
James Investment Research
Ohio
$87.7M
4
UBS Group
4
UBS Group
Switzerland
$144M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$84.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.84M
2
Bank of America
2
Bank of America
North Carolina
$390M
3
SB
3
Suntrust Banks
Georgia
$39.6M
4
AssetMark Inc
4
AssetMark Inc
California
$62K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$34.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
101
SFMG Wealth Advisors
Texas
$933K 7,587 -17,007 -69%
Truist Financial
102
Truist Financial
North Carolina
$877K 7,136 +100 +1%
CB
103
Commerce Bank
Missouri
$869K 7,065 – –
MA
104
MUFG Americas
New York
$811K 6,590 +2,225 +51%
IFA
105
Interactive Financial Advisors
Illinois
$805K 6,547 -772 -11%
OC
106
Oarsman Capital
Wisconsin
$782K 6,362 +726 +13%
CWM
107
Concert Wealth Management
California
$778K 6,346 +2,113 +50%
PFA
108
Pure Financial Advisors
California
$767K 6,241 -11,705 -65%
PI
109
PineBridge Investments
New York
$762K 6,200 – –
NAM
110
NTV Asset Management
West Virginia
$743K 6,050 +1,650 +38%
LFG
111
LifePlan Financial Group
Ohio
$741K 6,023 +379 +7%
SS
112
Simplicity Solutions
Minnesota
$739K 6,012 -4,789 -44%
EDRH
113
Edmond de Rothschild Holding
Switzerland
$736K 5,986 +5,986 New
DADC
114
D.A. Davidson & Co
Montana
$713K 5,808 +886 +18%
AIP
115
Ameritas Investment Partners
Nebraska
$696K 5,668 -28 -0.5%
BOTW
116
Bank of the West
California
$657K 5,343 – –
FF
117
Friedenthal Financial
New Jersey
$634K 5,157 – –
AIIMS
118
Analyst IMS Investment Management Services
Israel
$632K 5,140 +5,140 New
EWM
119
Empirical Wealth Management
Washington
$602K 4,892 +82 +2%
AllianceBernstein
120
AllianceBernstein
Tennessee
$591K 4,804 +4,804 New
NIA
121
Northstar Investment Advisors
Colorado
$574K 4,672 -775 -14%
EDRS
122
Edmond de Rothschild (Suisse)
Switzerland
$559K 4,545 +4,545 New
AWE
123
Avidian Wealth Enterprises
Texas
$540K 4,393 +4,393 New
CLOS
124
Compagnie Lombard Odier SCmA
Switzerland
$534K 4,346 -3,500 -45%
P
125
PhaseCapital
New York
$532K 4,326 +3,126 +261%
3 4
5
6 7