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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

309 hedge funds and large institutions have $6.04B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+8
Holders Change %
+2.66%
% of All Funds
7.08%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.46%
New
40
Increased
115
Reduced
95
Closed
32
Calls
$3.13M
Puts
$2.55M
Net Calls
+$584K
Net Calls Change
+$561K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$615M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$259M
3
PCA
3
Personal Capital Advisors
California
$223M
4
PG
4
Proffitt & Goodson
Tennessee
$45.1M
5
CSIA
5
Charles Schwab Investment Advisory
California
$52.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$57.9M
2
Bank of America
2
Bank of America
North Carolina
$2.21B
3
AssetMark Inc
3
AssetMark Inc
California
$63.5M
4
VIM
4
VCU Investment Management
Virginia
$0
5
HNB
5
Huntington National Bank
Ohio
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$2.18M +$2.18M +18,335 New
EIA
102
Eldridge Investment Advisors
New Hampshire
$2.17M +$261K +2,200 +14%
RVM
103
Robinson Value Management
Texas
$2.05M -$33.2K -279 -2%
A
104
AdvicePeriod
California
$2.02M +$1.02M +8,551 +102%
BTS
105
BB&T Securities
Virginia
$2M +$148K +1,240 +8%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$2M +$442K +3,712 +28%
SYBT
107
Stock Yards Bank & Trust
Kentucky
$1.98M -$908K -7,627 -31%
PCM
108
Peak Capital Management
Colorado
$1.98M -$541K -4,567 -21%
SC
109
Slow Capital
California
$1.97M -$91.1K -765 -4%
BB
110
Bell Bank
North Dakota
$1.94M +$2.62K +22 +0.1%
GG
111
GenWealth Group
New Jersey
$1.94M +$238K +2,000 +14%
APA
112
American Portfolios Advisors
New York
$1.93M +$197K +1,652 +11%
BAM
113
Belpointe Asset Management
Nevada
$1.83M +$1.83M +15,401 New
Deutsche Bank
114
Deutsche Bank
Germany
$1.81M – – –
GEM
115
Global Endowment Management
North Carolina
$1.81M – – –
IFS
116
Ifrah Financial Services
Arkansas
$1.78M -$11.5K -97 -0.6%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$1.72M +$167K +1,400 +11%
QFA
118
Quattro Financial Advisors
Texas
$1.62M +$1.24M +10,471 +324%
LWM
119
Lyons Wealth Management
Florida
$1.61M -$814K -6,830 -34%
MAM
120
Meeder Asset Management
Ohio
$1.61M -$1.16M -9,772 -42%
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$1.55M +$45.5K +382 +3%
SBWM
122
Sunflower Bank Wealth Management
Arizona
$1.52M +$65.5K +550 +5%
FPS
123
Fieldpoint Private Securities
Connecticut
$1.45M +$1.11M +9,312 +328%
BAC
124
Boys Arnold & Co
North Carolina
$1.44M +$121K +1,018 +9%
BCM
125
Brookstone Capital Management
Illinois
$1.36M +$21.3K +179 +2%
3 4
5
6 7