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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

344 hedge funds and large institutions have $6.62B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
7.68%
Holding in Top 10
32
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+60%
% of All Funds
0.71%
New
81
Increased
112
Reduced
101
Closed
43
Calls
$2.83M
Puts
$1.57M
Net Calls
+$1.26M
Net Calls Change
+$677K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$204M
2
RWM
Ritholtz Wealth Management
New York
$128M
3
KP
Keel Point
Alabama
$126M
4
MLM
Mount Lucas Management
Pennsylvania
$99.7M
5
Bank of America
Bank of America
North Carolina
$2.35B

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
$12M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$98.3M
3
Ameriprise
Ameriprise
Minnesota
$536M
4
CWM
Cornerstone Wealth Management
Missouri
$563K
5
KPAG
KLS Professional Advisors Group
New York
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
101
American International Group
New York
$3.99M -$4.72M -38,900 -54%
Wolverine Trading
102
Wolverine Trading
Illinois
$3.8M +$2.62M +21,580 +221%
WGCA
103
Wolf Group Capital Advisors
Virginia
$3.71M +$1.34M +11,013 +56%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$3.68M +$520K +4,283 +16%
ACM
105
Ashford Capital Management
Delaware
$3.65M +$876K +7,212 +32%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$3.35M +$1.31M +10,757 +64%
AA
107
Alesco Advisors
New York
$3.17M +$15.2K +125 +0.5%
CS
108
Comerica Securities
Michigan
$3.15M +$119K +977 +4%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$3.11M +$1.53M +12,614 +97%
SC
110
Scotia Capital
Ontario, Canada
$2.97M -$242K -1,990 -8%
RWA
111
Redhawk Wealth Advisors
Minnesota
$2.93M +$2.93M +24,087 New
CCA
112
Checchi Capital Advisers
California
$2.92M +$482K +3,972 +20%
EC
113
Estate Counselors
Wisconsin
$2.83M +$2.83M +23,300 New
MIAN
114
Mariner Independent Advisor Network
Kansas
$2.8M +$2.8M +23,033 New
FPS
115
Fieldpoint Private Securities
Connecticut
$2.76M +$1.29M +10,602 +87%
VC
116
Vicus Capital
Pennsylvania
$2.74M -$7.23M -59,511 -73%
CIC
117
Carnegie Investment Counsel
Ohio
$2.62M -$260K -2,141 -9%
CB
118
Commerce Bank
Missouri
$2.61M +$137K +1,131 +6%
TIM
119
Tortoise Investment Management
New York
$2.48M -$720K -5,928 -23%
A
120
AdvicePeriod
California
$2.41M +$354K +2,916 +17%
FF
121
Fluent Financial
Texas
$2.38M +$2.38M +19,570 New
APA
122
American Portfolios Advisors
New York
$2.34M +$379K +3,119 +19%
EIA
123
Eldridge Investment Advisors
New Hampshire
$2.33M +$118K +975 +5%
ACM
124
AUA Capital Management
Pennsylvania
$2.24M -$41.8K -344 -2%
LFG
125
LifePlan Financial Group
Ohio
$2.18M -$81.8K -674 -4%
3 4
5
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