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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

366 hedge funds and large institutions have $5.19B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+22
Holders Change %
+6.4%
% of All Funds
7.93%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.74%
New
68
Increased
115
Reduced
134
Closed
43
Calls
$3.61M
Puts
$7.04M
Net Calls
-$3.43M
Net Calls Change
-$4.69M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
2
SCM
SCS Capital Management
Massachusetts
$121M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
4
Creative Planning
Creative Planning
Kansas
$95.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
$246M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.45B
2
Ameriprise
Ameriprise
Minnesota
$67.1M
3
Fidelity International
Fidelity International
Bermuda
$0
4
Stifel Financial
Stifel Financial
Missouri
$91.5M
5
RWM
Ritholtz Wealth Management
New York
$894K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.18M -$803K -6,515 -13%
TC
102
Telemus Capital
Michigan
$5.1M -$229K -1,855 -4%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$4.87M -$1.01M -8,194 -17%
HighTower Advisors
104
HighTower Advisors
Illinois
$4.83M -$6.05M -49,178 -56%
DADC
105
D.A. Davidson & Co
Montana
$4.63M -$539K -4,375 -10%
TC
106
TAP Consulting
Missouri
$4.59M +$4.59M +37,288 New
Jane Street
107
Jane Street
New York
$4.41M +$4.41M +35,822 New
HH
108
Hilltop Holdings
Texas
$4.35M -$121K -981 -3%
WGCA
109
Wolf Group Capital Advisors
Virginia
$4.3M +$528K +4,286 +14%
M&T Bank
110
M&T Bank
New York
$4.24M +$24.6K +200 +0.6%
CI
111
Cavalier Investments
Georgia
$4.17M -$1.82M -14,813 -30%
MPW
112
MA Private Wealth
California
$4.09M -$134K -1,085 -3%
AIG
113
American International Group
New York
$4.05M – – –
Wolverine Trading
114
Wolverine Trading
Illinois
$4M +$139K +1,125 +4%
CIC
115
Carnegie Investment Counsel
Ohio
$3.92M +$1.26M +10,218 +47%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$3.91M -$3.65M -29,603 -48%
EWA
117
ERTS Wealth Advisors
Michigan
$3.9M -$782K -6,352 -17%
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$3.87M -$3.02M -24,990 -44%
CA
119
Calton & Associates
Florida
$3.86M +$3.86M +31,301 New
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$3.74M +$739 +6 +0%
WP
121
WealthShield Partners
North Carolina
$3.72M +$3.68M +29,908 +10,313%
AA
122
Alesco Advisors
New York
$3.22M – – –
MIAN
123
Mariner Independent Advisor Network
Kansas
$3.2M +$382K +3,118 +14%
CS
124
Comerica Securities
Michigan
$3.18M -$11.6K -94 -0.4%
SC
125
Scotia Capital
Ontario, Canada
$3.03M +$21.4K +174 +0.7%
3 4
5
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