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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

406 hedge funds and large institutions have $7.48B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 136 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
8.02%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.83%
New
81
Increased
136
Reduced
140
Closed
39
Calls
$18.7M
Puts
$12.1M
Net Calls
+$6.59M
Net Calls Change
+$8.87M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.68B
2
MMI
2
Matson Money Inc
Ohio
$162M
3
JHCM
3
Juniper Hill Capital Management
California
$99.4M
4
Creative Planning
4
Creative Planning
Kansas
$474M
5
Truist Financial
5
Truist Financial
North Carolina
$43.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$257M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$77.2M
3
FIM
3
Freedom Investment Management
Connecticut
$11.8M
4
Bank of America
4
Bank of America
North Carolina
$1.47B
5
IA
5
IndexIQ Advisors
New York
$66K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$4.81M 38,208 -916 -2%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$4.78M 37,998 -82,309 -68%
DLHL
103
Donald L. Hagan LLC
Florida
$4.77M 37,682 +37,682 New
MPW
104
MA Private Wealth
California
$4.43M 35,222 -451 -1%
TC
105
TAP Consulting
Missouri
$4.31M 34,273 -995 -3%
RHP
106
Royal Harbor Partners
Texas
$4.25M 33,795 +33,795 New
AAG
107
Avalon Advisory Group
Pennsylvania
$4.12M 32,752 +32,752 New
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$4.05M 32,242 -24,201 -43%
A
109
AdvicePeriod
California
$4.05M 32,162 -765 -2%
NFG
110
Next Financial Group
Texas
$3.98M 31,639 +25,334 +402%
MIAN
111
Mariner Independent Advisor Network
Kansas
$3.96M 31,483 +1,093 +4%
GDP
112
Great Diamond Partners
Maine
$3.94M 31,347 +31,347 New
AWMS
113
Advocacy Wealth Management Services
Georgia
$3.83M 30,421 -38,585 -56%
PA
114
Pinnacle Associates
New York
$3.79M 30,133 +803 +3%
SC
115
Scotia Capital
Ontario, Canada
$3.68M 29,245 +10,976 +60%
GEM
116
Global Endowment Management
North Carolina
$3.61M 28,700 +13,500 +89%
BC
117
Burleson & Co
California
$3.6M 28,461 -1,691 -6%
FA
118
Forefront Analytics
Pennsylvania
$3.54M 28,089 +697 +3%
OR
119
Olympiad Research
Connecticut
$3.53M 28,042 +28,042 New
PWMAG
120
Pinnacle Wealth Management Advisory Group
New Jersey
$3.44M 27,326 +960 +4%
Deutsche Bank
121
Deutsche Bank
Germany
$3.3M 26,277 -4,125 -14%
AA
122
Alesco Advisors
New York
$3.29M 26,180 +115 +0.4%
IMC Chicago
123
IMC Chicago
Illinois
$3.29M 26,167 +26,167 New
APA
124
American Portfolios Advisors
New York
$3.27M 26,008 +3,487 +15%
5L
125
55I LLC
Massachusetts
$3.24M 25,773 +2,794 +12%
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