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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

459 hedge funds and large institutions have $8.61B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+53
Holders Change %
+13.05%
% of All Funds
10.14%
Holding in Top 10
56
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+33.33%
% of All Funds
1.24%
New
106
Increased
151
Reduced
143
Closed
43
Calls
$14.6M
Puts
$62.5M
Net Calls
-$47.8M
Net Calls Change
-$54.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.12B
2
Financial Engines Advisors
Financial Engines Advisors
California
$558M
3
SCM
SCS Capital Management
Massachusetts
$243M
4
Truist Financial
Truist Financial
North Carolina
$184M
5
RWM
Ritholtz Wealth Management
New York
$134M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$441M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M
3
AA
Ancora Advisors
Ohio
$21.3M
4
HNB
Huntington National Bank
Ohio
$32.8M
5
Prudential Financial
Prudential Financial
New Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
101
RKL Wealth Management
Pennsylvania
$7.32M +$582K +4,361 +9%
PBO
102
Peoples Bank (Ohio)
Ohio
$7.28M +$446K +3,341 +7%
AIP
103
Almanack Investment Partners
Pennsylvania
$6.85M +$6.57M +49,258 +2,320%
SS
104
Simplicity Solutions
Minnesota
$6.79M +$5.26M +39,411 +343%
1832 Asset Management
105
1832 Asset Management
Ontario, Canada
$6.74M -$328K -2,441 -5%
FTUS
106
Flow Traders U.S.
New York
$6.6M +$6.6M +49,465 New
AA
107
Alesco Advisors
New York
$6.52M +$3.03M +22,735 +87%
CWA
108
Core Wealth Advisors
Florida
$6.42M +$337K +2,525 +6%
DC
109
Davenport & Co
Virginia
$6.14M +$3.78M +28,360 +160%
WGCA
110
Wolf Group Capital Advisors
Virginia
$5.93M +$368K +2,759 +7%
CC
111
Cedar Capital
Illinois
$5.86M +$5.86M +43,910 New
CIM
112
Cambria Investment Management
California
$5.75M +$5.75M +43,116 New
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$5.65M +$5.65M +42,405 New
UCFA
114
United Capital Financial Advisors
Texas
$5.63M +$2.82M +21,136 +100%
PAG
115
Private Advisor Group
New Jersey
$5.46M +$3.31M +24,852 +155%
PFS
116
Prospera Financial Services
Texas
$5.19M +$4.94M +37,046 +1,981%
WT
117
Whittier Trust
California
$5.04M -$113K -845 -2%
TC
118
Telemus Capital
Michigan
$5.04M -$107K -802 -2%
LFASL
119
Lugano Financial Advisors SA (LFA)
Switzerland
$5.03M -$2.22M -17,365 -31%
CG
120
Cutler Group
California
$5.01M +$5.01M +37,600 New
Prudential Financial
121
Prudential Financial
New Jersey
$4.79M -$33.4M -250,359 -87%
MPW
122
MA Private Wealth
California
$4.7M -$533 -4 -0%
CA
123
Cetera Advisors
Colorado
$4.55M -$12.7M -95,472 -74%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$4.53M -$542K -4,065 -11%
BCM
125
Brookstone Capital Management
Illinois
$4.46M -$1.66M -12,447 -27%
3 4
5
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