IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

490 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.

Holders
490
Holders Change
+31
Holders Change %
+6.75%
% of All Funds
10.07%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
1.03%
New
86
Increased
193
Reduced
142
Closed
53
Calls
$28.4M
Puts
$151M
Net Calls
-$123M
Net Calls Change
-$75.1M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$529M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$674M
3
Ameriprise
3
Ameriprise
Minnesota
$248M
4
FIM
4
Freedom Investment Management
Connecticut
$101M
5
AssetMark Inc
5
AssetMark Inc
California
$80.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.63B
2
RWM
2
Ritholtz Wealth Management
New York
$6.05M
3
TWM
3
Tanglewood Wealth Management
Texas
$0
4
Truist Financial
4
Truist Financial
North Carolina
$118M
5
Morgan Stanley
5
Morgan Stanley
New York
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
101
Alhambra Investment Management
Florida
$8.03M 60,060 +2,395 +4%
MWM
102
Merriman Wealth Management
Washington
$7.98M 59,691 +71 +0.1%
PBO
103
Peoples Bank (Ohio)
Ohio
$7.63M 57,109 +2,523 +5%
RWM
104
RKL Wealth Management
Pennsylvania
$7.46M 55,813 +896 +2%
SFS
105
Sowell Financial Services
Arkansas
$7.25M 54,266 +33,079 +156%
RFC
106
Regions Financial Corp
Alabama
$6.8M 50,874 -4,282 -8%
AA
107
Alesco Advisors
New York
$6.78M 50,750 +1,835 +4%
BA
108
Ballew Advisors
Mississippi
$6.58M 49,241 -19,060 -28%
I
109
INVST
Indiana
$6.53M 48,963 -25,414 -34%
UCFA
110
United Capital Financial Advisors
Texas
$6.41M 47,925 +5,706 +14%
KF
111
Krilogy Financial
Missouri
$6.32M 47,289 -46,519 -50%
ASN
112
Advisory Services Network
Georgia
$6.21M 46,482 +31,476 +210%
SMG
113
Smart Money Group
Texas
$6.14M 45,939 +18,003 +64%
CMA
114
Cedar Mountain Advisors
Oregon
$6.12M 45,781 +45,781 New
GM
115
GeoWealth Management
Illinois
$6.1M 45,653 +45,653 New
WGCA
116
Wolf Group Capital Advisors
Virginia
$6.06M 45,329 +845 +2%
RWM
117
Ritholtz Wealth Management
New York
$6.05M 45,260 -958,301 -95%
RBCM
118
Raub Brock Capital Management
California
$6.05M 45,225 +45,225 New
GG
119
GenWealth Group
New Jersey
$5.95M 44,558 -65,477 -60%
Deutsche Bank
120
Deutsche Bank
Germany
$5.9M 44,159 +23,760 +116%
FAAS
121
First Allied Advisory Services
California
$5.76M 43,088 +16,106 +60%
RBA
122
Richard Bernstein Advisors
New York
$5.73M 42,884 +42,884 New
VCM
123
Virtue Capital Management
Tennessee
$5.69M 42,587 +42,587 New
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$5.65M 42,405 – –
Baird Financial Group
125
Baird Financial Group
Wisconsin
$5.53M 41,350 +10,678 +35%
3 4
5
6 7