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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

144 hedge funds and large institutions have $1.98B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-7
Holders Change %
-4.64%
% of All Funds
4.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
13
Increased
48
Reduced
61
Closed
18
Calls
$670K
Puts
$524K
Net Calls
+$146K
Net Calls Change
+$496K

Top Buyers

1
FIM
1
Freedom Investment Management
Connecticut
$86.1M
2
CPO
2
Cerity Partners OCIO
New York
$44.1M
3
MAA
3
Managed Account Advisors
New Jersey
$46.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.4M
5
U
5
UBS
Switzerland
$66.3M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$20.3M
2
Barclays
2
Barclays
United Kingdom
$3.73M
3
JIR
3
James Investment Research
Ohio
$36.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16M
5
SAS
5
Sage Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1IC
126
1919 Investment Counsel
Maryland
$85K – – –
ClearBridge Investments
127
ClearBridge Investments
New York
$68K +$605 +5 +0.9%
BRWA
128
B. Riley Wealth Advisors
Florida
$67.6K +$67.6K +555 New
VCM
129
Vigilant Capital Management
Maine
$60K -$47.8K -390 -44%
BPBT
130
Boston Private Bank & Trust
Massachusetts
$53K – – –
VIA
131
Vantage Investment Advisors
Pennsylvania
$49K – – –
M&T Bank
132
M&T Bank
New York
$45K – – –
CG
133
Colony Group
Massachusetts
$41K – – –
IPC
134
Independent Portfolio Consultants
Florida
$40K -$399K -3,295 -91%
GI
135
Gradient Investments
Minnesota
$30K -$9.68K -80 -24%
CHAM
136
Clear Harbor Asset Management
Connecticut
$27K +$27K +225 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$16K – – –
S
138
SignatureFD
Georgia
$14K – – –
MAS
139
Madden Advisory Services
Florida
$13K -$2K -16 -13%
WTB
140
Washington Trust Bank
Washington
$13K – – –
ST
141
Smithfield Trust
Pennsylvania
$12K – – –
ACS
142
Archford Capital Strategies
Illinois
$7.92K -$5.12K -42 -39%
CTC
143
Central Trust Company
Missouri
$7K +$1.17K +10 +20%
BRWM
144
B. Riley Wealth Management
Tennessee
$5K – – –
AII
145
AGF Investments Inc
Ontario, Canada
$5K +$5K +41 New
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$1.22K +$1.22K +10 New
WA
147
WFG Advisors
Texas
$1K – – –
TJHA
148
Thomas J. Herzfeld Advisors
Florida
$1K +$1K +6 New
SAS
149
Sage Advisory Services
Texas
– -$22.7M -188,400 Closed
TWM
150
Tanglewood Wealth Management
Texas
– -$8.29M -68,638 Closed
3 4 5
6
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