IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

186 hedge funds and large institutions have $2.87B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+31
Holders Change %
+20%
% of All Funds
4.96%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.4%
New
46
Increased
66
Reduced
51
Closed
13
Calls
$978K
Puts
$1.39M
Net Calls
-$416K
Net Calls Change
-$526K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$403M
2
Bank of America
2
Bank of America
North Carolina
$391M
3
UBS Group
3
UBS Group
Switzerland
$96.1M
4
SB
4
Suntrust Banks
Georgia
$347M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$154M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$6.18M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$5.21M
3
CSIA
3
Charles Schwab Investment Advisory
California
$63.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$101M
5
CC
5
Curian Capital
Colorado
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
126
NTV Asset Management
West Virginia
$403K 3,300 +3,300 New
1832 Asset Management
127
1832 Asset Management
Ontario, Canada
$394K 3,216 +1,466 +84%
HS
128
HighVista Strategies
Massachusetts
$382K 3,121 +3,121 New
CAN
129
Cetera Advisor Networks
California
$363K 2,960 -7 -0.2%
Mirae Asset Global Investments
130
Mirae Asset Global Investments
South Korea
$357K 2,920 +2,920 New
IPC
131
Independent Portfolio Consultants
Florida
$355K 2,905 -10 -0.3%
FAAM
132
First Allied Asset Management
California
$354K 2,893 +2,893 New
B
133
Baird
Wisconsin
$340K 2,783 -3 -0.1%
CWM
134
Concert Wealth Management
California
$326K 2,679 -533 -17%
Creative Planning
135
Creative Planning
Kansas
$324K 2,648 +219 +9%
CIM
136
Cambria Investment Management
California
$320K 2,614 +2,614 New
DBT
137
Dubuque Bank & Trust
Iowa
$310K 2,535 +360 +17%
WT
138
Whittier Trust
California
$279K 2,281 -1,907 -46%
VC
139
Vicus Capital
Pennsylvania
$276K 2,253 -159 -7%
EAMA
140
EFG Asset Management (Americas)
Florida
$267K 2,183 +2,183 New
AA
141
Advisory Alpha
Michigan
$263K 2,151 +594 +38%
PAG
142
Private Advisor Group
New Jersey
$261K 2,131 +668 +46%
NES
143
New England Securities
New York
$257K 2,104 +270 +15%
MBT
144
Montecito Bank & Trust
California
$255K 2,086 +2,086 New
MFS
145
MSI Financial Services
Massachusetts
$243K 1,990 +107 +6%
BJ
146
BlackRock Japan
Japan
$239K 1,958 -121 -6%
EWM
147
Evercore Wealth Management
New York
$233K 1,905 -2,675 -58%
SI
148
SII Investments
Wisconsin
$233K 1,903 +250 +15%
SFA
149
Sequoia Financial Advisors
Ohio
$229K 1,872 -265 -12%
JPTCCM
150
J.P. Turner & Co Capital Management
Georgia
$223K 1,826 +1,826 New
4 5
6
7 8