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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

187 hedge funds and large institutions have $3.09B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.99%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
21
Increased
85
Reduced
55
Closed
18
Calls
$1.32M
Puts
$820K
Net Calls
+$496K
Net Calls Change
+$912K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$583M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$115M
3
MIH
Madison Investment Holdings
Wisconsin
$93.6M
4
FEG
Fund Evaluation Group
Ohio
$61.1M
5
Bank of America
Bank of America
North Carolina
$449M

Top Sellers

1
SB
Suntrust Banks
Georgia
$72.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.2M
3
JIR
James Investment Research
Ohio
$85.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
$344K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
126
Regal Investment Advisors
Michigan
$437K -$9.82K -79 -2%
CA
127
Commerzbank Aktiengesellschaft
Germany
$407K -$173K -1,394 -30%
MFS
128
MSI Financial Services
Massachusetts
$407K +$160K +1,284 +65%
CWM
129
Concert Wealth Management
California
$394K +$145K +1,554 +58%
SWP
130
Stratos Wealth Partners
Ohio
$383K -$33.4K -268 -8%
CAM
131
Concorde Asset Management
Michigan
$376K -$216K -1,739 -36%
CAN
132
Cetera Advisor Networks
California
$358K -$7.66K -62 -2%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$355K +$355K +2,862 New
CCMG
134
Clark Capital Management Group
Pennsylvania
$344K -$26.4M -212,748 -99%
PAG
135
Private Advisor Group
New Jersey
$326K +$61.6K +496 +23%
Creative Planning
136
Creative Planning
Kansas
$323K -$5.33K -43 -2%
EWM
137
Evercore Wealth Management
New York
$321K +$84K +675 +35%
DBT
138
Dubuque Bank & Trust
Iowa
$315K – – –
FAAS
139
First Allied Advisory Services
California
$307K -$653K -5,278 -68%
NFG
140
Next Financial Group
Texas
$296K +$142K +1,145 +92%
AA
141
Advisory Alpha
Michigan
$284K +$16.5K +133 +6%
BIM
142
BlackRock Investment Management
Delaware
$279K +$163K +1,311 +140%
PFS
143
Prospera Financial Services
Texas
$267K +$267K +2,150 New
CT
144
Coastline Trust
Rhode Island
$259K -$259K -2,082 -50%
PA
145
Pinnacle Associates
New York
$249K -$288K -2,321 -54%
SPC
146
Sigma Planning Corp
Michigan
$241K +$241K +1,940 New
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
$238K -$124K -1,000 -34%
FNBT
148
FineMark National Bank & Trust
Florida
$236K -$523K -4,208 -69%
BJ
149
BlackRock Japan
Japan
$235K -$8.58K -69 -4%
SI
150
SII Investments
Wisconsin
$231K -$4.71K -38 -2%
4 5
6
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