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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

255 hedge funds and large institutions have $3.86B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-3
Holders Change %
-1.16%
% of All Funds
6.38%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.43%
New
41
Increased
85
Reduced
96
Closed
39
Calls
$1.56M
Puts
$19.6M
Net Calls
-$18M
Net Calls Change
-$14.4M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$193M
2
T
2
Thomaspartners
Massachusetts
$57.7M
3
SMA
3
Simply Money Advisors
Ohio
$43.6M
4
Wells Fargo
4
Wells Fargo
California
$191M
5
TWM
5
Tanglewood Wealth Management
Texas
$35.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.12B
2
FIM
2
Freedom Investment Management
Connecticut
$51M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$56M
4
SAC
4
Smith Affiliated Capital
New York
$138M
5
CC
5
Cedar Capital
Illinois
$529K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
Brookstone Capital Management
Illinois
$1.28M -$2.1M -17,170 -62%
LFG
127
LifePlan Financial Group
Ohio
$1.25M -$6.12K -50 -0.5%
ICOA
128
Investment Centers of America
North Dakota
$1.22M +$70.5K +575 +6%
AIP
129
ARS Investment Partners
New York
$1.21M +$1.21M +9,895 New
IFA
130
Interactive Financial Advisors
Illinois
$1.2M +$60K +490 +5%
AC
131
AFAM Capital
Texas
$1.15M +$228K +1,857 +25%
VCP
132
Vista Capital Partners
Oregon
$1.14M -$148K -1,205 -11%
VC
133
Vicus Capital
Pennsylvania
$1.12M +$94.1K +768 +9%
IIA
134
IPG Investment Advisors
California
$1.06M +$2.45K +20 +0.2%
FFBTD
135
First Financial Bank - Trust Division
Ohio
$1.02M – – –
TIM
136
Tortoise Investment Management
New York
$1M +$1M +8,190 New
AIM
137
Acropolis Investment Management
Missouri
$968K +$563K +4,595 +139%
RFC
138
Regions Financial Corp
Alabama
$967K +$223K +1,825 +30%
LG
139
Leuthold Group
Minnesota
$920K -$46.9K -383 -5%
BTS
140
BB&T Securities
Virginia
$893K – – –
FAAS
141
First Allied Advisory Services
California
$880K -$1.34M -10,949 -60%
SWP
142
Stratos Wealth Partners
Ohio
$856K -$640K -5,230 -43%
BOTW
143
Bank of the West
California
$813K -$106K -864 -12%
AF
144
Aldebaran Financial
$804K +$804K +6,565 New
SFM
145
Signet Financial Management
New Jersey
$798K -$110K -895 -12%
MA
146
MUFG Americas
New York
$797K -$3.55K -29 -0.4%
BA
147
BlackRock Advisors
Delaware
$795K – – –
OC
148
Oarsman Capital
Wisconsin
$728K -$201K -1,636 -22%
LA
149
Leonetti & Associates
Illinois
$709K -$7.97K -65 -1%
SPC
150
Sigma Planning Corp
Michigan
$670K +$7.1K +58 +1%
4 5
6
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