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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

261 hedge funds and large institutions have $4.07B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
6.51%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.35%
New
41
Increased
84
Reduced
102
Closed
30
Calls
$307K
Puts
$1.3M
Net Calls
-$997K
Net Calls Change
+$17M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$178M
2
T
2
Thomaspartners
Massachusetts
$106M
3
AssetMark Inc
3
AssetMark Inc
California
$38.1M
4
CA
4
Cambridge Associates
Massachusetts
$99M
5
SCM
5
SCS Capital Management
Massachusetts
$31.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$97.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.6M
3
Wells Fargo
3
Wells Fargo
California
$178M
4
SWA
4
SFMG Wealth Advisors
Texas
$0
5
FEG
5
Fund Evaluation Group
Ohio
$6.78M
Name Market Value Shares Shares
Change 		Shares
Change %
DSN
126
D. Scott Neal
Kentucky
$1.26M 10,275 -1,410 -12%
BAC
127
Boys Arnold & Co
North Carolina
$1.22M 9,907 -5,595 -36%
BCM
128
Brookstone Capital Management
Illinois
$1.17M 9,519 -929 -9%
BTS
129
BB&T Securities
Virginia
$1.17M 9,470 +2,405 +34%
IFA
130
Interactive Financial Advisors
Illinois
$1.16M 9,460 -362 -4%
MIAN
131
Mariner Independent Advisor Network
Kansas
$1.16M 9,398 +9,398 New
VCP
132
Vista Capital Partners
Oregon
$1.15M 9,316 – –
OC
133
Oarsman Capital
Wisconsin
$1.11M 9,028 +3,089 +52%
SLG
134
Stanley-Laman Group
Pennsylvania
$1.08M 8,797 -4,245 -33%
IIA
135
IPG Investment Advisors
California
$1.07M 8,708 +40 +0.5%
SWP
136
Stratos Wealth Partners
Ohio
$1.05M 8,553 +1,563 +22%
LA
137
Lau Associates
Delaware
$997K 8,100 +8,100 New
FFBTD
138
First Financial Bank - Trust Division
Ohio
$979K 7,950 -350 -4%
LG
139
Leuthold Group
Minnesota
$947K 7,699 +188 +3%
CA
140
Commerzbank Aktiengesellschaft
Germany
$788K 6,400 +1,600 +33%
SFM
141
Signet Financial Management
New Jersey
$787K 6,394 -117 -2%
FFEC
142
First Financial Equity Corporation
Arizona
$762K 6,180 +6,180 New
SPC
143
Sigma Planning Corp
Michigan
$732K 5,945 +474 +9%
AllianceBernstein
144
AllianceBernstein
Tennessee
$732K 5,951 +1,382 +30%
FAAS
145
First Allied Advisory Services
California
$716K 5,903 -1,276 -18%
LA
146
Leonetti & Associates
Illinois
$713K 5,794 +9 +0.2%
CWM
147
Cornerstone Wealth Management
Missouri
$679K 5,494 +218 +4%
CAN
148
Cetera Advisor Networks
California
$640K 5,244 +1,145 +28%
PFA
149
Pure Financial Advisors
California
$638K 5,187 +188 +4%
BUB
150
BBVA USA Bancshares
Texas
$633K 5,144 +717 +16%
4 5
6
7 8