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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

344 hedge funds and large institutions have $6.62B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
7.68%
Holding in Top 10
32
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+60%
% of All Funds
0.71%
New
81
Increased
112
Reduced
101
Closed
43
Calls
$2.83M
Puts
$1.57M
Net Calls
+$1.26M
Net Calls Change
+$677K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$204M
2
RWM
Ritholtz Wealth Management
New York
$128M
3
KP
Keel Point
Alabama
$126M
4
MLM
Mount Lucas Management
Pennsylvania
$99.7M
5
Bank of America
Bank of America
North Carolina
$2.35B

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
$12M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$98.3M
3
Ameriprise
Ameriprise
Minnesota
$536M
4
CWM
Cornerstone Wealth Management
Missouri
$563K
5
KPAG
KLS Professional Advisors Group
New York
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Belpointe Asset Management
Nevada
$2.11M +$242K +1,990 +13%
PA
127
Pinnacle Associates
New York
$2.05M +$1.16M +9,525 +130%
SYBT
128
Stock Yards Bank & Trust
Kentucky
$2.04M +$22.1K +182 +1%
Truist Financial
129
Truist Financial
North Carolina
$2.01M -$232K -1,908 -10%
MAM
130
Meeder Asset Management
Ohio
$2M +$363K +2,989 +22%
BB
131
Bell Bank
North Dakota
$1.98M -$2.67K -22 -0.1%
PCM
132
Peak Capital Management
Colorado
$1.97M -$59.7K -492 -3%
GG
133
GenWealth Group
New Jersey
$1.92M -$60K -494 -3%
CBFP
134
Cedar Brook Financial Partners
Ohio
$1.87M +$1.87M +15,413 New
Deutsche Bank
135
Deutsche Bank
Germany
$1.85M – – –
GEM
136
Global Endowment Management
North Carolina
$1.85M – – –
PWMAG
137
Pinnacle Wealth Management Advisory Group
New Jersey
$1.8M +$1.09M +9,020 +155%
5L
138
55I LLC
Massachusetts
$1.8M +$1.8M +14,817 New
QFA
139
Quattro Financial Advisors
Texas
$1.8M +$137K +1,131 +8%
IFS
140
Ifrah Financial Services
Arkansas
$1.76M -$52.1K -429 -3%
SCA
141
Snowden Capital Advisors
New York
$1.59M +$1.37M +11,280 +607%
SBWM
142
Sunflower Bank Wealth Management
Arizona
$1.54M -$9.72K -80 -0.6%
BAC
143
Boys Arnold & Co
North Carolina
$1.47M – – –
AIM
144
Acropolis Investment Management
Missouri
$1.41M +$714K +5,877 +103%
AIM
145
Advantage Investment Management
Iowa
$1.37M +$112K +919 +9%
FGC
146
Financial Gravity Companies
Texas
$1.36M +$1.36M +11,196 New
CCM
147
Coldstream Capital Management
Washington
$1.32M +$1.32M +10,849 New
CC
148
Cedar Capital
Illinois
$1.31M +$835K +6,876 +176%
CHAM
149
Clear Harbor Asset Management
Connecticut
$1.31M +$490K +4,035 +60%
CAM
150
Concorde Asset Management
Michigan
$1.3M +$1.3M +10,726 New
4 5
6
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