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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

371 hedge funds and large institutions have $5.72B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
8.07%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.89%
New
51
Increased
140
Reduced
126
Closed
38
Calls
$5.58M
Puts
$7.19M
Net Calls
-$1.61M
Net Calls Change
+$1.82M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$362M
2
FIM
Freedom Investment Management
Connecticut
$117M
3
TWM
Tanglewood Wealth Management
Texas
$72.1M
4
EB
Eastern Bank
Massachusetts
$58.8M
5
SFG
SNS Financial Group
Minnesota
$40.4M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$0
2
LJAC
L.J. Altfest & Co
New York
$6.24M
3
HNB
Huntington National Bank
Ohio
$29.2M
4
SAS
Sage Advisory Services
Texas
$0
5
CPO
Cerity Partners OCIO
New York
$74.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
126
Estate Counselors
Wisconsin
$2.92M -$5.66M -45,000 -66%
5L
127
55I LLC
Massachusetts
$2.86M +$722K +5,741 +34%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.77M -$2.52M -20,021 -48%
SC
129
Scotia Capital
Ontario, Canada
$2.63M -$468K -3,722 -15%
ACM
130
AUA Capital Management
Pennsylvania
$2.6M +$280K +2,227 +12%
FFS
131
Founders Financial Securities
Maryland
$2.59M +$2.59M +20,581 New
APA
132
American Portfolios Advisors
New York
$2.55M +$143K +1,137 +6%
CB
133
Commerce Bank
Missouri
$2.44M -$172K -1,365 -7%
Millennium Management
134
Millennium Management
New York
$2.43M -$5.4M -42,979 -69%
CAGAS
135
Capital Advisory Group Advisory Services
Minnesota
$2.42M -$54.3K -432 -2%
CCA
136
Checchi Capital Advisers
California
$2.36M +$74.6K +593 +3%
FF
137
Fluent Financial
Texas
$2.33M -$82K -652 -3%
PVH
138
Psagot Value Holdings
Israel
$2.33M +$437K +3,472 +23%
ASN
139
Advisory Services Network
Georgia
$2.28M +$1.48M +11,800 +186%
HSBC Holdings
140
HSBC Holdings
United Kingdom
$2.24M +$1.75M +13,901 +355%
WPSG
141
Wealth & Pension Services Group
Georgia
$2.2M +$84.5K +672 +4%
Truist Financial
142
Truist Financial
North Carolina
$2.12M -$16K -127 -0.7%
BB
143
Bell Bank
North Dakota
$2.05M – – –
RFN
144
RDA Financial Network
Iowa
$2M -$756K -6,046 -27%
CBFP
145
Cedar Brook Financial Partners
Ohio
$2M +$1.64K +13 +0.1%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.96M +$1.83M +14,547 +1,351%
RVM
147
Robinson Value Management
Texas
$1.95M +$1.95M +15,499 New
GEM
148
Global Endowment Management
North Carolina
$1.91M – – –
IFS
149
Ifrah Financial Services
Arkansas
$1.88M +$63.3K +503 +3%
TIM
150
Tortoise Investment Management
New York
$1.76M -$44.8K -356 -2%
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