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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

406 hedge funds and large institutions have $7.48B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 136 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
8.02%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.83%
New
81
Increased
136
Reduced
140
Closed
39
Calls
$18.7M
Puts
$12.1M
Net Calls
+$6.59M
Net Calls Change
+$8.87M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.68B
2
MMI
Matson Money Inc
Ohio
$162M
3
Creative Planning
Creative Planning
Kansas
$474M
4
Truist Financial
Truist Financial
North Carolina
$43.2M
5
PCA
Personal Capital Advisors
California
$367M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$257M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$77.2M
3
FIM
Freedom Investment Management
Connecticut
$11.8M
4
HNB
Huntington National Bank
Ohio
$33.6M
5
Bank of America
Bank of America
North Carolina
$1.47B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$3.21M +$1.79M +14,264 +126%
HighTower Advisors
127
HighTower Advisors
Illinois
$3.09M -$1.19M -9,407 -28%
DWT
128
Dorsey & Whitney Trust
South Dakota
$3.01M +$167K +1,326 +6%
LJAC
129
L.J. Altfest & Co
New York
$2.96M -$499K -3,970 -14%
CS
130
Comerica Securities
Michigan
$2.72M -$264K -2,096 -9%
UCFA
131
United Capital Financial Advisors
Texas
$2.65M -$1.63M -12,936 -38%
PVH
132
Psagot Value Holdings
Israel
$2.56M +$267K +2,124 +12%
ACM
133
AUA Capital Management
Pennsylvania
$2.53M – – –
ECA
134
Elevated Capital Advisors
Utah
$2.47M +$2.47M +19,658 New
FF
135
Fluent Financial
Texas
$2.45M -$546K -4,339 -18%
Franklin Resources
136
Franklin Resources
California
$2.44M -$565K -4,495 -19%
CCA
137
Checchi Capital Advisers
California
$2.42M +$75.7K +602 +3%
DTIM
138
Danda Trouve Investment Management
Kansas
$2.36M +$2.36M +18,763 New
MAM
139
Meeder Asset Management
Ohio
$2.31M +$523K +4,158 +29%
AWM
140
AE Wealth Management
Kansas
$2.29M -$4.01M -31,922 -64%
CB
141
Commerce Bank
Missouri
$2.27M -$296K -2,350 -12%
DC
142
Davenport & Co
Virginia
$2.23M +$2.01M +15,975 +931%
Simplex Trading
143
Simplex Trading
Illinois
$2.22M +$365K +2,907 +20%
BB
144
Bell Bank
North Dakota
$2.05M – – –
PAG
145
Private Advisor Group
New Jersey
$2.02M +$430K +3,419 +27%
AI
146
Atria Investments
North Carolina
$2.02M -$8.19M -65,153 -80%
RFN
147
RDA Financial Network
Iowa
$1.98M -$192K -1,504 -9%
ASN
148
Advisory Services Network
Georgia
$1.94M -$341K -2,715 -15%
PSUF
149
People's United Financial
Connecticut
$1.89M -$58.2K -463 -3%
IFS
150
Ifrah Financial Services
Arkansas
$1.86M -$15.2K -121 -0.8%
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