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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

459 hedge funds and large institutions have $8.61B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+53
Holders Change %
+13.05%
% of All Funds
10.14%
Holding in Top 10
56
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+33.33%
% of All Funds
1.24%
New
106
Increased
151
Reduced
143
Closed
43
Calls
$14.6M
Puts
$62.5M
Net Calls
-$47.8M
Net Calls Change
-$54.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.12B
2
Financial Engines Advisors
Financial Engines Advisors
California
$558M
3
SCM
SCS Capital Management
Massachusetts
$243M
4
Truist Financial
Truist Financial
North Carolina
$184M
5
RWM
Ritholtz Wealth Management
New York
$134M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$441M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M
3
AA
Ancora Advisors
Ohio
$21.3M
4
HNB
Huntington National Bank
Ohio
$32.8M
5
Prudential Financial
Prudential Financial
New Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
126
Avalon Advisory Group
Pennsylvania
$4.37M – – –
PVH
127
Psagot Value Holdings
Israel
$4.32M +$1.61M +12,056 +59%
BC
128
Burleson & Co
California
$4.2M +$406K +3,041 +11%
TC
129
TAP Consulting
Missouri
$4.19M -$380K -2,850 -8%
VFA
130
Voya Financial Advisors
Connecticut
$4.1M -$5.51M -41,424 -57%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$4.09M +$3.54M +26,552 +644%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$4.08M +$678K +5,088 +20%
M&T Bank
133
M&T Bank
New York
$4.08M +$4.08M +30,592 New
MIAN
134
Mariner Independent Advisor Network
Kansas
$3.93M -$263K -1,976 -6%
RCM
135
Rain Capital Management
Oregon
$3.88M +$2.76M +21,445 +246%
NFG
136
Next Financial Group
Texas
$3.83M -$385K -2,890 -9%
GEM
137
Global Endowment Management
North Carolina
$3.83M – – –
PA
138
Pinnacle Associates
New York
$3.75M -$270K -2,027 -7%
SMG
139
Smart Money Group
Texas
$3.73M +$3.73M +27,936 New
FAAS
140
First Allied Advisory Services
California
$3.6M +$1.87M +14,007 +108%
MAM
141
Meeder Asset Management
Ohio
$3.58M +$1.14M +8,513 +46%
5L
142
55I LLC
Massachusetts
$3.48M +$55.6K +418 +2%
PWMAG
143
Pinnacle Wealth Management Advisory Group
New Jersey
$3.32M -$323K -2,422 -9%
HIP
144
Harrell Investment Partners
Texas
$3.23M +$3.23M +24,222 New
DWT
145
Dorsey & Whitney Trust
South Dakota
$3.11M -$78K -585 -2%
GAG
146
GM Advisory Group
New York
$3.08M -$16.2M -121,516 -84%
APA
147
American Portfolios Advisors
New York
$3M -$472K -3,537 -14%
A
148
AdvicePeriod
California
$2.99M -$1.3M -9,752 -30%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$2.98M +$1.31M +9,850 +79%
CCA
150
Checchi Capital Advisers
California
$2.94M +$370K +2,778 +14%
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