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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

490 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.

Holders
490
Holders Change
+31
Holders Change %
+6.75%
% of All Funds
10.07%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
1.03%
New
86
Increased
193
Reduced
142
Closed
53
Calls
$28.4M
Puts
$151M
Net Calls
-$123M
Net Calls Change
-$75.1M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$529M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$674M
3
Ameriprise
3
Ameriprise
Minnesota
$248M
4
FIM
4
Freedom Investment Management
Connecticut
$101M
5
AssetMark Inc
5
AssetMark Inc
California
$80.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.63B
2
RWM
2
Ritholtz Wealth Management
New York
$6.05M
3
TWM
3
Tanglewood Wealth Management
Texas
$0
4
Truist Financial
4
Truist Financial
North Carolina
$118M
5
Morgan Stanley
5
Morgan Stanley
New York
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$5.51M 41,294 -8,884 -18%
M&T Bank
127
M&T Bank
New York
$5.46M 40,821 +10,229 +33%
CAN
128
Cetera Advisor Networks
California
$5.28M 39,483 +25,908 +191%
APA
129
American Portfolios Advisors
New York
$5.22M 39,024 +16,553 +74%
CIM
130
Cambria Investment Management
California
$5.08M 38,027 -5,089 -12%
WT
131
Whittier Trust
California
$5.07M 37,945 +122 +0.3%
ECA
132
Elevated Capital Advisors
Utah
$5.04M 37,710 +37,710 New
TC
133
Telemus Capital
Michigan
$5M 37,417 -294 -0.8%
FS
134
Ferguson Shapiro
Georgia
$4.99M 37,339 -88,936 -70%
Prudential Financial
135
Prudential Financial
New Jersey
$4.98M 37,273 +1,359 +4%
CIC
136
Carnegie Investment Counsel
Ohio
$4.93M 36,865 -22,909 -38%
IDBONY
137
Israel Discount Bank of New York
New York
$4.89M 36,543 +16,657 +84%
TC
138
TownSquare Capital
Utah
$4.74M 35,438 +35,438 New
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$4.69M 35,088 +4,445 +15%
MPW
140
MA Private Wealth
California
$4.68M 35,032 -186 -0.5%
VFA
141
Voya Financial Advisors
Connecticut
$4.68M 34,977 +4,172 +14%
DIM
142
Delta Investment Management
California
$4.53M 33,916 +33,916 New
PAG
143
Private Advisor Group
New Jersey
$4.45M 33,295 -7,627 -19%
AAG
144
Avalon Advisory Group
Pennsylvania
$4.38M 32,752 – –
NFG
145
Next Financial Group
Texas
$4.31M 32,216 +3,467 +12%
BC
146
Burleson & Co
California
$4.18M 31,242 -260 -0.8%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$4.17M 31,200 -179,723 -85%
TC
148
TAP Consulting
Missouri
$4.16M 31,108 -315 -1%
MIAN
149
Mariner Independent Advisor Network
Kansas
$4.1M 30,696 +1,189 +4%
RWA
150
Redhawk Wealth Advisors
Minnesota
$4.06M 30,402 -97,365 -76%
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