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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

187 hedge funds and large institutions have $3.09B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.99%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
21
Increased
85
Reduced
55
Closed
18
Calls
$1.32M
Puts
$820K
Net Calls
+$496K
Net Calls Change
+$912K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$583M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$115M
3
MIH
Madison Investment Holdings
Wisconsin
$93.6M
4
FEG
Fund Evaluation Group
Ohio
$61.1M
5
Bank of America
Bank of America
North Carolina
$449M

Top Sellers

1
SB
Suntrust Banks
Georgia
$72.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.2M
3
JIR
James Investment Research
Ohio
$85.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
$344K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
151
Sequoia Financial Advisors
Ohio
$231K -$991 -8 -0.4%
SAS
152
Stelac Advisory Services
New York
$225K +$75.1K +610 +50%
MBT
153
Montecito Bank & Trust
California
$218K -$40.5K -327 -16%
IH
154
IFC Holdings
Florida
$218K +$218K +1,778 New
IWM
155
Integrated Wealth Management
California
$217K +$217K +1,753 New
BFA
156
Bragg Financial Advisors
North Carolina
$206K -$15.5K -125 -7%
SIA
157
Stancorp Investment Advisers
Oregon
$181K -$17.4K -140 -9%
HDIM
158
Hanson & Doremus Investment Management
Vermont
$163K – – –
BFEC
159
Benjamin F. Edwards & Company
Missouri
$159K -$3.22K -26 -2%
AIM
160
Acropolis Investment Management
Missouri
$155K – – –
P
161
PhaseCapital
New York
$149K +$149K +1,200 New
CWM
162
Cranbrook Wealth Management
Michigan
$142K +$46.5K +374 +49%
SAC
163
Smith Affiliated Capital
New York
$140K -$138K – –
ST
164
Smithfield Trust
Pennsylvania
$123K +$24.8K +200 +25%
FHA
165
First Horizon Advisors
Tennessee
$119K -$1.21M -9,749 -91%
LTI
166
Laffer Tengler Investments
Tennessee
$108K +$108K +872 New
KT
167
Kanaly Trust
Texas
$98K +$25.8K +209 +36%
FCCM
168
First City Capital Management
Georgia
$87K – – –
ClearBridge Investments
169
ClearBridge Investments
New York
$78K -$1.37K -11 -2%
IP
170
Investment Partners
Ohio
$64K +$64K +514 New
BPBT
171
Boston Private Bank & Trust
Massachusetts
$54K – – –
VCM
172
Vigilant Capital Management
Maine
$53K -$7.4K -60 -12%
WA
173
WFG Advisors
Texas
$51K +$124 +1 +0.2%
VIA
174
Vantage Investment Advisors
Pennsylvania
$50K – – –
MAM
175
Meeder Asset Management
Ohio
$46K +$46K +374 New
5 6
7
8 9