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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

258 hedge funds and large institutions have $4.68B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
6.89%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
31
Increased
90
Reduced
92
Closed
24
Calls
$1.8M
Puts
$5.42M
Net Calls
-$3.62M
Net Calls Change
+$3.15M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$271M
2
Fidelity International
2
Fidelity International
Bermuda
$146M
3
Bank of America
3
Bank of America
North Carolina
$1.57B
4
CC
4
Cedar Capital
Illinois
$41.4M
5
CA
5
Cambridge Associates
Massachusetts
$59M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$142M
2
WI
2
WBI Investments
New Jersey
$950K
3
MAM
3
Meeder Asset Management
Ohio
$17.5M
4
SAS
4
Sage Advisory Services
Texas
$0
5
Wells Fargo
5
Wells Fargo
California
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
151
Beacon Financial Group
Texas
$782K +$782K +6,169 New
BAS
152
Brown Advisory Securities
Maryland
$770K +$1.9K +15 +0.2%
RFC
153
Regions Financial Corp
Alabama
$768K +$300K +2,368 +64%
LA
154
Leonetti & Associates
Illinois
$740K -$3.04K -24 -0.4%
Invesco
155
Invesco
Georgia
$716K -$130K -1,028 -15%
BFEC
156
Benjamin F. Edwards & Company
Missouri
$696K +$329K +2,603 +90%
SPC
157
Sigma Planning Corp
Michigan
$685K +$76.9K +608 +13%
AllianceBernstein
158
AllianceBernstein
Tennessee
$676K -$8.48K -67 -1%
MNA
159
Manning & Napier Advisors
New York
$605K -$677K – –
KIM
160
Karpus Investment Management
New York
$595K – – –
LWM
161
Lyons Wealth Management
Florida
$577K +$332K +2,625 +136%
PFA
162
Pure Financial Advisors
California
$561K – – –
AIP
163
Ameritas Investment Partners
Nebraska
$553K +$6.32K +50 +1%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$549K +$69.7K +552 +15%
CA
165
Commerzbank Aktiengesellschaft
Germany
$544K +$133K +1,048 +32%
NAM
166
NTV Asset Management
West Virginia
$537K – – –
IA
167
IFP Advisors
Florida
$536K +$41.6K +329 +8%
AFP
168
Ausdal Financial Partners
Iowa
$515K +$515K +4,066 New
WA
169
Winfield Associates
Ohio
$503K +$12.7K +100 +3%
WI
170
Wintrust Investments
Illinois
$471K +$471K +3,722 New
CIBC World Market
171
CIBC World Market
Ontario, Canada
$464K -$2.75M -21,771 -86%
NG
172
NatWest Group
United Kingdom
$458K +$189K +1,492 +70%
EWM
173
Empirical Wealth Management
Washington
$452K +$253 +2 +0.1%
HH
174
Hilltop Holdings
Texas
$429K – – –
Baird Financial Group
175
Baird Financial Group
Wisconsin
$428K -$1.55M -12,235 -78%
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7
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