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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

261 hedge funds and large institutions have $4.07B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
6.51%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.35%
New
41
Increased
84
Reduced
102
Closed
30
Calls
$307K
Puts
$1.3M
Net Calls
-$997K
Net Calls Change
+$17M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$178M
2
T
2
Thomaspartners
Massachusetts
$106M
3
AssetMark Inc
3
AssetMark Inc
California
$38.1M
4
CA
4
Cambridge Associates
Massachusetts
$99M
5
SCM
5
SCS Capital Management
Massachusetts
$31.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$97.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.6M
3
Wells Fargo
3
Wells Fargo
California
$178M
4
SWA
4
SFMG Wealth Advisors
Texas
$0
5
FEG
5
Fund Evaluation Group
Ohio
$6.78M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
151
MUFG Americas
New York
$599K 4,870 -1,633 -25%
AIM
152
Acropolis Investment Management
Missouri
$594K 4,830 -3,075 -39%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$572K 4,652 -223 -5%
IA
154
IFP Advisors
Florida
$572K 4,651 +975 +27%
CHAM
155
Clear Harbor Asset Management
Connecticut
$564K 4,584 +2,825 +161%
IWM
156
IHT Wealth Management
Illinois
$556K 4,505 +22 +0.5%
NFA
157
Nuveen Fund Advisors
Illinois
$551K 4,455 +4,455 New
RWM
158
RKL Wealth Management
Pennsylvania
$525K 4,273 +4,273 New
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$508K 4,126 -248 -6%
Invesco
160
Invesco
Georgia
$486K 3,949 -821 -17%
AIP
161
Ameritas Investment Partners
Nebraska
$479K 3,899 -155 -4%
KIM
162
Karpus Investment Management
New York
$455K 3,700 +3,700 New
CIA
163
Capital Investment Advisors
Georgia
$429K 3,484 +614 +21%
SS
164
Simplicity Solutions
Minnesota
$425K 3,451 +577 +20%
ACP
165
Aveo Capital Partners
Colorado
$419K 3,406 -11,362 -77%
HH
166
Hilltop Holdings
Texas
$417K 3,389 – –
BS
167
Banco Santander
Spain
$408K 3,317 – –
BFEC
168
Benjamin F. Edwards & Company
Missouri
$406K 3,296 -784 -19%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$405K 3,295 -176 -5%
EWM
170
Empirical Wealth Management
Washington
$396K 3,217 -67 -2%
WA
171
Winfield Associates
Ohio
$378K 3,075 – –
TW
172
Transform Wealth
Colorado
$374K 3,039 +3,039 New
Comerica Bank
173
Comerica Bank
Texas
$371K 2,997 +84 +3%
AW
174
ACG Wealth
Georgia
$363K 2,952 +2,952 New
EWM
175
Evercore Wealth Management
New York
$359K 2,920 – –
5 6
7
8 9