IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

371 hedge funds and large institutions have $5.72B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
8.07%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.89%
New
51
Increased
140
Reduced
126
Closed
38
Calls
$5.58M
Puts
$7.19M
Net Calls
-$1.61M
Net Calls Change
+$1.82M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$362M
2
FIM
2
Freedom Investment Management
Connecticut
$117M
3
TWM
3
Tanglewood Wealth Management
Texas
$72.1M
4
EB
4
Eastern Bank
Massachusetts
$58.8M
5
SFG
5
SNS Financial Group
Minnesota
$40.4M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
LJAC
2
L.J. Altfest & Co
New York
$6.24M
3
HNB
3
Huntington National Bank
Ohio
$29.2M
4
SAS
4
Sage Advisory Services
Texas
$0
5
CPO
5
Cerity Partners OCIO
New York
$74.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
151
LifePlan Financial Group
Ohio
$1.72M -$232K -1,844 -12%
GG
152
GenWealth Group
New Jersey
$1.62M -$202K -1,605 -11%
CF
153
Centaurus Financial
California
$1.56M +$1.56M +12,435 New
SYBT
154
Stock Yards Bank & Trust
Kentucky
$1.54M -$622K -4,950 -29%
ZCA
155
Zeke Capital Advisors
Pennsylvania
$1.54M +$1.54M +12,208 New
PSUF
156
People's United Financial
Connecticut
$1.53M +$1.53M +12,132 New
HPC
157
HM Payson & Co
Maine
$1.51M – – –
AIM
158
Acropolis Investment Management
Missouri
$1.44M – – –
JIP
159
Jaffetilchin Investment Partners
Florida
$1.43M +$11.4K +91 +0.8%
TF
160
Trek Financial
Arizona
$1.43M +$65K +517 +5%
UBV
161
United Bank (Virginia)
Virginia
$1.42M – – –
DIM
162
Delta Investment Management
California
$1.41M -$103K -821 -7%
MAM
163
Meeder Asset Management
Ohio
$1.34M -$108K -859 -7%
PBT
164
Pictet Bank & Trust
Bahamas
$1.33M +$50.3K +400 +4%
AIM
165
Advantage Investment Management
Iowa
$1.32M +$91.9K +731 +7%
VC
166
Vicus Capital
Pennsylvania
$1.31M -$1.19M -9,446 -48%
CGFA
167
Colton Groome Financial Advisors
North Carolina
$1.3M +$1.3M +10,339 New
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$1.26M -$1.69M -13,417 -57%
Citigroup
169
Citigroup
New York
$1.26M +$204K +1,621 +19%
DADC
170
D.A. Davidson & Co
Montana
$1.25M -$3.47M -27,626 -74%
CHAM
171
Clear Harbor Asset Management
Connecticut
$1.25M -$107K -850 -8%
MIFH
172
Migdal Insurance & Financial Holdings
Israel
$1.24M +$17.7K +141 +1%
RJT
173
Raymond James Trust
Florida
$1.23M +$19.5K +155 +2%
CAN
174
Cetera Advisor Networks
California
$1.23M +$653K +5,202 +113%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$1.23M -$5.56M -44,186 -82%
5 6
7
8 9