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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

369 hedge funds and large institutions have $7.71B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
8.1%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.92%
New
43
Increased
141
Reduced
120
Closed
42
Calls
$900K
Puts
$3.18M
Net Calls
-$2.28M
Net Calls Change
-$672K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.4B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$593M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$397M
4
Creative Planning
4
Creative Planning
Kansas
$419M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$812K
2
KP
2
Keel Point
Alabama
$58.4M
3
HNB
3
Huntington National Bank
Ohio
$32.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$39.2M
5
RWM
5
Ritholtz Wealth Management
New York
$653K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Meeder Asset Management
Ohio
$1.8M +$448K +3,533 +33%
HAS
152
HBW Advisory Services
California
$1.72M +$1.72M +13,598 New
SYBT
153
Stock Yards Bank & Trust
Kentucky
$1.69M +$139K +1,100 +9%
LFG
154
LifePlan Financial Group
Ohio
$1.66M -$69.5K -548 -4%
PAG
155
Private Advisor Group
New Jersey
$1.6M +$885K +6,982 +123%
MIFH
156
Migdal Insurance & Financial Holdings
Israel
$1.54M +$293K +2,308 +23%
HPC
157
HM Payson & Co
Maine
$1.54M +$20.3K +160 +1%
JIP
158
Jaffetilchin Investment Partners
Florida
$1.49M +$47.6K +375 +3%
AIM
159
Acropolis Investment Management
Missouri
$1.49M +$33.6K +265 +2%
Citigroup
160
Citigroup
New York
$1.44M +$178K +1,401 +14%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$1.43M -$2.27M -17,921 -61%
UBV
162
United Bank (Virginia)
Virginia
$1.43M – – –
Wolverine Trading
163
Wolverine Trading
Illinois
$1.4M +$492K +3,882 +54%
GG
164
GenWealth Group
New Jersey
$1.38M -$253K -1,996 -15%
FAAS
165
First Allied Advisory Services
California
$1.36M +$768K +6,064 +129%
CHAM
166
Clear Harbor Asset Management
Connecticut
$1.36M +$102K +805 +8%
PBT
167
Pictet Bank & Trust
Bahamas
$1.35M – – –
TIM
168
Tortoise Investment Management
New York
$1.33M -$450K -3,547 -25%
AWA
169
Arete Wealth Advisors
Illinois
$1.32M +$781K +6,157 +146%
IA
170
IFP Advisors
Florida
$1.31M +$1.31M +10,277 New
FGAM
171
Financial Gravity Asset Management
Texas
$1.24M +$677K +5,341 +121%
CISOA
172
Capital Investment Services of America
Wisconsin
$1.24M +$157K +1,240 +15%
MCP
173
Martin Capital Partners
Oregon
$1.22M +$15K +118 +1%
CAN
174
Cetera Advisor Networks
California
$1.21M -$31.5K -249 -3%
BHB
175
Bank Hapoalim BM
Israel
$1.19M -$1.2M – –
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