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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

406 hedge funds and large institutions have $7.48B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 136 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
8.02%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.83%
New
81
Increased
136
Reduced
140
Closed
39
Calls
$18.7M
Puts
$12.1M
Net Calls
+$6.59M
Net Calls Change
+$8.87M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.68B
2
MMI
2
Matson Money Inc
Ohio
$162M
3
Creative Planning
3
Creative Planning
Kansas
$474M
4
Truist Financial
4
Truist Financial
North Carolina
$43.2M
5
PCA
5
Personal Capital Advisors
California
$367M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$257M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$77.2M
3
FIM
3
Freedom Investment Management
Connecticut
$11.8M
4
HNB
4
Huntington National Bank
Ohio
$33.6M
5
Bank of America
5
Bank of America
North Carolina
$1.47B
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
151
FormulaFolio Investments
Michigan
$1.78M -$24.1K -192 -1%
RVM
152
Robinson Value Management
Texas
$1.77M +$1.77M +14,077 New
JWCA
153
J.W. Cole Advisors
Florida
$1.64M +$1.64M +13,022 New
FAAS
154
First Allied Advisory Services
California
$1.63M +$279K +2,216 +21%
I
155
INVST
Indiana
$1.59M -$13.5M -107,724 -89%
SYBT
156
Stock Yards Bank & Trust
Kentucky
$1.58M -$93.3K -742 -6%
CAN
157
Cetera Advisor Networks
California
$1.58M +$376K +2,997 +31%
UBV
158
United Bank (Virginia)
Virginia
$1.57M +$149K +1,185 +11%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$1.57M +$611K +4,863 +64%
WP
160
WealthSource Partners
California
$1.56M +$1.56M +12,436 New
HPC
161
HM Payson & Co
Maine
$1.54M +$8.55K +68 +0.6%
AIM
162
Acropolis Investment Management
Missouri
$1.53M +$54.6K +434 +4%
LFG
163
LifePlan Financial Group
Ohio
$1.5M -$148K -1,179 -9%
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$1.49M -$43.4K -345 -3%
JIP
165
Jaffetilchin Investment Partners
Florida
$1.48M – – –
SS
166
Simplicity Solutions
Minnesota
$1.44M +$794K +6,312 +122%
VFA
167
Values First Advisors
Tennessee
$1.44M +$1.44M +11,416 New
CHAM
168
Clear Harbor Asset Management
Connecticut
$1.43M +$84.9K +675 +6%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$1.39M -$1.04M -8,271 -43%
IWP
170
Insight Wealth Partners
Texas
$1.39M +$1.39M +11,033 New
PBT
171
Pictet Bank & Trust
Bahamas
$1.33M – – –
Citigroup
172
Citigroup
New York
$1.33M -$106K -844 -7%
GG
173
GenWealth Group
New Jersey
$1.3M -$68K -541 -5%
TCM
174
Twele Capital Management
Minnesota
$1.29M +$302K +2,403 +31%
CISOA
175
Capital Investment Services of America
Wisconsin
$1.23M +$8.17K +65 +0.7%
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