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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

490 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.

Holders
490
Holders Change
+31
Holders Change %
+6.75%
% of All Funds
10.07%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
1.03%
New
86
Increased
193
Reduced
142
Closed
53
Calls
$28.4M
Puts
$151M
Net Calls
-$123M
Net Calls Change
-$75.1M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$529M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$674M
3
Ameriprise
3
Ameriprise
Minnesota
$248M
4
FIM
4
Freedom Investment Management
Connecticut
$101M
5
AssetMark Inc
5
AssetMark Inc
California
$80.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.63B
2
RWM
2
Ritholtz Wealth Management
New York
$6.05M
3
TWM
3
Tanglewood Wealth Management
Texas
$0
4
Truist Financial
4
Truist Financial
North Carolina
$118M
5
Morgan Stanley
5
Morgan Stanley
New York
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
151
Rain Capital Management
Oregon
$4.04M 30,206 +32 +0.1%
PA
152
Pinnacle Associates
New York
$3.93M 29,410 +1,304 +5%
GEM
153
Global Endowment Management
North Carolina
$3.84M 28,700 – –
CB
154
Commerce Bank
Missouri
$3.77M 28,211 +12,005 +74%
5L
155
55I LLC
Massachusetts
$3.69M 27,619 +1,428 +5%
MAM
156
Meeder Asset Management
Ohio
$3.66M 27,371 +515 +2%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$3.64M 27,198 -6,735 -20%
PVH
158
Psagot Value Holdings
Israel
$3.59M 26,864 -5,568 -17%
CWA
159
Core Wealth Advisors
Florida
$3.51M 26,232 -21,918 -46%
PWMAG
160
Pinnacle Wealth Management Advisory Group
New Jersey
$3.48M 26,033 +1,129 +5%
SC
161
Slow Capital
California
$3.48M 26,008 +4,973 +24%
GIA
162
Gladstone Institutional Advisory
Florida
$3.09M 23,127 +2,372 +11%
TF
163
Trek Financial
Arizona
$3.09M 23,082 +23,082 New
BCM
164
Brookstone Capital Management
Illinois
$3.08M 23,037 -10,421 -31%
A
165
AdvicePeriod
California
$3.08M 23,036 +626 +3%
FA
166
Forefront Analytics
Pennsylvania
$3.05M 22,821 +4,835 +27%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$3.02M 22,613 +301 +1%
GDP
168
Great Diamond Partners
Maine
$3M 22,406 +897 +4%
HIP
169
Harrell Investment Partners
Texas
$2.99M 20,450 -3,772 -16%
CCA
170
Checchi Capital Advisers
California
$2.97M 22,199 +169 +0.8%
LFASL
171
Lugano Financial Advisors SA (LFA)
Switzerland
$2.89M 21,656 -17,584 -45%
LNC
172
Lincoln National Corp
Pennsylvania
$2.79M 20,841 +20,841 New
CG
173
Cutler Group
California
$2.74M 20,500 -17,100 -45%
CS
174
Comerica Securities
Michigan
$2.72M 20,327 +1,101 +6%
SAS
175
Stelac Advisory Services
New York
$2.66M 19,883 +16,723 +529%
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