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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

256 hedge funds and large institutions have $4.6B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
6.83%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
52
Increased
95
Reduced
77
Closed
30
Calls
–
Puts
$6.89M
Net Calls
-$6.89M
Net Calls Change
-$17.3M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
+$291M
2
Bank of America
Bank of America
North Carolina
+$188M
3
Wells Fargo
Wells Fargo
California
+$181M
4
HI
Horizon Investments
North Carolina
+$54.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$45.1M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$138M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$53.3M
3
MIH
Madison Investment Holdings
Wisconsin
-$28.3M
4
CPO
Cerity Partners OCIO
New York
-$24.4M
5
CS
Credit Suisse
Switzerland
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
176
Sequoia Financial Advisors
Ohio
$360K +$99K +786 +38%
SPC
177
Sigma Planning Corp
Michigan
$356K +$9.19K +73 +3%
PBO
178
Peoples Bank (Ohio)
Ohio
$337K +$31.5K +250 +10%
NIA
179
Northstar Investment Advisors
Colorado
$334K – – –
WA
180
WealthTrust-Arizona
Arizona
$334K +$334K +2,652 New
CAM
181
Caprin Asset Management
Virginia
$327K – – –
BIM
182
BlackRock Investment Management
Delaware
$321K -$193K -1,534 -38%
Creative Planning
183
Creative Planning
Kansas
$317K -$48.8K -388 -13%
RFC
184
Regions Financial Corp
Alabama
$314K +$72.3K +574 +30%
PAM
185
Peak Asset Management
Colorado
$307K – – –
BUB
186
BBVA USA Bancshares
Texas
$305K +$305K +2,422 New
CAN
187
Cetera Advisor Networks
California
$298K +$298K +2,360 New
AA
188
Advisory Alpha
Michigan
$281K +$34.3K +272 +14%
CIC
189
Cutler Investment Counsel
Oregon
$278K +$278K +2,205 New
CT
190
Coastline Trust
Rhode Island
$262K – – –
Citigroup
191
Citigroup
New York
$260K +$27.4K +218 +12%
GWCM
192
Godshalk Welsh Capital Management
Pennsylvania
$258K – – –
KIM
193
Karpus Investment Management
New York
$252K +$252K +2,000 New
PPA
194
Parametric Portfolio Associates
Washington
$244K +$244K +1,940 New
EDRS
195
Edmond de Rothschild (Suisse)
Switzerland
$241K – – –
BC
196
Brinker Capital
Pennsylvania
$240K +$240K +1,913 New
Comerica Bank
197
Comerica Bank
Texas
$232K +$1.89K +15 +0.8%
KF
198
Krilogy Financial
Missouri
$232K +$232K +1,845 New
CA
199
Commerzbank Aktiengesellschaft
Germany
$227K -$340K -2,700 -60%
DRS
200
Deane Retirement Strategies
Louisiana
$227K -$16.1K -128 -7%
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