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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

293 hedge funds and large institutions have $5.07B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+18
Holders Change %
+6.55%
% of All Funds
6.65%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.36%
New
57
Increased
112
Reduced
79
Closed
37
Calls
$9.34M
Puts
$880K
Net Calls
+$8.46M
Net Calls Change
+$8.57M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.08B
2
Stifel Financial
Stifel Financial
Missouri
$203M
3
MAM
Meeder Asset Management
Ohio
$47.3M
4
AssetMark Inc
AssetMark Inc
California
$99.3M
5
EFS
Edelman Financial Services
Virginia
$223M

Top Sellers

1
AC
Alleghany Corporation
New York
$0
2
FIM
Freedom Investment Management
Connecticut
$34.6M
3
CSIA
Charles Schwab Investment Advisory
California
$0
4
Fidelity International
Fidelity International
Bermuda
$148M
5
Ameriprise
Ameriprise
Minnesota
$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
176
RFG Advisory
Alabama
$482K +$238K +1,944 +97%
CAN
177
Cetera Advisor Networks
California
$476K -$58.8K -483 -11%
BAM
178
Belpointe Asset Management
Nevada
$471K -$685K -5,614 -59%
SWP
179
Stratos Wealth Partners
Ohio
$467K -$12.8K -105 -3%
KWA
180
KCS Wealth Advisory
California
$463K +$463K +3,788 New
FNT
181
First National Trust
Pennsylvania
$458K – – –
ACP
182
Aveo Capital Partners
Colorado
$441K +$21.4K +175 +5%
AW
183
ACG Wealth
Georgia
$427K +$32.2K +263 +8%
CIA
184
Capital Investment Advisors
Georgia
$426K – – –
WA
185
Winfield Associates
Ohio
$425K – – –
CS
186
Credit Suisse
Switzerland
$419K +$170K +1,392 +68%
HH
187
Hilltop Holdings
Texas
$414K -$164K -1,339 -28%
LWM
188
Lyons Wealth Management
Florida
$411K +$411K +3,356 New
BS
189
Banco Santander
Spain
$405K – – –
BAS
190
Brown Advisory Securities
Maryland
$398K -$1.87M -15,217 -82%
PBO
191
Peoples Bank (Ohio)
Ohio
$397K +$12.2K +100 +3%
EWM
192
Empirical Wealth Management
Washington
$390K +$28.2K +231 +8%
PA
193
PFG Advisors
Arizona
$387K +$387K +3,167 New
EWM
194
Evercore Wealth Management
New York
$384K +$1.83K +15 +0.5%
LA
195
Lau Associates
Delaware
$379K -$611K -5,000 -62%
WP
196
WealthSource Partners
California
$373K -$123K -1,005 -25%
CWM
197
Cornerstone Wealth Management
Missouri
$365K +$18K +148 +5%
WTC
198
WhitTier Trust Company
Nevada
$364K -$157K -1,286 -30%
KF
199
Krilogy Financial
Missouri
$348K +$34.1K +279 +11%
HCM
200
Hudson Capital Management
New Jersey
$330K +$330K +2,703 New
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