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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

459 hedge funds and large institutions have $8.61B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+53
Holders Change %
+13.05%
% of All Funds
10.14%
Holding in Top 10
56
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+33.33%
% of All Funds
1.24%
New
106
Increased
151
Reduced
143
Closed
43
Calls
$14.6M
Puts
$62.5M
Net Calls
-$47.8M
Net Calls Change
-$54.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.12B
2
Financial Engines Advisors
Financial Engines Advisors
California
$558M
3
SCM
SCS Capital Management
Massachusetts
$243M
4
Truist Financial
Truist Financial
North Carolina
$184M
5
RWM
Ritholtz Wealth Management
New York
$134M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$441M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M
3
AA
Ancora Advisors
Ohio
$21.3M
4
HNB
Huntington National Bank
Ohio
$32.8M
5
Prudential Financial
Prudential Financial
New Jersey
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
176
Transcend Capital Advisors
New Jersey
$1.87M +$1.58M +11,858 +542%
Renaissance Technologies
177
Renaissance Technologies
New York
$1.87M +$1.87M +14,000 New
CAN
178
Cetera Advisor Networks
California
$1.81M +$135K +1,009 +8%
QAM
179
Q3 Asset Management
Michigan
$1.74M +$1.74M +13,041 New
SPC
180
Sigma Planning Corp
Michigan
$1.67M +$544K +4,078 +48%
BWAM
181
Boyd Watterson Asset Management
Ohio
$1.67M +$635K +4,760 +61%
TCM
182
Twele Capital Management
Minnesota
$1.66M +$292K +2,193 +21%
UBV
183
United Bank (Virginia)
Virginia
$1.66M – – –
RJT
184
Raymond James Trust
Florida
$1.66M +$789K +5,920 +91%
JIP
185
Jaffetilchin Investment Partners
Florida
$1.65M +$79.1K +593 +5%
Franklin Resources
186
Franklin Resources
California
$1.64M -$948K -7,110 -37%
HPC
187
HM Payson & Co
Maine
$1.62M -$6K -45 -0.4%
VFA
188
Values First Advisors
Tennessee
$1.62M +$96.5K +724 +6%
WSTAM
189
Wilbanks Smith & Thomas Asset Management
Virginia
$1.62M -$2.68M -20,110 -62%
SFG
190
Sowa Financial Group
Rhode Island
$1.58M +$1.4M +10,484 +764%
AIM
191
Acropolis Investment Management
Missouri
$1.56M -$62.5K -469 -4%
CHAM
192
Clear Harbor Asset Management
Connecticut
$1.54M +$26K +195 +2%
DWM
193
Destination Wealth Management
California
$1.52M +$1.52M +11,367 New
MFG
194
Menard Financial Group
Texas
$1.5M +$1.5M +11,241 New
AWA
195
Arete Wealth Advisors
Illinois
$1.45M +$218K +1,637 +18%
BB
196
Bell Bank
North Dakota
$1.44M -$732K -5,491 -34%
PIMG
197
Patriot Investment Management Group
Tennessee
$1.41M +$1.41M +10,610 New
SYBT
198
Stock Yards Bank & Trust
Kentucky
$1.41M -$267K -2,000 -16%
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$1.38M +$1.17M +8,767 +559%
MCP
200
Martin Capital Partners
Oregon
$1.36M +$76.8K +576 +6%
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