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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 %
FA
176
Freestate Advisors
Kansas
$2.65M 19,838 -191,246 -91%
SIA
177
Strategic Investment Advisors
Michigan
$2.62M 19,628 +19,628 New
VRM
178
Vectors Research Management
New York
$2.62M 19,604 +19,514 +21,682%
HC
179
HNP Capital
New York
$2.62M 19,580 +19,580 New
DTIM
180
Danda Trouve Investment Management
Kansas
$2.59M 19,390 +152 +0.8%
CA
181
Cetera Advisors
Colorado
$2.57M 19,230 -14,895 -44%
MPPLM
182
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.57M 19,219 +19,219 New
GAG
183
GM Advisory Group
New York
$2.53M 18,912 -4,157 -18%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$2.52M 18,862 +11,669 +162%
AIP
185
Almanack Investment Partners
Pennsylvania
$2.5M 18,704 -32,677 -64%
VAS
186
Vestmark Advisory Solutions
Massachusetts
$2.46M 18,415 -1,812 -9%
BHB
187
Bank Hapoalim BM
Israel
– – – –
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$2.45M 18,315 +7,981 +77%
DAS
189
Dynamic Advisor Solutions
Arizona
$2.44M 18,213 +12,221 +204%
AWMS
190
Advocacy Wealth Management Services
Georgia
$2.42M 18,075 +590 +3%
DWT
191
Dorsey & Whitney Trust
South Dakota
$2.34M 17,513 -5,823 -25%
FFS
192
Founders Financial Securities
Maryland
$2.3M 17,207 +15,288 +797%
LFG
193
LifePlan Financial Group
Ohio
$2.3M 17,168 -664 -4%
JWCA
194
J.W. Cole Advisors
Florida
$2.27M 16,961 +15,126 +824%
SWP
195
Summit Wealth Partners
Florida
$2.22M 16,636 +16,636 New
SG Americas Securities
196
SG Americas Securities
New York
$2.19M 16,397 +16,397 New
SPC
197
Sigma Planning Corp
Michigan
$2.14M 16,033 +3,491 +28%
ACM
198
AUA Capital Management
Pennsylvania
$2.09M 15,604 -4,520 -22%
WSTAM
199
Wilbanks Smith & Thomas Asset Management
Virginia
$2.05M 15,346 +3,214 +26%
PFS
200
Prospera Financial Services
Texas
$2.04M 15,263 -23,653 -61%
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