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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 %
SP
201
Successful Portfolios
Florida
$322K +$322K +2,637 New
VWM
202
Venturi Wealth Management
Texas
$319K – – –
AWM
203
AE Wealth Management
Kansas
$317K +$82.4K +675 +35%
NAM
204
NTV Asset Management
West Virginia
$312K – – –
RW
205
Rand Wealth
Maryland
$310K – – –
1WA
206
180 Wealth Advisors
Washington
$310K +$310K +2,538 New
CC
207
Cedar Capital
Illinois
$304K -$254K -2,085 -46%
SRSA
208
S.R. Schill & Associates
Washington
$286K +$69.4K +569 +32%
OIA
209
OneDigital Investment Advisors
Kansas
$285K +$284K +2,328 +46,560%
PAM
210
Peak Asset Management
Colorado
$283K – – –
ASN
211
Advisory Services Network
Georgia
$268K -$115K -940 -30%
EAM
212
Evanson Asset Management
California
$264K +$264K +2,160 New
Comerica Bank
213
Comerica Bank
Texas
$260K +$45.8K +378 +21%
I
214
IberiaBank
Louisiana
$255K +$972 +8 +0.4%
CT
215
Coastline Trust
Rhode Island
$254K – – –
California Public Employees Retirement System
216
California Public Employees Retirement System
California
$237K +$237K +1,936 New
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$236K +$233K +1,907 +7,946%
DWT
218
Dorsey & Whitney Trust
South Dakota
$230K – – –
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$226K -$69.7K -569 -24%
CIBC World Market
220
CIBC World Market
Ontario, Canada
$226K -$2.44K -20 -1%
HighTower Advisors
221
HighTower Advisors
Illinois
$225K +$5.66K +47 +3%
CAM
222
Caprin Asset Management
Virginia
$220K -$12.4K -102 -5%
CAC
223
Certified Advisory Corp
Florida
$219K +$219K +1,797 New
DJSG
224
D.J. St. Germain
Massachusetts
$211K -$66.7K -545 -24%
Members Trust
225
Members Trust
Florida
$208K +$208K +1,698 New
7 8
9
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