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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

285 hedge funds and large institutions have $5.41B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 89 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
-8
Holders Change %
-2.73%
% of All Funds
6.54%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.5%
New
40
Increased
111
Reduced
89
Closed
46
Calls
$1.82M
Puts
$1.42M
Net Calls
+$399K
Net Calls Change
-$8.06M

Top Buyers

1
State Street
State Street
Massachusetts
+$202M
2
Bank of America
Bank of America
North Carolina
+$150M
3
Ameriprise
Ameriprise
Minnesota
+$63.2M
4
RIM
Redwood Investment Management
Arizona
+$55.7M
5
SMM
Stadion Money Management
Georgia
+$39.2M

Top Sellers

1
CA
Cambridge Associates
Massachusetts
-$147M
2
MAM
Meeder Asset Management
Ohio
-$45.2M
3
Wells Fargo
Wells Fargo
California
-$23.9M
4
AssetMark Inc
AssetMark Inc
California
-$23.9M
5
HNB
Huntington National Bank
Ohio
-$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
201
Jane Street
New York
$313K -$2.21M -18,342 -88%
SFM
202
Signet Financial Management
New Jersey
$310K -$175K -1,448 -36%
NAM
203
NTV Asset Management
West Virginia
$308K – – –
WI
204
Wintrust Investments
Illinois
$308K +$308K +2,556 New
RW
205
Rand Wealth
Maryland
$306K – – –
Citigroup
206
Citigroup
New York
$297K -$351K -2,907 -54%
RJT
207
Raymond James Trust
Florida
$284K -$243K -2,013 -46%
Comerica Bank
208
Comerica Bank
Texas
$282K +$24.7K +206 +10%
EWM
209
Empirical Wealth Management
Washington
$280K -$105K -870 -27%
CFA
210
Capstone Financial Advisors
Illinois
$276K +$276K +2,289 New
CA
211
Cetera Advisors
Colorado
$273K -$2.9M -24,327 -91%
EAM
212
Evanson Asset Management
California
$261K – – –
William Blair & Company
213
William Blair & Company
Illinois
$254K -$618K -5,125 -71%
CT
214
Coastline Trust
Rhode Island
$251K – – –
PMG
215
ProVise Management Group
Florida
$251K +$251K +2,080 New
PAM
216
Peak Asset Management
Colorado
$245K -$34.3K -285 -12%
SAS
217
Stelac Advisory Services
New York
$231K +$231K +1,919 New
AIIMS
218
Analyst IMS Investment Management Services
Israel
$218K +$218K +1,804 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$210K -$12.5K -104 -6%
EWF
220
Epstein & White Financial
California
$205K -$387K -3,209 -65%
CA
221
Calton & Associates
Florida
$205K +$51.9K +431 +34%
TAIM
222
TD Ameritrade Investment Management
Nebraska
$196K -$7.23K -60 -4%
HDIM
223
Hanson & Doremus Investment Management
Vermont
$170K +$4.94K +41 +3%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$165K -$36.1K -300 -18%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$164K -$22.9K -189 -12%
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9
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