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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

344 hedge funds and large institutions have $6.62B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
7.68%
Holding in Top 10
32
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+60%
% of All Funds
0.71%
New
81
Increased
112
Reduced
101
Closed
43
Calls
$2.83M
Puts
$1.57M
Net Calls
+$1.26M
Net Calls Change
+$677K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$204M
2
RWM
Ritholtz Wealth Management
New York
+$128M
3
KP
Keel Point
Alabama
+$122M
4
MLM
Mount Lucas Management
Pennsylvania
+$99.7M
5
Bank of America
Bank of America
North Carolina
+$97.5M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$204M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$166M
3
Ameriprise
Ameriprise
Minnesota
-$91.8M
4
CWM
Cornerstone Wealth Management
Missouri
-$42M
5
KPAG
KLS Professional Advisors Group
New York
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
201
Shepherd Financial Partners
Massachusetts
$467K +$256K +2,106 +122%
IA
202
IFP Advisors
Florida
$449K -$389K -3,210 -46%
WA
203
Winfield Associates
Ohio
$446K +$36.4K +300 +9%
AW
204
ACG Wealth
Georgia
$445K – – –
KF
205
Krilogy Financial
Missouri
$432K -$1.58K -13 -0.4%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$432K +$71.9K +592 +20%
SCC
207
Spring Creek Capital
Kansas
$426K +$220K +1,808 +107%
CL
208
CSS LLC
Illinois
$425K – – –
PWM
209
Perigon Wealth Management
California
$415K +$17.2K +148 +4%
BS
210
Banco Santander
Spain
$403K – – –
HC
211
HNP Capital
New York
$394K +$394K +3,249 New
MAFM
212
Mid Atlantic Financial Management
Pennsylvania
$388K +$388K +3,197 New
RCG
213
Ruggie Capital Group
Florida
$387K -$636K -5,240 -62%
GIM
214
Goelzer Investment Management
Indiana
$384K -$2.55K -21 -0.7%
PFA
215
Pettinga Financial Advisors
Indiana
$373K +$373K +3,070 New
CAN
216
Claraphi Advisory Network
United States
$368K +$368K +3,031 New
LWM
217
Lyons Wealth Management
Florida
$367K -$1.28M -10,529 -78%
TA
218
TFG Advisers
Michigan
$366K +$366K +3,019 New
KPAG
219
KLS Professional Advisors Group
New York
$364K -$32.8M -270,424 -99%
WTC
220
WhitTier Trust Company
Nevada
$363K – – –
PFA
221
Pure Financial Advisors
California
$363K – – –
WA
222
Wambolt & Associates
Colorado
$359K +$359K +2,960 New
WWM
223
Western Wealth Management
Colorado
$348K +$348K +2,866 New
BPC
224
Banque Pictet & Cie
Switzerland
$345K – – –
1WA
225
180 Wealth Advisors
Washington
$333K – – –
7 8
9
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