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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

371 hedge funds and large institutions have $5.72B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
8.07%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.89%
New
51
Increased
140
Reduced
126
Closed
38
Calls
$5.58M
Puts
$7.19M
Net Calls
-$1.61M
Net Calls Change
+$1.82M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$362M
2
FIM
2
Freedom Investment Management
Connecticut
$117M
3
TWM
3
Tanglewood Wealth Management
Texas
$72.1M
4
EB
4
Eastern Bank
Massachusetts
$58.8M
5
SFG
5
SNS Financial Group
Minnesota
$40.4M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
LJAC
2
L.J. Altfest & Co
New York
$6.24M
3
HNB
3
Huntington National Bank
Ohio
$29.2M
4
SAS
4
Sage Advisory Services
Texas
$0
5
CPO
5
Cerity Partners OCIO
New York
$74.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
201
CIBC World Market
Ontario, Canada
$809K -$242K -1,928 -23%
SBWM
202
Sunflower Bank Wealth Management
Arizona
$808K -$629 -5 -0.1%
SRSA
203
S.R. Schill & Associates
Washington
$788K +$15.5K +123 +2%
CA
204
Clearstead Advisors
Ohio
$784K – – –
SC
205
Slow Capital
California
$766K +$6.04K +48 +0.8%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$763K +$125K +991 +20%
AllianceBernstein
207
AllianceBernstein
Tennessee
$758K +$3.15K +25 +0.4%
PAG
208
Private Advisor Group
New Jersey
$713K -$295K -2,345 -29%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$712K +$191K +1,516 +37%
VA
210
Valmark Advisers
Ohio
$694K -$51.8K -412 -7%
CG
211
Colony Group
Massachusetts
$685K -$36.2K -288 -5%
EWM
212
Empirical Wealth Management
Washington
$685K +$685K +5,445 New
Barclays
213
Barclays
United Kingdom
$682K -$239K -1,900 -26%
PAG
214
Pinnacle Advisory Group
Maryland
$681K -$44.7K -355 -6%
RA
215
RFG Advisory
Alabama
$667K – – –
TSS
216
Two Sigma Securities
New York
$658K -$688K -5,474 -51%
OAM
217
Oppenheimer Asset Management
New York
$639K +$425K +3,378 +198%
AF
218
Allworth Financial
California
$630K +$26.5K +211 +4%
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$613K -$31.1K -247 -5%
DWM
220
Dakota Wealth Management
Florida
$613K +$396K +3,151 +182%
CCM
221
Coldstream Capital Management
Washington
$601K -$580K -4,606 -49%
PFG
222
Pacific Financial Group
Washington
$600K – – –
Betterment LLC
223
Betterment LLC
New York
$597K -$1.51M -12,041 -72%
FAAS
224
First Allied Advisory Services
California
$590K +$203K +1,618 +53%
CAM
225
Concorde Asset Management
Michigan
$566K +$166K +1,330 +41%
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