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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

459 hedge funds and large institutions have $8.61B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+53
Holders Change %
+13.05%
% of All Funds
10.14%
Holding in Top 10
56
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+33.33%
% of All Funds
1.24%
New
106
Increased
151
Reduced
143
Closed
43
Calls
$14.6M
Puts
$62.5M
Net Calls
-$47.8M
Net Calls Change
-$54.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$339M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$286M
3
SCM
SCS Capital Management
Massachusetts
+$243M
4
Truist Financial
Truist Financial
North Carolina
+$138M
5
RWM
Ritholtz Wealth Management
New York
+$133M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.12B
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$53.2M
3
AA
Ancora Advisors
Ohio
-$34.7M
4
HNB
Huntington National Bank
Ohio
-$33.6M
5
Prudential Financial
Prudential Financial
New Jersey
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M -$53.2M -399,258 -98%
TW
202
TrinityPoint Wealth
Connecticut
$1.26M +$1.26M +9,461 New
BHB
203
Bank Hapoalim BM
Israel
$1.26M -$1.17M – –
NA
204
NewEdge Advisors
Louisiana
$1.25M +$795K +5,964 +174%
CRWM
205
Castle Rock Wealth Management
California
$1.24M +$1.24M +9,246 New
WP
206
WealthSource Partners
California
$1.22M -$441K -3,309 -27%
CWA
207
Clarus Wealth Advisors
Arizona
$1.22M +$1.22M +9,137 New
WIP
208
Wellesley Investment Partners
Massachusetts
$1.18M +$94.2K +707 +9%
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$1.17M +$1.17M +8,780 New
CA
210
Clearstead Advisors
Ohio
$1.15M – – –
PWM
211
Perigon Wealth Management
California
$1.08M +$226K +1,698 +27%
BAC
212
Boys Arnold & Co
North Carolina
$1.07M – – –
IFA
213
Interactive Financial Advisors
Illinois
$1.07M +$96K +720 +10%
DWM
214
Dakota Wealth Management
Florida
$1.07M +$3.2K +24 +0.3%
CI
215
Cavalier Investments
Georgia
$1.05M +$1.05M +7,880 New
RWP
216
RWA Wealth Partners
Massachusetts
$1.04M +$1.04M +7,806 New
SC
217
Scotia Capital
Ontario, Canada
$1.04M -$2.86M -21,459 -73%
Simplex Trading
218
Simplex Trading
Illinois
$1.02M -$1.33M -9,971 -57%
IAN
219
Integrated Advisors Network
Texas
$1M +$92.7K +695 +10%
PBT
220
Pictet Bank & Trust
Bahamas
$989K -$425K -3,190 -30%
NCM
221
Novare Capital Management
North Carolina
$987K +$987K +7,400 New
PFG
222
Pacific Financial Group
Washington
$974K +$93.5K +701 +11%
GG
223
Gofen & Glossberg
Illinois
$970K +$703K +5,274 +264%
MIFH
224
Migdal Insurance & Financial Holdings
Israel
$962K -$614K -4,608 -39%
CIBC World Market
225
CIBC World Market
Ontario, Canada
$959K -$49.5K -371 -5%
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