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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

490 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.

Holders
490
Holders Change
+31
Holders Change %
+6.75%
% of All Funds
10.07%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
1.03%
New
86
Increased
193
Reduced
142
Closed
53
Calls
$28.4M
Puts
$151M
Net Calls
-$123M
Net Calls Change
-$75.1M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$529M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$674M
3
Ameriprise
3
Ameriprise
Minnesota
$248M
4
FIM
4
Freedom Investment Management
Connecticut
$101M
5
AssetMark Inc
5
AssetMark Inc
California
$80.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.63B
2
RWM
2
Ritholtz Wealth Management
New York
$6.05M
3
TWM
3
Tanglewood Wealth Management
Texas
$0
4
Truist Financial
4
Truist Financial
North Carolina
$118M
5
Morgan Stanley
5
Morgan Stanley
New York
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
RFN
201
RDA Financial Network
Iowa
$2.02M 15,093 -203 -1%
NC
202
NewSquare Capital
Pennsylvania
$2.01M 15,067 +15,067 New
RWB
203
RMR Wealth Builders
New Jersey
$2.01M 15,000 +15,000 New
IFS
204
Ifrah Financial Services
Arkansas
$1.98M 14,815 -203 -1%
Bank of Nova Scotia
205
Bank of Nova Scotia
Ontario, Canada
$1.97M 14,722 +14,722 New
CS
206
Credit Suisse
Switzerland
$1.95M 14,552 +14,552 New
FF
207
Fluent Financial
Texas
$1.93M 14,429 -213 -1%
SI
208
Stephens Inc
Arkansas
$1.82M 13,615 +8,535 +168%
TCM
209
Twele Capital Management
Minnesota
$1.81M 13,550 +1,082 +9%
RJT
210
Raymond James Trust
Florida
$1.74M 13,031 +581 +5%
SFG
211
Sowa Financial Group
Rhode Island
$1.73M 12,929 +1,072 +9%
PSUF
212
People's United Financial
Connecticut
$1.71M 12,808 -1,278 -9%
CHAM
213
Clear Harbor Asset Management
Connecticut
$1.65M 12,366 +785 +7%
UBV
214
United Bank (Virginia)
Virginia
$1.64M 12,246 -213 -2%
OFG
215
OmniStar Financial Group
North Carolina
$1.63M 12,184 +6,864 +129%
VFA
216
Values First Advisors
Tennessee
$1.59M 11,869 -271 -2%
NA
217
NewEdge Advisors
Louisiana
$1.57M 11,755 +2,371 +25%
IAN
218
Integrated Advisors Network
Texas
$1.53M 11,457 +3,935 +52%
Franklin Resources
219
Franklin Resources
California
$1.49M 11,129 -1,145 -9%
IMC Chicago
220
IMC Chicago
Illinois
$1.47M 10,966 +10,966 New
BB
221
Bell Bank
North Dakota
$1.45M 10,809 – –
MCP
222
Martin Capital Partners
Oregon
$1.44M 10,802 +630 +6%
PCIA
223
Prime Capital Investment Advisors
Kansas
$1.43M 10,730 +9,344 +674%
CFA
224
Carroll Financial Associates
North Carolina
$1.42M 10,641 +3,974 +60%
PIMG
225
Patriot Investment Management Group
Tennessee
$1.42M 10,610 – –
7 8
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