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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

150 hedge funds and large institutions have $4.51B invested in iShares 3-7 Year Treasury Bond ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
150
Holders Change
+11
Holders Change %
+7.91%
% of All Funds
4.87%
Holding in Top 10
23
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+130%
% of All Funds
0.75%
New
28
Increased
50
Reduced
58
Closed
15
Calls
–
Puts
$303K
Net Calls
-$303K
Net Calls Change
-$303K

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$1.93B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$218M
3
CSIA
3
Charles Schwab Investment Advisory
California
$175M
4
SB
4
Suntrust Banks
Georgia
$312M
5
PI
5
Placemark Investments
Illinois
$102M

Top Sellers

1
CC
1
Curian Capital
Colorado
$18.3M
2
CEMP
2
Compass Efficient Model Portfolios
Tennessee
$204K
3
SIA
3
Spruce Investment Advisors
Connecticut
$1.55M
4
DS
4
DRW Securities
Illinois
$0
5
Bank of America
5
Bank of America
North Carolina
$160M
Name Market Value Shares Shares
Change 		Shares
Change %
GHF
1
Good Harbor Financial
Illinois
$1.93B 15,930,345 +15,930,345 New
SB
2
Suntrust Banks
Georgia
$312M 2,572,164 +851,082 +49%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$218M 1,798,168 +1,742,807 +3,148%
CSIA
4
Charles Schwab Investment Advisory
California
$175M 1,441,505 +1,256,287 +678%
Bank of America
5
Bank of America
North Carolina
$160M 1,318,133 -61,533 -4%
SAC
6
Smith Affiliated Capital
New York
– – – –
Wells Fargo
7
Wells Fargo
California
$126M 1,041,828 +34,673 +3%
LTI
8
Laffer Tengler Investments
Tennessee
– – -889 Closed
Morgan Stanley
9
Morgan Stanley
New York
$108M 886,972 -49,487 -5%
PI
10
Placemark Investments
Illinois
$102M 839,650 +832,010 +10,890%
EFS
11
Edelman Financial Services
Virginia
$80M 659,081 +57,288 +10%
VA
12
Valmark Advisers
Ohio
$74.3M 612,492 +4,769 +0.8%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$70.2M 578,797 +564,401 +3,921%
ACM
14
Argentus Capital Management
Texas
$64.9M 534,767 +534,767 New
U
15
UBS
Switzerland
$58.9M 485,764 +134,403 +38%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$49.4M 407,549 -16,090 -4%
FHA
17
First Horizon Advisors
Tennessee
$48.7M 401,340 +401,340 New
KeyBank National Association
18
KeyBank National Association
Ohio
$47.5M 391,389 +7,004 +2%
VAM
19
Visionary Asset Management
Texas
$42.9M 353,646 +353,646 New
BFG
20
Beacon Financial Group
Texas
$37.2M 306,835 +306,835 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$32.9M 270,814 -18,776 -6%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$32.7M 269,500 +132,400 +97%
JIR
23
James Investment Research
Ohio
– – – –
FAAS
24
First Allied Advisory Services
California
$24.5M 202,248 +198,806 +5,776%
GB
25
Gunma Bank
Japan
$24.4M 201,000 – –
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