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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

142 hedge funds and large institutions have $1.84B invested in iShares 3-7 Year Treasury Bond ETF in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 28 closing their positions.

Holders
142
Holders Change
-8
Holders Change %
-5.33%
% of All Funds
4.12%
Holding in Top 10
13
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-43.48%
% of All Funds
0.38%
New
22
Increased
43
Reduced
59
Closed
28
Calls
–
Puts
$216K
Net Calls
-$216K
Net Calls Change
+$87K

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$19.6M
2
AssetMark Inc
2
AssetMark Inc
California
$14.1M
3
CC
3
Curian Capital
Colorado
$28.7M
4
VC
4
Vicus Capital
Pennsylvania
$10.6M
5
EFS
5
Edelman Financial Services
Virginia
$88.6M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$21.9M
3
PI
3
Placemark Investments
Illinois
$774K
4
CSIA
4
Charles Schwab Investment Advisory
California
$78.9M
5
ACM
5
Argentus Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SB
1
Suntrust Banks
Georgia
$313M 2,610,240 +38,076 +1%
Bank of America
2
Bank of America
North Carolina
$156M 1,299,161 -18,972 -1%
SAC
3
Smith Affiliated Capital
New York
– – – –
Wells Fargo
4
Wells Fargo
California
$113M 945,119 -96,709 -9%
Morgan Stanley
5
Morgan Stanley
New York
$103M 854,293 -32,679 -4%
EFS
6
Edelman Financial Services
Virginia
$88.6M 738,005 +78,924 +12%
CSIA
7
Charles Schwab Investment Advisory
California
$78.9M 657,017 -784,488 -54%
VA
8
Valmark Advisers
Ohio
$77.7M 647,702 +35,210 +6%
U
9
UBS
Switzerland
$58.2M 485,256 -508 -0.1%
JIR
10
James Investment Research
Ohio
– – – –
HSBC Holdings
11
HSBC Holdings
United Kingdom
$51.2M 426,412 +18,863 +5%
FHA
12
First Horizon Advisors
Tennessee
$48.7M 401,085 -255 -0.1%
KeyBank National Association
13
KeyBank National Association
Ohio
$46.8M 390,089 -1,300 -0.3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$41.7M 347,660 +78,160 +29%
CC
15
Curian Capital
Colorado
$28.7M 238,824 +88,216 +59%
GB
16
Gunma Bank
Japan
$24.1M 201,000 – –
SMM
17
Stadion Money Management
Georgia
$22.7M 189,055 +2,505 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$21.9M 182,262 -1,615,906 -90%
NHFG
19
New Harbor Financial Group
Massachusetts
$20.4M 169,827 -9,453 -5%
HI
20
Horizon Investments
North Carolina
$19.6M 163,154 +117,957 +261%
MAA
21
Managed Account Advisors
New Jersey
$18M 150,343 +27,291 +22%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$14.4M 119,859 -4,092 -3%
AssetMark Inc
23
AssetMark Inc
California
$14.1M 117,836 +105,432 +850%
WF
24
WealthTrust Fairport
Ohio
$13.3M 110,546 +4,151 +4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$12.9M 107,742 +24,044 +29%
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