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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

151 hedge funds and large institutions have $2.12B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 13 closing their positions.

Holders
151
Holders Change
+9
Holders Change %
+6.34%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
23
Increased
51
Reduced
58
Closed
13
Calls
$423K
Puts
$773K
Net Calls
-$350K
Net Calls Change
-$134K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$183M
2
Barclays
2
Barclays
United Kingdom
$63.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$36.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$53.7M
5
Wells Fargo
5
Wells Fargo
California
$145M

Top Sellers

1
FHA
1
First Horizon Advisors
Tennessee
$156K
2
HI
2
Horizon Investments
North Carolina
$1.79M
3
AssetMark Inc
3
AssetMark Inc
California
$1.1M
4
VC
4
Vicus Capital
Pennsylvania
$202K
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SB
1
Suntrust Banks
Georgia
$334M 2,769,726 +159,486 +6%
Morgan Stanley
2
Morgan Stanley
New York
$183M 1,515,378 +661,085 +77%
Bank of America
3
Bank of America
North Carolina
$162M 1,339,810 +40,649 +3%
Wells Fargo
4
Wells Fargo
California
$145M 1,204,199 +259,080 +27%
SAC
5
Smith Affiliated Capital
New York
– – – –
EFS
6
Edelman Financial Services
Virginia
$98.7M 817,779 +79,774 +11%
CSIA
7
Charles Schwab Investment Advisory
California
$83.4M 691,177 +34,160 +5%
VA
8
Valmark Advisers
Ohio
$80.4M 666,303 +18,601 +3%
Barclays
9
Barclays
United Kingdom
$63.3M 527,371 +496,137 +1,588%
JIR
10
James Investment Research
Ohio
– – – –
U
11
UBS
Switzerland
$54.1M 448,305 -36,951 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$53.7M 444,844 +262,582 +144%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$50.7M 420,094 -6,318 -1%
KeyBank National Association
14
KeyBank National Association
Ohio
$47.9M 396,607 +6,518 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$47.8M 395,784 +48,124 +14%
Stifel Financial
16
Stifel Financial
Missouri
$36.8M 304,677 +304,677 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$29.9M 247,321 +139,579 +130%
MAA
18
Managed Account Advisors
New Jersey
$26.4M 219,100 +68,757 +46%
FA
19
FDx Advisors
Illinois
$24.8M 205,099 +99,941 +95%
GB
20
Gunma Bank
Japan
$24.3M 201,000 – –
SMM
21
Stadion Money Management
Georgia
$23.5M 194,878 +5,823 +3%
SAS
22
Sage Advisory Services
Texas
$22.7M 188,400 +188,400 New
CC
23
Curian Capital
Colorado
$22.2M 183,516 -55,308 -23%
NHFG
24
New Harbor Financial Group
Massachusetts
$19.6M 162,757 -7,070 -4%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$16.3M 135,091 +15,232 +13%
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