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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

144 hedge funds and large institutions have $1.98B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 18 closing their positions.

Holders
144
Holders Change
-7
Holders Change %
-4.64%
% of All Funds
4.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
13
Increased
48
Reduced
61
Closed
18
Calls
$670K
Puts
$524K
Net Calls
+$146K
Net Calls Change
+$496K

Top Buyers

1
FIM
1
Freedom Investment Management
Connecticut
$86.1M
2
CPO
2
Cerity Partners OCIO
New York
$44.1M
3
MAA
3
Managed Account Advisors
New Jersey
$46.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.4M
5
U
5
UBS
Switzerland
$66.3M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$3.73M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
1
Suntrust Banks
Georgia
$337M 2,764,250 -5,476 -0.2%
Bank of America
2
Bank of America
North Carolina
$174M 1,429,760 +89,950 +7%
Morgan Stanley
3
Morgan Stanley
New York
$169M 1,384,786 -130,592 -9%
Wells Fargo
4
Wells Fargo
California
$139M 1,140,536 -63,663 -5%
EFS
5
Edelman Financial Services
Virginia
$109M 897,818 +80,039 +10%
CSIA
6
Charles Schwab Investment Advisory
California
$89.2M 732,377 +41,200 +6%
FIM
7
Freedom Investment Management
Connecticut
$86.1M 707,036 +674,588 +2,079%
VA
8
Valmark Advisers
Ohio
$85M 697,524 +31,221 +5%
U
9
UBS
Switzerland
$66.3M 544,613 +96,308 +21%
KeyBank National Association
10
KeyBank National Association
Ohio
$53M 435,266 +38,659 +10%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$50.1M 411,604 -8,490 -2%
MAA
12
Managed Account Advisors
New Jersey
$46.4M 381,042 +161,942 +74%
CPO
13
Cerity Partners OCIO
New York
$44.1M 361,857 +361,857 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$42.7M 350,304 -45,480 -11%
Stifel Financial
15
Stifel Financial
Missouri
$42M 344,665 +39,988 +13%
JIR
16
James Investment Research
Ohio
– – – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$32.4M 265,652 +134,619 +103%
GB
18
Gunma Bank
Japan
$24.5M 201,000 – –
SMM
19
Stadion Money Management
Georgia
$23.6M 193,640 -1,238 -0.6%
CC
20
Curian Capital
Colorado
$21M 172,184 -11,332 -6%
SAC
21
Smith Affiliated Capital
New York
– – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16M 131,166 -313,678 -71%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$15.9M 130,746 -4,345 -3%
FA
24
FDx Advisors
Illinois
$14.8M 121,782 -83,317 -41%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$14.1M 115,419 +3,327 +3%
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