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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

155 hedge funds and large institutions have $2.34B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
4.5%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
24
Increased
70
Reduced
37
Closed
13
Calls
$959K
Puts
$849K
Net Calls
+$110K
Net Calls Change
-$36K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$179M
2
Bank of America
2
Bank of America
North Carolina
$273M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$129M
2
SB
2
Suntrust Banks
Georgia
$306M
3
Wells Fargo
3
Wells Fargo
California
$124M
4
FIM
4
Freedom Investment Management
Connecticut
$78.7M
5
LOAMS
5
Lombard Odier Asset Management (Switzerland)
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SB
1
Suntrust Banks
Georgia
$306M 2,519,400 -244,850 -9%
Bank of America
2
Bank of America
North Carolina
$273M 2,251,634 +821,874 +57%
MAA
3
Managed Account Advisors
New Jersey
$179M 1,473,127 +1,092,085 +287%
Morgan Stanley
4
Morgan Stanley
New York
$129M 1,062,180 -322,606 -23%
Wells Fargo
5
Wells Fargo
California
$124M 1,020,413 -120,123 -11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$119M 982,676 +717,024 +270%
EFS
7
Edelman Financial Services
Virginia
$119M 978,077 +80,259 +9%
CSIA
8
Charles Schwab Investment Advisory
California
$94.8M 781,102 +48,725 +7%
VA
9
Valmark Advisers
Ohio
$86.6M 713,712 +16,188 +2%
FIM
10
Freedom Investment Management
Connecticut
$78.7M 648,659 -58,377 -8%
U
11
UBS
Switzerland
$76.6M 631,649 +87,036 +16%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$67M 552,221 +201,917 +58%
KeyBank National Association
13
KeyBank National Association
Ohio
$51.2M 422,161 -13,105 -3%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$50.1M 413,216 +1,612 +0.4%
CPO
15
Cerity Partners OCIO
New York
$49.6M 408,624 +46,767 +13%
Stifel Financial
16
Stifel Financial
Missouri
$43.7M 360,469 +15,804 +5%
JIR
17
James Investment Research
Ohio
– – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$31.6M 260,196 +129,030 +98%
CC
19
Curian Capital
Colorado
$28.9M 238,589 +66,405 +39%
GB
20
Gunma Bank
Japan
$24.4M 201,000 – –
SMM
21
Stadion Money Management
Georgia
$24.1M 198,431 +4,791 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$19.2M 158,604 +27,858 +21%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$18.8M 155,134 +60,105 +63%
FA
24
FDx Advisors
Illinois
$17.8M 146,472 +24,690 +20%
SAS
25
Sage Advisory Services
Texas
$15M 124,021 +124,021 New
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