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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

186 hedge funds and large institutions have $2.87B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+31
Holders Change %
+20%
% of All Funds
4.96%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.4%
New
46
Increased
66
Reduced
51
Closed
13
Calls
$978K
Puts
$1.39M
Net Calls
-$416K
Net Calls Change
-$526K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$403M
2
Bank of America
2
Bank of America
North Carolina
$391M
3
UBS Group
3
UBS Group
Switzerland
$96.1M
4
SB
4
Suntrust Banks
Georgia
$347M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$154M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$6.18M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$5.21M
3
CSIA
3
Charles Schwab Investment Advisory
California
$63.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$101M
5
CC
5
Curian Capital
Colorado
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
1
Managed Account Advisors
New Jersey
$403M 3,295,109 +1,821,982 +124%
Bank of America
2
Bank of America
North Carolina
$391M 3,200,140 +948,506 +42%
SB
3
Suntrust Banks
Georgia
$347M 2,833,293 +313,893 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$154M 1,258,842 +276,166 +28%
Wells Fargo
5
Wells Fargo
California
$138M 1,132,075 +111,662 +11%
EFS
6
Edelman Financial Services
Virginia
$124M 1,017,382 +39,305 +4%
LTI
7
Laffer Tengler Investments
Tennessee
– – -889 Closed
Morgan Stanley
8
Morgan Stanley
New York
$101M 826,258 -235,922 -22%
UBS Group
9
UBS Group
Switzerland
$96.1M 786,083 +786,083 New
JIR
10
James Investment Research
Ohio
– – – –
VA
11
Valmark Advisers
Ohio
$89.6M 732,589 +18,877 +3%
CSIA
12
Charles Schwab Investment Advisory
California
$63.5M 519,478 -261,624 -33%
KeyBank National Association
13
KeyBank National Association
Ohio
$60.7M 496,190 +74,029 +18%
CPO
14
Cerity Partners OCIO
New York
$51.2M 418,867 +10,243 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$48.8M 398,600 -153,621 -28%
Stifel Financial
16
Stifel Financial
Missouri
$44.9M 367,198 +6,729 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$42.3M 345,733 +85,537 +33%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$32.7M 266,963 +108,359 +68%
CCMG
19
Clark Capital Management Group
Pennsylvania
$26.4M 215,522 +215,522 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$26.2M 213,850 +95,333 +80%
GB
21
Gunma Bank
Japan
$24.6M 201,000 – –
SMM
22
Stadion Money Management
Georgia
$24.5M 200,451 +2,020 +1%
FA
23
FDx Advisors
Illinois
$23.8M 194,516 +48,044 +33%
PCA
24
Personal Capital Advisors
California
$15.9M 130,394 +24,237 +23%
SAS
25
Sage Advisory Services
Texas
$14.5M 118,741 -5,280 -4%
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