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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

187 hedge funds and large institutions have $3.09B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.99%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
21
Increased
85
Reduced
55
Closed
18
Calls
$1.32M
Puts
$820K
Net Calls
+$496K
Net Calls Change
+$912K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$583M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$115M
3
MIH
3
Madison Investment Holdings
Wisconsin
$93.6M
4
FEG
4
Fund Evaluation Group
Ohio
$61.1M
5
Bank of America
5
Bank of America
North Carolina
$449M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$72.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.2M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$344K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$15.3M
5
ACM
5
Argentus Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
1
Managed Account Advisors
New Jersey
$583M 4,694,844 +1,399,735 +42%
Bank of America
2
Bank of America
North Carolina
$449M 3,618,048 +417,908 +13%
Wells Fargo
3
Wells Fargo
California
$159M 1,281,809 +149,734 +13%
EFS
4
Edelman Financial Services
Virginia
$134M 1,082,518 +65,136 +6%
UBS Group
5
UBS Group
Switzerland
$119M 954,974 +168,891 +21%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$115M 926,047 +918,791 +12,663%
Morgan Stanley
7
Morgan Stanley
New York
$107M 862,950 +36,692 +4%
MIH
8
Madison Investment Holdings
Wisconsin
$93.6M 753,919 +753,919 New
VA
9
Valmark Advisers
Ohio
$90.5M 728,779 -3,810 -0.5%
JIR
10
James Investment Research
Ohio
– – – –
SB
11
Suntrust Banks
Georgia
$72.1M 580,533 -2,252,760 -80%
CSIA
12
Charles Schwab Investment Advisory
California
$66.1M 532,713 +13,235 +3%
KeyBank National Association
13
KeyBank National Association
Ohio
$66M 531,253 +35,063 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$64.4M 518,572 +172,839 +50%
FEG
15
Fund Evaluation Group
Ohio
$61.1M 491,780 +491,780 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$59.2M 476,870 -781,972 -62%
CPO
17
Cerity Partners OCIO
New York
$56.5M 455,356 +36,489 +9%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$55.5M 447,007 +180,044 +67%
Stifel Financial
19
Stifel Financial
Missouri
$50.5M 406,833 +39,635 +11%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$47.2M 380,300 -18,300 -5%
TWM
21
Tanglewood Wealth Management
Texas
$27.8M 223,895 +223,895 New
SAS
22
Sage Advisory Services
Texas
$26.2M 210,658 +91,917 +77%
GB
23
Gunma Bank
Japan
$25M 201,000 – –
FA
24
FDx Advisors
Illinois
$24.3M 195,400 +884 +0.5%
AssetMark Inc
25
AssetMark Inc
California
$24.2M 194,822 +189,650 +3,667%
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