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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

201 hedge funds and large institutions have $3.27B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 15 closing their positions.

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
5.42%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.57%
New
32
Increased
76
Reduced
69
Closed
15
Calls
$2.98M
Puts
$4.34M
Net Calls
-$1.36M
Net Calls Change
-$1.86M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$787M
2
FIM
2
Freedom Investment Management
Connecticut
$137M
3
JIR
3
James Investment Research
Ohio
$87.7M
4
UBS Group
4
UBS Group
Switzerland
$144M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$84.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.84M
2
Bank of America
2
Bank of America
North Carolina
$390M
3
SB
3
Suntrust Banks
Georgia
$39.6M
4
AssetMark Inc
4
AssetMark Inc
California
$62K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$34.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
1
Managed Account Advisors
New Jersey
$787M 6,404,222 +1,709,378 +36%
Bank of America
2
Bank of America
North Carolina
$390M 3,174,572 -443,476 -12%
Wells Fargo
3
Wells Fargo
California
$166M 1,348,641 +66,832 +5%
UBS Group
4
UBS Group
Switzerland
$144M 1,169,149 +214,175 +22%
EFS
5
Edelman Financial Services
Virginia
$139M 1,127,071 +44,553 +4%
FIM
6
Freedom Investment Management
Connecticut
$137M 1,110,196 +1,048,838 +1,709%
Morgan Stanley
7
Morgan Stanley
New York
$110M 895,570 +32,620 +4%
VA
8
Valmark Advisers
Ohio
$91.1M 740,977 +12,198 +2%
JIR
9
James Investment Research
Ohio
$87.7M 713,436 +713,436 New
MIH
10
Madison Investment Holdings
Wisconsin
$84.8M 689,274 -64,645 -9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$84.5M 687,115 +210,245 +44%
FEG
12
Fund Evaluation Group
Ohio
$79.3M 645,181 +153,401 +31%
CSIA
13
Charles Schwab Investment Advisory
California
$75.3M 612,249 +79,536 +15%
KeyBank National Association
14
KeyBank National Association
Ohio
$64.1M 521,523 -9,730 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$63M 512,728 -5,844 -1%
CPO
16
Cerity Partners OCIO
New York
$57.4M 467,182 +11,826 +3%
Stifel Financial
17
Stifel Financial
Missouri
$52.7M 428,421 +21,588 +5%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$49.6M 403,402 -43,605 -10%
SB
19
Suntrust Banks
Georgia
$39.6M 322,196 -258,337 -44%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$34.7M 282,569 -97,731 -26%
TWM
21
Tanglewood Wealth Management
Texas
$26.4M 215,062 -8,833 -4%
GB
22
Gunma Bank
Japan
$24.7M 201,000 – –
SMM
23
Stadion Money Management
Georgia
$24.2M 196,736 +8,039 +4%
PCA
24
Personal Capital Advisors
California
$22.8M 185,162 +28,894 +18%
SAS
25
Sage Advisory Services
Texas
$20M 162,398 -48,260 -23%
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