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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

258 hedge funds and large institutions have $4.68B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 92 reducing their positions, and 24 closing their positions.

Holders
258
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
6.89%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.67%
New
31
Increased
90
Reduced
92
Closed
24
Calls
$1.8M
Puts
$5.42M
Net Calls
-$3.62M
Net Calls Change
+$3.15M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$271M
2
Fidelity International
2
Fidelity International
Bermuda
$146M
3
Bank of America
3
Bank of America
North Carolina
$1.57B
4
CC
4
Cedar Capital
Illinois
$41.4M
5
CA
5
Cambridge Associates
Massachusetts
$59M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$950K
2
MAM
2
Meeder Asset Management
Ohio
$17.5M
3
SAS
3
Sage Advisory Services
Texas
$0
4
Wells Fargo
4
Wells Fargo
California
$169M
5
Morgan Stanley
5
Morgan Stanley
New York
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.57B 12,370,521 +995,194 +9%
FIM
2
Freedom Investment Management
Connecticut
$286M 2,262,030 +28,388 +1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$271M 2,138,631 +1,486,971 +228%
UBS Group
4
UBS Group
Switzerland
$199M 1,576,143 -91,476 -5%
Wells Fargo
5
Wells Fargo
California
$169M 1,334,914 -254,691 -16%
EFS
6
Edelman Financial Services
Virginia
$166M 1,315,072 +50,792 +4%
Fidelity International
7
Fidelity International
Bermuda
$146M 1,156,386 +1,156,386 New
SAC
8
Smith Affiliated Capital
New York
– – – –
VA
9
Valmark Advisers
Ohio
$138M 1,091,431 +14,766 +1%
Morgan Stanley
10
Morgan Stanley
New York
$124M 978,535 -245,505 -20%
Stifel Financial
11
Stifel Financial
Missouri
$95M 750,470 +32,450 +5%
CSIA
12
Charles Schwab Investment Advisory
California
$86.6M 684,177 +4,743 +0.7%
KeyBank National Association
13
KeyBank National Association
Ohio
$66.9M 528,818 -11,337 -2%
JIR
14
James Investment Research
Ohio
$64.1M 506,220 -91,819 -15%
CA
15
Cambridge Associates
Massachusetts
$59M 466,063 +227,987 +96%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$56.6M 447,147 -127,004 -22%
PCA
17
Personal Capital Advisors
California
$51.4M 405,304 +55,886 +16%
MIH
18
Madison Investment Holdings
Wisconsin
$48.4M 382,120 -102,442 -21%
CC
19
Cedar Capital
Illinois
$41.4M 327,454 +293,082 +853%
CG
20
Colony Group
Massachusetts
$36M 284,837 -2,649 -0.9%
CPO
21
Cerity Partners OCIO
New York
$32.9M 260,217 +9,444 +4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$31.2M 246,861 -16,200 -6%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$29.2M 231,118 -96,121 -29%
GB
24
Gunma Bank
Japan
$25.4M 201,000 – –
SB
25
Suntrust Banks
Georgia
$25.1M 197,981 -38,880 -16%
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