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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

255 hedge funds and large institutions have $3.86B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 39 closing their positions.

Holders
255
Holders Change
-3
Holders Change %
-1.16%
% of All Funds
6.38%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.43%
New
41
Increased
85
Reduced
96
Closed
39
Calls
$1.56M
Puts
$19.6M
Net Calls
-$18M
Net Calls Change
-$14.4M

Top Buyers

1
VIM
1
VCU Investment Management
Virginia
$71.5M
2
Fidelity International
2
Fidelity International
Bermuda
$193M
3
T
3
Thomaspartners
Massachusetts
$57.7M
4
SMA
4
Simply Money Advisors
Ohio
$43.6M
5
Wells Fargo
5
Wells Fargo
California
$191M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.12B
2
FIM
2
Freedom Investment Management
Connecticut
$51M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$56M
4
CC
4
Cedar Capital
Illinois
$529K
5
CG
5
Colony Group
Massachusetts
$3.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.12B 9,179,774 -3,190,747 -26%
Fidelity International
2
Fidelity International
Bermuda
$193M 1,573,503 +417,117 +36%
Wells Fargo
3
Wells Fargo
California
$191M 1,561,824 +226,910 +17%
EFS
4
Edelman Financial Services
Virginia
$176M 1,439,513 +124,441 +9%
UBS Group
5
UBS Group
Switzerland
$174M 1,420,019 -156,124 -10%
SAC
6
Smith Affiliated Capital
New York
– – – –
VA
7
Valmark Advisers
Ohio
$137M 1,117,678 +26,247 +2%
Stifel Financial
8
Stifel Financial
Missouri
$103M 842,286 +91,816 +12%
Morgan Stanley
9
Morgan Stanley
New York
$102M 829,713 -148,822 -15%
CSIA
10
Charles Schwab Investment Advisory
California
$83.8M 684,348 +171 +0%
VIM
11
VCU Investment Management
Virginia
$71.5M 583,531 +583,531 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$69.7M 568,958 +121,811 +27%
CA
13
Cambridge Associates
Massachusetts
$65.9M 537,732 +71,669 +15%
KeyBank National Association
14
KeyBank National Association
Ohio
$63.2M 515,883 -12,935 -2%
PCA
15
Personal Capital Advisors
California
$58.7M 479,504 +74,200 +18%
T
16
Thomaspartners
Massachusetts
$57.7M 470,719 +350,252 +291%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$56M 457,450 -1,681,181 -79%
FIM
18
Freedom Investment Management
Connecticut
$51M 416,250 -1,845,780 -82%
JIR
19
James Investment Research
Ohio
$44.2M 361,152 -145,068 -29%
SMA
20
Simply Money Advisors
Ohio
$43.6M 355,925 +348,619 +4,772%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$35.7M 291,734 +60,616 +26%
TWM
22
Tanglewood Wealth Management
Texas
$35.2M 287,416 +128,604 +81%
CPO
23
Cerity Partners OCIO
New York
$33.2M 270,825 +10,608 +4%
SB
24
Suntrust Banks
Georgia
$31.5M 256,856 +58,875 +30%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$30.3M 247,461 +600 +0.2%
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