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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

261 hedge funds and large institutions have $4.07B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
261
Holders Change
+6
Holders Change %
+2.35%
% of All Funds
6.51%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.35%
New
41
Increased
84
Reduced
102
Closed
30
Calls
$307K
Puts
$1.3M
Net Calls
-$997K
Net Calls Change
+$17M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$178M
2
T
2
Thomaspartners
Massachusetts
$106M
3
AssetMark Inc
3
AssetMark Inc
California
$38.1M
4
CA
4
Cambridge Associates
Massachusetts
$99M
5
SCM
5
SCS Capital Management
Massachusetts
$31.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$97.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55.6M
3
Wells Fargo
3
Wells Fargo
California
$178M
4
SWA
4
SFMG Wealth Advisors
Texas
$0
5
FEG
5
Fund Evaluation Group
Ohio
$6.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.12B 9,117,307 -62,467 -0.7%
EFS
2
Edelman Financial Services
Virginia
$190M 1,544,347 +104,834 +7%
Fidelity International
3
Fidelity International
Bermuda
$188M 1,528,203 -45,300 -3%
Wells Fargo
4
Wells Fargo
California
$178M 1,446,851 -114,973 -7%
Ameriprise
5
Ameriprise
Minnesota
$178M 1,446,642 +1,230,034 +568%
VA
6
Valmark Advisers
Ohio
$140M 1,135,178 +17,500 +2%
SAC
7
Smith Affiliated Capital
New York
– – – –
Stifel Financial
8
Stifel Financial
Missouri
$120M 972,864 +130,578 +16%
Morgan Stanley
9
Morgan Stanley
New York
$110M 890,772 +61,059 +7%
T
10
Thomaspartners
Massachusetts
$106M 861,145 +390,426 +83%
CA
11
Cambridge Associates
Massachusetts
$99M 804,508 +266,776 +50%
UBS Group
12
UBS Group
Switzerland
$97.7M 794,094 -625,925 -44%
CSIA
13
Charles Schwab Investment Advisory
California
$85.2M 691,993 +7,645 +1%
PCA
14
Personal Capital Advisors
California
$77.8M 632,741 +153,237 +32%
VIM
15
VCU Investment Management
Virginia
$68.1M 553,600 -29,931 -5%
KeyBank National Association
16
KeyBank National Association
Ohio
$62.7M 509,631 -6,252 -1%
SMA
17
Simply Money Advisors
Ohio
$61.8M 502,588 +146,663 +41%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$55.6M 451,770 -117,188 -21%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$46.4M 376,781 -80,669 -18%
JIR
20
James Investment Research
Ohio
$43.8M 356,051 -5,101 -1%
FIM
21
Freedom Investment Management
Connecticut
$42.7M 347,144 -69,106 -17%
CPO
22
Cerity Partners OCIO
New York
$39.2M 318,442 +47,617 +18%
AssetMark Inc
23
AssetMark Inc
California
$38.1M 309,581 +287,753 +1,318%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$36M 292,669 +935 +0.3%
SB
25
Suntrust Banks
Georgia
$35.6M 289,634 +32,778 +13%
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