IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

275 hedge funds and large institutions have $5.81B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 106 reducing their positions, and 24 closing their positions.

Holders
275
Holders Change
+4
Holders Change %
+1.48%
% of All Funds
6.87%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
29
Increased
95
Reduced
106
Closed
24
Calls
$1.64M
Puts
$1.75M
Net Calls
-$111K
Net Calls Change
+$843K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.01B
2
AC
2
Alleghany Corporation
New York
$480M
3
CA
3
Cambridge Associates
Massachusetts
$148M
4
AssetMark Inc
4
AssetMark Inc
California
$75.7M
5
Jane Street
5
Jane Street
New York
$25.2M

Top Sellers

1
CAM
1
Caprin Asset Management
Virginia
$236K
2
Ameriprise
2
Ameriprise
Minnesota
$375M
3
T
3
Thomaspartners
Massachusetts
$0
4
IA
4
IndexIQ Advisors
New York
$5.55M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.01B 16,247,726 +9,312,787 +134%
AC
2
Alleghany Corporation
New York
$480M 3,890,000 +3,890,000 New
Ameriprise
3
Ameriprise
Minnesota
$375M 3,038,055 -1,462,426 -32%
FIM
4
Freedom Investment Management
Connecticut
$242M 1,959,328 -170,750 -8%
EFS
5
Edelman Financial Services
Virginia
$207M 1,678,452 +70,859 +4%
Fidelity International
6
Fidelity International
Bermuda
$180M 1,460,006 -20,768 -1%
CA
7
Cambridge Associates
Massachusetts
$148M 1,201,830 +413,988 +53%
Stifel Financial
8
Stifel Financial
Missouri
$147M 1,188,967 +31,827 +3%
VA
9
Valmark Advisers
Ohio
$142M 1,151,579 +13,255 +1%
SAC
10
Smith Affiliated Capital
New York
– – – –
Morgan Stanley
11
Morgan Stanley
New York
$127M 1,025,270 +76,155 +8%
Wells Fargo
12
Wells Fargo
California
$113M 911,521 +24,006 +3%
UBS Group
13
UBS Group
Switzerland
$108M 873,765 +25,658 +3%
PCA
14
Personal Capital Advisors
California
$106M 858,663 +104,051 +14%
CSIA
15
Charles Schwab Investment Advisory
California
$86.7M 701,975 +5,741 +0.8%
AssetMark Inc
16
AssetMark Inc
California
$75.7M 613,116 +277,476 +83%
VIM
17
VCU Investment Management
Virginia
$65.9M 533,497 -122,523 -19%
SMA
18
Simply Money Advisors
Ohio
$62.4M 505,541 +4,128 +0.8%
KeyBank National Association
19
KeyBank National Association
Ohio
$62.2M 503,474 -3,839 -0.8%
CPO
20
Cerity Partners OCIO
New York
$54.8M 444,392 +95,820 +27%
TWM
21
Tanglewood Wealth Management
Texas
$41M 332,353 -2,056 -0.6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$37.4M 302,905 -61,726 -17%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$36.7M 297,394 -455,259 -60%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$31.4M 254,133 -14,437 -5%
SB
25
Suntrust Banks
Georgia
$29.3M 237,460 -8,913 -4%
1
2 3 4 5