IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

293 hedge funds and large institutions have $5.07B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 79 reducing their positions, and 37 closing their positions.

Holders
293
Holders Change
+18
Holders Change %
+6.55%
% of All Funds
6.65%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.36%
New
57
Increased
112
Reduced
79
Closed
37
Calls
$9.34M
Puts
$880K
Net Calls
+$8.46M
Net Calls Change
+$8.57M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.08B
2
Stifel Financial
2
Stifel Financial
Missouri
$203M
3
MAM
3
Meeder Asset Management
Ohio
$47.3M
4
TC
4
Trilogy Capital
California
$26.3M
5
AssetMark Inc
5
AssetMark Inc
California
$99.3M

Top Sellers

1
AC
1
Alleghany Corporation
New York
$0
2
FIM
2
Freedom Investment Management
Connecticut
$34.6M
3
CSIA
3
Charles Schwab Investment Advisory
California
$0
4
Fidelity International
4
Fidelity International
Bermuda
$148M
5
Ameriprise
5
Ameriprise
Minnesota
$343M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.08B 17,003,807 +756,081 +5%
Ameriprise
2
Ameriprise
Minnesota
$343M 2,807,488 -230,567 -8%
EFS
3
Edelman Financial Services
Virginia
$223M 1,823,746 +145,294 +9%
Stifel Financial
4
Stifel Financial
Missouri
$203M 1,662,597 +473,630 +40%
Fidelity International
5
Fidelity International
Bermuda
$148M 1,213,703 -246,303 -17%
CA
6
Cambridge Associates
Massachusetts
$147M 1,201,830 – –
VA
7
Valmark Advisers
Ohio
$146M 1,193,191 +41,612 +4%
Morgan Stanley
8
Morgan Stanley
New York
$135M 1,106,860 +81,590 +8%
PCA
9
Personal Capital Advisors
California
$122M 996,421 +137,758 +16%
Wells Fargo
10
Wells Fargo
California
$120M 980,679 +69,158 +8%
UBS Group
11
UBS Group
Switzerland
$108M 885,147 +11,382 +1%
AssetMark Inc
12
AssetMark Inc
California
$99.3M 812,563 +199,447 +33%
KeyBank National Association
13
KeyBank National Association
Ohio
$65.5M 536,456 +32,982 +7%
VIM
14
VCU Investment Management
Virginia
$53.2M 435,571 -97,926 -18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$53.2M 435,532 +138,138 +46%
CPO
16
Cerity Partners OCIO
New York
$48M 393,141 -51,251 -12%
MAM
17
Meeder Asset Management
Ohio
$47.3M 387,102 +365,406 +1,684%
SMA
18
Simply Money Advisors
Ohio
$43.2M 353,687 -151,854 -30%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$40.1M 328,083 +25,178 +8%
TWM
20
Tanglewood Wealth Management
Texas
$37.9M 310,538 -21,815 -7%
FIM
21
Freedom Investment Management
Connecticut
$34.6M 283,295 -1,676,033 -86%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$31.2M 255,479 +1,346 +0.5%
JIR
23
James Investment Research
Ohio
$30.3M 247,741 +21,577 +10%
SB
24
Suntrust Banks
Georgia
$29.7M 242,849 +5,389 +2%
TC
25
Trilogy Capital
California
$26.3M 215,162 +215,162 New
1
2 3 4 5