IEI icon

iShares 3-7 Year Treasury Bond ETF

285 hedge funds and large institutions have $5.41B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 89 reducing their positions, and 46 closing their positions.

Holders
285
Holders Change
-8
Holders Change %
-2.73%
% of All Funds
6.54%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.5%
New
40
Increased
111
Reduced
89
Closed
46
Calls
$1.82M
Puts
$1.42M
Net Calls
+$399K
Net Calls Change
-$8.06M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.2B 18,246,521 +1,242,714 +7%
Ameriprise
2
Ameriprise
Minnesota
$402M 3,331,748 +524,260 +19%
Stifel Financial
3
Stifel Financial
Missouri
$226M 1,871,462 +208,865 +13%
EFS
4
Edelman Financial Services
Virginia
$225M 1,861,717 +37,971 +2%
State Street
5
State Street
Massachusetts
$204M 1,687,676 +1,673,525 +11,826%
Fidelity International
6
Fidelity International
Bermuda
$156M 1,291,115 +77,412 +6%
VA
7
Valmark Advisers
Ohio
$150M 1,245,165 +51,974 +4%
PCA
8
Personal Capital Advisors
California
$142M 1,177,754 +181,333 +18%
Morgan Stanley
9
Morgan Stanley
New York
$141M 1,172,513 +65,653 +6%
UBS Group
10
UBS Group
Switzerland
$108M 891,229 +6,082 +0.7%
Wells Fargo
11
Wells Fargo
California
$94.4M 782,258 -198,421 -20%
CPO
12
Cerity Partners OCIO
New York
$85M 704,144 +311,003 +79%
AssetMark Inc
13
AssetMark Inc
California
$74.1M 614,421 -198,142 -24%
KeyBank National Association
14
KeyBank National Association
Ohio
$65.7M 544,890 +8,434 +2%
RIM
15
Redwood Investment Management
Arizona
$55.7M 461,453 +461,453 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$51.5M 429,011 -6,521 -1%
VIM
17
VCU Investment Management
Virginia
$44.7M 370,908 -64,663 -15%
TC
18
Trilogy Capital
California
$40.3M 334,514 +119,352 +55%
TWM
19
Tanglewood Wealth Management
Texas
$40.2M 333,068 +22,530 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$39.6M 328,643 +560 +0.2%
SMM
21
Stadion Money Management
Georgia
$39.2M 324,926 +324,926 New
KPAG
22
KLS Professional Advisors Group
New York
$33.2M 275,081 +275,081 New
JIR
23
James Investment Research
Ohio
$31M 256,855 +9,114 +4%
FIM
24
Freedom Investment Management
Connecticut
$30.7M 254,196 -29,099 -10%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$30.4M 251,905 -3,574 -1%