IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

366 hedge funds and large institutions have $5.19B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 43 closing their positions.

Holders
366
Holders Change
+22
Holders Change %
+6.4%
% of All Funds
7.93%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.74%
New
68
Increased
115
Reduced
134
Closed
43
Calls
$3.61M
Puts
$7.04M
Net Calls
-$3.43M
Net Calls Change
-$4.69M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$152M
2
SCM
2
SCS Capital Management
Massachusetts
$121M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$101M
4
Creative Planning
4
Creative Planning
Kansas
$95.2M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$246M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.45B
2
Ameriprise
2
Ameriprise
Minnesota
$67.1M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$91.5M
5
RWM
5
Ritholtz Wealth Management
New York
$894K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.45B 11,745,783 -7,576,648 -39%
PCA
2
Personal Capital Advisors
California
$269M 2,183,431 +165,078 +8%
Financial Engines Advisors
3
Financial Engines Advisors
California
$246M 1,999,265 +315,942 +19%
Morgan Stanley
4
Morgan Stanley
New York
$165M 1,338,094 -115,250 -8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M 1,237,777 +1,236,884 +138,509%
KP
6
Keel Point
Alabama
$135M 1,095,643 +61,665 +6%
UBS Group
7
UBS Group
Switzerland
$126M 1,022,614 -22,649 -2%
SCM
8
SCS Capital Management
Massachusetts
$121M 985,792 +985,792 New
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$101M 818,762 +793,108 +3,092%
Wells Fargo
10
Wells Fargo
California
$95.7M 776,858 -247,799 -24%
Creative Planning
11
Creative Planning
Kansas
$95.2M 772,920 +768,557 +17,615%
Stifel Financial
12
Stifel Financial
Missouri
$91.5M 743,338 -1,492,902 -67%
CPO
13
Cerity Partners OCIO
New York
$90.9M 737,530 -18,597 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$76.2M 618,687 -191,096 -24%
CSIA
15
Charles Schwab Investment Advisory
California
$69.6M 564,978 -61,225 -10%
MG
16
Mather Group
Illinois
$69.3M 562,799 -351,290 -38%
Ameriprise
17
Ameriprise
Minnesota
$67.1M 545,889 -3,865,309 -88%
KeyBank National Association
18
KeyBank National Association
Ohio
$66.2M 537,536 -43,269 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$66.1M 536,711 -269,709 -33%
LJAC
20
L.J. Altfest & Co
New York
$55.5M 450,137 -128,042 -22%
AA
21
Ancora Advisors
Ohio
$54.7M 443,980 +189,631 +75%
MLM
22
Mount Lucas Management
Pennsylvania
$53.8M 436,335 -385,107 -47%
LPL Financial
23
LPL Financial
California
$52.2M 423,370 +69,975 +20%
SB
24
Suntrust Banks
Georgia
$39.8M 322,768 -17,833 -5%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$37.8M 306,605 -62,015 -17%
1
2 3 4 5