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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

371 hedge funds and large institutions have $5.72B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 38 closing their positions.

Holders
371
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
8.07%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.89%
New
51
Increased
140
Reduced
126
Closed
38
Calls
$5.58M
Puts
$7.19M
Net Calls
-$1.61M
Net Calls Change
+$1.82M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$362M
2
FIM
2
Freedom Investment Management
Connecticut
$117M
3
TWM
3
Tanglewood Wealth Management
Texas
$72.1M
4
EB
4
Eastern Bank
Massachusetts
$58.8M
5
SFG
5
SNS Financial Group
Minnesota
$40.4M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
LJAC
2
L.J. Altfest & Co
New York
$6.24M
3
SAS
3
Sage Advisory Services
Texas
$0
4
CPO
4
Cerity Partners OCIO
New York
$74.5M
5
RC
5
Randolph Company
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.5B 11,904,128 +158,345 +1%
Creative Planning
2
Creative Planning
Kansas
$362M 2,877,571 +2,104,651 +272%
PCA
3
Personal Capital Advisors
California
$306M 2,433,666 +250,235 +11%
Financial Engines Advisors
4
Financial Engines Advisors
California
$252M 2,000,697 +1,432 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$174M 1,380,190 +42,096 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$156M 1,238,684 +907 +0.1%
KP
7
Keel Point
Alabama
$140M 1,112,386 +16,743 +2%
UBS Group
8
UBS Group
Switzerland
$139M 1,109,127 +86,513 +8%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$121M 961,749 +142,987 +17%
Stifel Financial
10
Stifel Financial
Missouri
$120M 957,766 +214,428 +29%
FIM
11
Freedom Investment Management
Connecticut
$117M 930,953 +822,080 +755%
Wells Fargo
12
Wells Fargo
California
$91.7M 729,103 -47,755 -6%
MG
13
Mather Group
Illinois
$75.1M 596,854 +34,055 +6%
CPO
14
Cerity Partners OCIO
New York
$74.5M 592,780 -144,750 -20%
TWM
15
Tanglewood Wealth Management
Texas
$72.1M 573,389 +453,712 +379%
Ameriprise
16
Ameriprise
Minnesota
$70.5M 560,724 +14,835 +3%
BlackRock
17
BlackRock
New York
$69.9M 555,846 +249,513 +81%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$69.7M 554,225 -64,462 -10%
CSIA
19
Charles Schwab Investment Advisory
California
$68.7M 546,448 -18,530 -3%
EB
20
Eastern Bank
Massachusetts
$58.8M 467,462 +335,040 +253%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$54.7M 434,690 -102,021 -19%
KeyBank National Association
22
KeyBank National Association
Ohio
$54.3M 431,743 -105,793 -20%
AA
23
Ancora Advisors
Ohio
$52.8M 419,940 -24,040 -5%
LPL Financial
24
LPL Financial
California
$51.6M 410,012 -13,358 -3%
MLM
25
Mount Lucas Management
Pennsylvania
$45.4M 361,263 -75,072 -17%
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