IEI icon

iShares 3-7 Year Treasury Bond ETF

406 hedge funds and large institutions have $7.48B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 136 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
406
Holders Change
+37
Holders Change %
+10.03%
% of All Funds
8.02%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
81
Increased
136
Reduced
140
Closed
39
Calls
$18.7M
Puts
$12.1M
Net Calls
+$6.59M
Net Calls Change
+$8.87M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.68B 13,377,468 +2,326,595 +21%
Bank of America
2
Bank of America
North Carolina
$1.47B 11,714,828 -159,461 -1%
Creative Planning
3
Creative Planning
Kansas
$474M 3,765,795 +460,435 +14%
PCA
4
Personal Capital Advisors
California
$367M 2,917,310 +287,598 +11%
Financial Engines Advisors
5
Financial Engines Advisors
California
$257M 2,042,051 -2,633,399 -56%
Morgan Stanley
6
Morgan Stanley
New York
$188M 1,491,199 -124,844 -8%
UBS Group
7
UBS Group
Switzerland
$164M 1,303,503 -68,443 -5%
MMI
8
Matson Money Inc
Ohio
$162M 1,287,906 +1,287,906 New
Stifel Financial
9
Stifel Financial
Missouri
$124M 988,021 +11,364 +1%
TWM
10
Tanglewood Wealth Management
Texas
$104M 823,622 -44,468 -5%
JHCM
11
Juniper Hill Capital Management
California
$99.4M 790,272 +790,272 New
Wells Fargo
12
Wells Fargo
California
$91M 723,867 -39,086 -5%
CPO
13
Cerity Partners OCIO
New York
$88.7M 696,041 +83,515 +14%
Ameriprise
14
Ameriprise
Minnesota
$85M 675,377 +58,413 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$77.2M 614,254 -2,513,357 -80%
MG
16
Mather Group
Illinois
$75.5M 600,661 -1,046 -0.2%
LPL Financial
17
LPL Financial
California
$74.4M 591,340 +126,009 +27%
CSIA
18
Charles Schwab Investment Advisory
California
$66.2M 526,831 +1,551 +0.3%
EB
19
Eastern Bank
Massachusetts
$65.9M 524,296 +2,639 +0.5%
KeyBank National Association
20
KeyBank National Association
Ohio
$55.4M 440,156 +5,956 +1%
KP
21
Keel Point
Alabama
$54M 429,491 -31,324 -7%
BlackRock
22
BlackRock
New York
$52.9M 420,387 -109,257 -21%
AA
23
Ancora Advisors
Ohio
$52.8M 419,530 -410 -0.1%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.4M 408,940 -18,035 -4%
SFG
25
SNS Financial Group
Minnesota
$44.8M 356,146 +27,027 +8%