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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

459 hedge funds and large institutions have $8.61B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 151 increasing their positions, 143 reducing their positions, and 43 closing their positions.

Holders
459
Holders Change
+53
Holders Change %
+13.05%
% of All Funds
10.14%
Holding in Top 10
56
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+33.33%
% of All Funds
1.24%
New
106
Increased
151
Reduced
143
Closed
43
Calls
$14.6M
Puts
$62.5M
Net Calls
-$47.8M
Net Calls Change
-$54.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.12B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$558M
3
SCM
3
SCS Capital Management
Massachusetts
$243M
4
Truist Financial
4
Truist Financial
North Carolina
$184M
5
RWM
5
Ritholtz Wealth Management
New York
$134M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$441M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M
3
AA
3
Ancora Advisors
Ohio
$21.3M
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.79M
5
Stifel Financial
5
Stifel Financial
Missouri
$106M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.12B 15,918,319 +2,540,851 +19%
Financial Engines Advisors
2
Financial Engines Advisors
California
$558M 4,185,485 +2,143,434 +105%
Creative Planning
3
Creative Planning
Kansas
$523M 3,923,382 +157,587 +4%
Bank of America
4
Bank of America
North Carolina
$441M 3,307,567 -8,407,261 -72%
PCA
5
Personal Capital Advisors
California
$414M 3,091,224 +173,914 +6%
Morgan Stanley
6
Morgan Stanley
New York
$267M 2,002,307 +511,108 +34%
SCM
7
SCS Capital Management
Massachusetts
$243M 1,820,652 +1,820,652 New
Truist Financial
8
Truist Financial
North Carolina
$184M 1,382,155 +1,038,462 +302%
UBS Group
9
UBS Group
Switzerland
$176M 1,322,557 +19,054 +1%
MMI
10
Matson Money Inc
Ohio
$158M 1,181,073 -106,833 -8%
Ameriprise
11
Ameriprise
Minnesota
$141M 1,057,746 +382,369 +57%
Wells Fargo
12
Wells Fargo
California
$135M 1,009,474 +285,607 +39%
RWM
13
Ritholtz Wealth Management
New York
$134M 1,003,561 +1,000,917 +37,856%
TWM
14
Tanglewood Wealth Management
Texas
$124M 927,955 +104,333 +13%
Stifel Financial
15
Stifel Financial
Missouri
$106M 793,692 -194,329 -20%
JHCM
16
Juniper Hill Capital Management
California
$98.3M 790,272 – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$89.6M 672,003 +57,749 +9%
CPO
18
Cerity Partners OCIO
New York
$88.6M 664,329 -31,712 -5%
BlackRock
19
BlackRock
New York
$87M 652,655 +232,268 +55%
MG
20
Mather Group
Illinois
$82.1M 615,367 +14,706 +2%
LPL Financial
21
LPL Financial
California
$80.3M 602,262 +10,922 +2%
BPB
22
Badgley, Phelps & Bell
Washington
$63.9M 479,094 +208,391 +77%
Bank Julius Baer & Co
23
Bank Julius Baer & Co
Switzerland
$59.2M 446,328 +446,328 New
KeyBank National Association
24
KeyBank National Association
Ohio
$59.1M 443,408 +3,252 +0.7%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$58.9M 441,466 +430,434 +3,902%
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