iShares 3-7 Year Treasury Bond ETF
668 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 227 reducing their positions, and 76 closing their positions.
12% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 76
11% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 227
4% more capital invested
Capital invested by funds: $10.3B → $10.7B (+$380M)
0.21% more ownership
Funds ownership: 76.14% → 76.35% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 42 → 42 (0)
0% less funds holding
Funds holding: 669 → 668 (-1)
92% less call options, than puts
Call options by funds: $16.3M | Put options by funds: $207M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$292M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$271M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$59.9M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$41.6M |
| 5 |
AssetMark Inc
Concord,
California
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$66.3M |
| 2 |
Jane Street
New York
|
-$47.6M |
| 3 |
Morgan Stanley
New York
|
-$41.1M |
| 4 |
TC
Teilinger Capital
Houston,
Texas
|
-$27.5M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$26.3M |
IEI Hedge Fund Activity: Q2 2024 in Review
668 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2024, worth a combined $10.7B — up 3.7% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new IEI positions and 76 closed out — a net gain of 9 holders — while 253 added to existing stakes and 227 trimmed.
The largest buyer was Charles Schwab, adding an estimated $292M. The largest seller was Cerity Partners, cutting an estimated $66.3M.
- 668 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2024, down from 669 in Q1 2024.
- Funds reported $10.7B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
- 85 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2024 and 76 closed out, a net change of +9 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $292M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2024 was Cerity Partners, an estimated $66.3M sold.
Based on aggregated 13F filings for Q2 2024.