We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF

275 hedge funds and large institutions have $5.81B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $4.63B → $5.81B (+$1.19B)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

7.55% more ownership

Funds ownership: 61.47%69.02% (+7.5%)

1% more funds holding

Funds holding: 271275 (+4)

6% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $1.75M

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

10% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 106

Holders
275
Holders Change
+4
Holders Change %
+1.48%
% of All Funds
6.86%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
29
Increased
95
Reduced
106
Closed
24
Calls
$1.64M
Puts
$1.75M
Net Calls
-$111K
Net Calls Change
+$843K
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.98K +24 New
DSN
277
D. Scott Neal
Kentucky
$2K -$1.24M -10,031 -100%
OIA
278
OneDigital Investment Advisors
Kansas
$1K +$620 +5 New
T
279
Thomaspartners
Massachusetts
-$140M -1,131,365 Closed
SMM
280
Stadion Money Management
Georgia
-$6.37M -51,511 Closed
MIAN
281
Mariner Independent Advisor Network
Kansas
-$2.86M -23,124 Closed
WCM
282
Weatherstone Capital Management
Colorado
-$2.1M -17,002 Closed
BFG
283
Beacon Financial Group
Texas
-$743K -6,001 Closed
PAS
284
Park Avenue Securities
New York
-$635K -5,294 Closed
AFP
285
Ausdal Financial Partners
Iowa
-$584K -4,728 Closed
LWM
286
Lyons Wealth Management
Florida
-$398K -3,232 Closed
SS
287
Simplicity Solutions
Minnesota
-$378K -3,057 Closed
CAM
288
Concorde Asset Management
Michigan
-$325K -2,627 Closed
CWM
289
Concert Wealth Management
California
-$295K -2,389 Closed
SFA
290
Sequoia Financial Advisors
Ohio
-$261K -2,111 Closed
KLC
291
Knowledge Leaders Capital
Colorado
-$251K -2,030 Closed
KWM
292
Kingsview Wealth Management
Oregon
-$207K -1,678 Closed
AWE
293
Avidian Wealth Enterprises
Texas
-$205K -1,663 Closed
SG Americas Securities
294
SG Americas Securities
New York
-$149K -1,209 Closed
PFBT
295
Parkside Financial Bank & Trust
Missouri
-$69K -562 Closed
WEC
296
Winslow Evans & Crocker
Massachusetts
-$15.7K -127 Closed
EFSCE
297
Enterprise Financial Services Corp (EFSC)
Missouri
-$14K -112 Closed
CDIA
298
Capital Directions Investment Advisors
Georgia
-$11K -85 Closed
SIM
299
Sonora Investment Management
Arizona
-$10K -81 Closed
SSB
300
Sandy Spring Bank
Maryland
-$7K -60 Closed

IEI Hedge Fund Activity: Q3 2017 in Review

275 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q3 2017, worth a combined $5.81B — up 26% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IEI positions and 24 closed out — a net gain of 5 holders — while 95 added to existing stakes and 106 trimmed.

The largest buyer was Bank of America, adding an estimated $1.15B. The largest seller was Caprin Asset Management, cutting an estimated $218M.

  • 275 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q3 2017, up from 271 in Q2 2017.
  • Funds reported $5.81B of iShares 3-7 Year Treasury Bond ETF stock for Q3 2017, up 26% quarter-over-quarter.
  • 29 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q3 2017 and 24 closed out, a net change of +5 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q3 2017 was Bank of America, an estimated $1.15B added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q3 2017 was Caprin Asset Management, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2017.