iShares 3-7 Year Treasury Bond ETF
285 hedge funds and large institutions have $5.41B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 111 increasing their positions, 89 reducing their positions, and 46 closing their positions.
38% more funds holding in top 10
Funds holding in top 10: 16 → 22 (+6)
28% more call options, than puts
Call options by funds: $1.82M | Put options by funds: $1.42M
25% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 89
9.03% more ownership
Funds ownership: 65.04% → 74.06% (+9%)
7% more capital invested
Capital invested by funds: $5.07B → $5.41B (+$333M)
3% less funds holding
Funds holding: 293 → 285 (-8)
13% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$202M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$150M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$63.2M |
| 4 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$55.6M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$147M |
| 2 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
-$45.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$23.9M |
| 4 |
AssetMark Inc
Concord,
California
|
-$23.9M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$19.1M |
IEI Hedge Fund Activity: Q1 2018 in Review
285 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2018, worth a combined $5.41B — up 6.6% from $5.07B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of IEI and 40 opened new positions — a net loss of 6 holders — while 89 trimmed existing stakes and 111 added.
The largest buyer was State Street, adding an estimated $202M. The largest seller was Cambridge Associates, exiting entirely with an estimated $147M sold.
- 285 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2018, down from 293 in Q4 2017.
- Funds reported $5.41B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2018, up 6.6% quarter-over-quarter.
- 40 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2018 and 46 closed out, a net change of -6 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2018 was State Street, an estimated $202M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2018 was Cambridge Associates, an estimated $147M sold.
Based on aggregated 13F filings for Q1 2018.