iShares 3-7 Year Treasury Bond ETF
301 hedge funds and large institutions have $5.55B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 92 increasing their positions, 108 reducing their positions, and 32 closing their positions.
56% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 32
6% more funds holding
Funds holding: 285 → 301 (+16)
3% more capital invested
Capital invested by funds: $5.41B → $5.55B (+$143M)
1% more call options, than puts
Call options by funds: $1.95M | Put options by funds: $1.92M
0.53% less ownership
Funds ownership: 74.06% → 73.54% (-0.53%)
5% less funds holding in top 10
Funds holding in top 10: 22 → 21 (-1)
15% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$191M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$116M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$87.5M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$39M |
| 5 |
AssetMark Inc
Concord,
California
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$148M |
| 2 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$55.7M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$39.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$36.4M |
| 5 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
-$27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
326
Vigilant Capital Management
Portland,
Maine
| – | -$10K | -82 | Closed |
|
|
APP
327
Avantax Planning Partners
Dubuque,
Iowa
| – | -$9K | -72 | Closed |
|
|
WDL
328
Well Done LLC
Holland,
Michigan
| – | -$6K | -52 | Closed |
|
|
WCM
329
Whitener Capital Management
Rocky Mount,
North Carolina
| – | -$5K | -48 | Closed |
|
|
RFA
330
Reilly Financial Advisors
La Mesa,
California
| – | -$4K | -37 | Closed |
|
|
PMFA
331
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$4K | -30 | Closed |
|
|
FCAS
332
First Command Advisory Services
Fort Worth,
Texas
| – | -$1K | -14 | Closed |
|
|
FCFS
333
First Command Financial Services
Fort Worth,
Texas
| – | -$1K | -14 | Closed |
|
|
CAL
334
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$1K | -8 | Closed |
|
335
Simplex Trading
Chicago,
Illinois
| – | +$239 | +2 | New |
|
IEI Hedge Fund Activity: Q2 2018 in Review
301 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2018, worth a combined $5.55B — up 2.6% from $5.41B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new IEI positions and 32 closed out — a net gain of 18 holders — while 92 added to existing stakes and 108 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $191M. The largest seller was Valmark Advisers, cutting an estimated $148M.
- 301 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2018, up from 285 in Q1 2018.
- Funds reported $5.55B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2018, up 2.6% quarter-over-quarter.
- 50 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2018 and 32 closed out, a net change of +18 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2018 was Freedom Investment Management, an estimated $191M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2018 was Valmark Advisers, an estimated $148M sold.
Based on aggregated 13F filings for Q2 2018.