iShares 3-7 Year Treasury Bond ETF
540 hedge funds and large institutions have $10.1B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 191 increasing their positions, 202 reducing their positions, and 75 closing their positions.
37% more call options, than puts
Call options by funds: $156M | Put options by funds: $114M
0% more funds holding in top 10
Funds holding in top 10: 56 → 56 (0)
1% less capital invested
Capital invested by funds: $10.2B → $10.1B (-$54.4M)
5% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 202
2% less funds holding
Funds holding: 551 → 540 (-11)
4.54% less ownership
Funds ownership: 91.04% → 86.5% (-4.5%)
11% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$176M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$154M |
| 3 |
JP Morgan Chase
New York
|
+$143M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$111M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$213M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$212M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$165M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$138M |
| 5 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$71.7M |
IEI Hedge Fund Activity: Q3 2022 in Review
540 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q3 2022, worth a combined $10.1B — down 0.53% from $10.2B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of IEI and 67 opened new positions — a net loss of 8 holders — while 202 trimmed existing stakes and 191 added.
The largest buyer was Envestnet Asset Management, adding an estimated $176M. The largest seller was Goldman Sachs, cutting an estimated $213M.
- 540 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q3 2022, down from 551 in Q2 2022.
- Funds reported $10.1B of iShares 3-7 Year Treasury Bond ETF stock for Q3 2022, down 0.53% quarter-over-quarter.
- 67 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q3 2022 and 75 closed out, a net change of -8 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $176M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q3 2022 was Goldman Sachs, an estimated $213M sold.
Based on aggregated 13F filings for Q3 2022.