iShares 3-7 Year Treasury Bond ETF
371 hedge funds and large institutions have $5.72B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 38 closing their positions.
34% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 38
21% more funds holding in top 10
Funds holding in top 10: 34 → 41 (+7)
11% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 126
10% more capital invested
Capital invested by funds: $5.19B → $5.72B (+$528M)
2.59% more ownership
Funds ownership: 70.6% → 73.18% (+2.6%)
1% more funds holding
Funds holding: 366 → 371 (+5)
22% less call options, than puts
Call options by funds: $5.58M | Put options by funds: $7.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$260M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$102M |
| 3 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$56.1M |
| 4 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$41.4M |
| 5 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$121M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
-$49.5M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$20.7M |
| 4 |
RC
Randolph Company
Cincinnati,
Ohio
|
-$18.1M |
| 5 |
CPO
Cerity Partners OCIO
New York
|
-$17.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
401
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$17K | -137 | Closed |
|
402
Bessemer Group
Woodbridge,
New Jersey
| – | -$10K | -79 | Closed |
|
|
EI
403
Ellevest Inc
New York
| – | -$9K | -72 | Closed |
|
|
OWD
404
Osborn Williams & Donohoe
Cincinnati,
Ohio
| – | -$9K | -70 | Closed |
|
|
CFA
405
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$6K | -52 | Closed |
|
|
BMM
406
Buffington Mohr McNeal
Boise,
Idaho
| – | -$5K | -39 | Closed |
|
|
PGWM
407
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$3K | -28 | Closed |
|
|
TWA
408
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -24 | Closed |
|
|
KL
409
KWMG LLC
Overland Park,
Kansas
| – | -$2K | -19 | Closed |
|
|
RFM
410
Royal Fund Management
Lady Lake,
Florida
| – | +$495 | +4 | New |
|
IEI Hedge Fund Activity: Q2 2019 in Review
371 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2019, worth a combined $5.72B — up 10% from $5.19B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IEI positions and 38 closed out — a net gain of 13 holders — while 140 added to existing stakes and 126 trimmed.
The largest buyer was Creative Planning, adding an estimated $260M. The largest seller was SCS Capital Management, exiting entirely with an estimated $121M sold.
- 371 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2019, up from 366 in Q1 2019.
- Funds reported $5.72B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2019, up 10% quarter-over-quarter.
- 51 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2019 and 38 closed out, a net change of +13 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2019 was Creative Planning, an estimated $260M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2019 was SCS Capital Management, an estimated $121M sold.
Based on aggregated 13F filings for Q2 2019.