iShares 3-7 Year Treasury Bond ETF
664 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 209 increasing their positions, 236 reducing their positions, and 66 closing their positions.
123% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 66
65% more call options, than puts
Call options by funds: $85M | Put options by funds: $51.5M
12% more funds holding
Funds holding: 594 → 664 (+70)
4% more funds holding in top 10
Funds holding in top 10: 45 → 47 (+2)
4.06% less ownership
Funds ownership: 86.21% → 82.15% (-4.1%)
7% less capital invested
Capital invested by funds: $11.6B → $10.7B (-$859M)
11% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 236
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$156M |
| 2 |
Cerity Partners
New York
|
+$110M |
| 3 |
MW
Marks Wealth
Annapolis,
Maryland
|
+$35.3M |
| 4 |
JFG
Jefferies Financial Group
New York
|
+$33.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.5M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$879M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$141M |
| 3 |
Jane Street
New York
|
-$105M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$102M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$88.9M |
IEI Hedge Fund Activity: Q4 2023 in Review
664 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2023, worth a combined $10.7B — down 7.4% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new IEI positions and 66 closed out — a net gain of 81 holders — while 209 added to existing stakes and 236 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $156M. The largest seller was JP Morgan Chase, cutting an estimated $879M.
- 664 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2023, up from 594 in Q3 2023.
- Funds reported $10.7B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2023, down 7.4% quarter-over-quarter.
- 147 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2023 and 66 closed out, a net change of +81 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $156M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $879M sold.
Based on aggregated 13F filings for Q4 2023.