iShares 3-7 Year Treasury Bond ETF
492 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 142 reducing their positions, and 53 closing their positions.
62% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 53
36% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 142
7% more funds holding
Funds holding: 461 → 492 (+31)
2% more capital invested
Capital invested by funds: $8.62B → $8.82B (+$206M)
0.72% less ownership
Funds ownership: 76.51% → 75.79% (-0.72%)
11% less funds holding in top 10
Funds holding in top 10: 56 → 50 (-6)
81% less call options, than puts
Call options by funds: $28.4M | Put options by funds: $151M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$285M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$114M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$107M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$88.2M |
| 5 |
AssetMark Inc
Concord,
California
|
+$71.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$499M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
-$128M |
| 3 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
-$124M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$66.8M |
| 5 |
Morgan Stanley
New York
|
-$49.5M |
IEI Hedge Fund Activity: Q2 2020 in Review
492 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2020, worth a combined $8.82B — up 2.4% from $8.62B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new IEI positions and 53 closed out — a net gain of 33 holders — while 193 added to existing stakes and 142 trimmed.
The largest buyer was SCS Capital Management, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $499M.
- 492 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2020, up from 461 in Q1 2020.
- Funds reported $8.82B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2020, up 2.4% quarter-over-quarter.
- 86 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2020 and 53 closed out, a net change of +33 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2020 was SCS Capital Management, an estimated $285M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2020 was JP Morgan Chase, an estimated $499M sold.
Based on aggregated 13F filings for Q2 2020.