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iShares 3-7 Year Treasury Bond ETF

275 hedge funds and large institutions have $5.81B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $4.63B → $5.81B (+$1.19B)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

7.55% more ownership

Funds ownership: 61.47%69.02% (+7.5%)

1% more funds holding

Funds holding: 271275 (+4)

6% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $1.75M

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

10% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 106

Holders
275
Holders Change
+4
Holders Change %
+1.48%
% of All Funds
6.86%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
29
Increased
95
Reduced
106
Closed
24
Calls
$1.64M
Puts
$1.75M
Net Calls
-$111K
Net Calls Change
+$843K
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
26
James Investment Research
Ohio
$27.9M -$11.3M -90,874 -29%
Jane Street
27
Jane Street
New York
$25.2M +$23.7M +190,987 +1,510%
RVPG
28
Relative Value Partners Group
$21.5M +$4.85M +39,151 +29%
BCI
29
Brinker Capital Investments
Pennsylvania
$20.6M +$3.72M +30,000 +22%
HNB
30
Huntington National Bank
Ohio
$19.5M
HI
31
Horizon Investments
North Carolina
$18.2M +$18.3M +147,194 New
VAM
32
Visionary Asset Management
Texas
$16.6M -$4.19M -33,761 -20%
CCFCSB
33
Cape Cod Five Cents Savings Bank
Massachusetts
$16M +$2.77M +22,355 +21%
LPL Financial
34
LPL Financial
California
$15.7M +$407K +3,279 +3%
WF
35
WealthTrust Fairport
Ohio
$15.5M +$320K +2,579 +2%
MNA
36
Manning & Napier Advisors
New York
$15.4M
BSB
37
Bangor Savings Bank
Maine
$15M +$397K +3,204 +3%
SAS
38
Sage Advisory Services
Texas
$14.6M +$14.7M +118,628 New
EB
39
Eastern Bank
Massachusetts
$14.2M -$478K -3,857 -3%
US Bancorp
40
US Bancorp
Minnesota
$14.2M +$1.24M +10,025 +10%
AI
41
Atria Investments
North Carolina
$13.7M +$497K +4,006 +4%
BPB
42
Badgley, Phelps & Bell
Washington
$13.3M +$186K +1,499 +1%
BlackRock
43
BlackRock
New York
$12.3M +$10.8M +87,351 +739%
PAMU
44
Pictet Asset Management (UK)
United Kingdom
$11.4M +$11.4M +92,115 New
RJA
45
Raymond James & Associates
Florida
$11.2M -$1.72M -13,891 -13%
RFC
46
Regions Financial Corp
Alabama
$9.73M -$149K -1,199 -1%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$9.72M -$134K -1,080 -1%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.36M +$3.1M +24,963 +49%
WCM
49
Wealthcare Capital Management
Virginia
$9.22M -$681K -5,493 -7%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$8.76M -$16.9M -136,260 -66%

IEI Hedge Fund Activity: Q3 2017 in Review

275 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q3 2017, worth a combined $5.81B — up 26% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IEI positions and 24 closed out — a net gain of 5 holders — while 95 added to existing stakes and 106 trimmed.

The largest buyer was Bank of America, adding an estimated $1.15B. The largest seller was Caprin Asset Management, cutting an estimated $218M.

  • 275 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q3 2017, up from 271 in Q2 2017.
  • Funds reported $5.81B of iShares 3-7 Year Treasury Bond ETF stock for Q3 2017, up 26% quarter-over-quarter.
  • 29 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q3 2017 and 24 closed out, a net change of +5 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q3 2017 was Bank of America, an estimated $1.15B added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q3 2017 was Caprin Asset Management, an estimated $218M sold.

Based on aggregated 13F filings for Q3 2017.