iShares 3-7 Year Treasury Bond ETF
406 hedge funds and large institutions have $7.48B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 136 increasing their positions, 140 reducing their positions, and 39 closing their positions.
108% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 39
54% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $12.1M
10% more funds holding
Funds holding: 369 → 406 (+37)
0% more funds holding in top 10
Funds holding in top 10: 42 → 42 (0)
3% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 140
3% less capital invested
Capital invested by funds: $7.71B → $7.48B (-$230M)
12.35% less ownership
Funds ownership: 89.39% → 77.04% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$294M |
| 2 |
MMI
Matson Money Inc
Mason,
Ohio
|
+$163M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$58.1M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$43.1M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$333M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$317M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$99.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$20.1M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$16.1M |
IEI Hedge Fund Activity: Q4 2019 in Review
406 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2019, worth a combined $7.48B — down 3% from $7.71B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new IEI positions and 39 closed out — a net gain of 42 holders — while 136 added to existing stakes and 140 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $294M. The largest seller was Financial Engines Advisors, cutting an estimated $333M.
- 406 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2019, up from 369 in Q3 2019.
- Funds reported $7.48B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2019, down 3% quarter-over-quarter.
- 81 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2019 and 39 closed out, a net change of +42 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $294M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2019 was Financial Engines Advisors, an estimated $333M sold.
Based on aggregated 13F filings for Q4 2019.