iShares 3-7 Year Treasury Bond ETF
510 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 48 closing their positions.
94% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 48
8% more funds holding
Funds holding: 474 → 510 (+36)
1.87% more ownership
Funds ownership: 75.95% → 77.81% (+1.9%)
9% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 168
3% more capital invested
Capital invested by funds: $8.59B → $8.82B (+$234M)
6% less funds holding in top 10
Funds holding in top 10: 49 → 46 (-3)
71% less call options, than puts
Call options by funds: $44.8M | Put options by funds: $155M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$463M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$72M |
| 3 |
Jane Street
New York
|
+$61M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$28.6M |
| 5 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHCM
Juniper Hill Capital Management
Menlo Park,
California
|
-$128M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$96.7M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$94.3M |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$55.2M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$44.7M |
IEI Hedge Fund Activity: Q4 2020 in Review
510 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2020, worth a combined $8.82B — up 2.7% from $8.59B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new IEI positions and 48 closed out — a net gain of 45 holders — while 183 added to existing stakes and 168 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $463M. The largest seller was Juniper Hill Capital Management, cutting an estimated $128M.
- 510 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2020, up from 474 in Q3 2020.
- Funds reported $8.82B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2020, up 2.7% quarter-over-quarter.
- 93 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2020 and 48 closed out, a net change of +45 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $463M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2020 was Juniper Hill Capital Management, an estimated $128M sold.
Based on aggregated 13F filings for Q4 2020.