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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
AIP
51
ARS Investment Partners
New York
$8.75M +$51.1K +412 +0.6%
Goldman Sachs
52
Goldman Sachs
New York
$7.16M -$385K -3,105 -5%
VC
53
Vicus Capital
Pennsylvania
$6.88M +$388K +3,128 +6%
FEG
54
Fund Evaluation Group
Ohio
$6.53M -$388K -3,132 -6%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$6.52M +$291K +2,350 +5%
LOAMS
56
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.52M +$384K +3,095 +6%
RBCM
57
Raub Brock Capital Management
California
$6.3M +$75K +605 +1%
BSWMG
58
Barrington Strategic Wealth Management Group
Illinois
$6.13M +$698K +5,633 +13%
M&T Bank
59
M&T Bank
New York
$6.1M -$365K -2,941 -6%
SCM
60
SCS Capital Management
Massachusetts
$6.03M -$13.8M -111,454 -70%
SGI
61
Swan Global Investments
Colorado
$6M -$130K -1,047 -2%
IA
62
IndexIQ Advisors
New York
$5.55M -$63.8M -514,742 -92%
TAT
63
TD Ameritrade Trust
Colorado
$5.54M -$2.43M -19,616 -30%
GFPC
64
Global Financial Private Capital
Florida
$5.5M +$190K +1,535 +4%
DADC
65
D.A. Davidson & Co
Montana
$5.24M +$947K +7,635 +22%
MIH
66
Madison Investment Holdings
Wisconsin
$5.07M -$10.5M -84,748 -67%
WT
67
Whittier Trust
California
$5.02M +$857K +6,912 +20%
VFA
68
Voya Financial Advisors
Connecticut
$4.97M -$40.2K -324 -0.8%
MML Investors Services
69
MML Investors Services
Massachusetts
$4.84M -$236K -1,905 -5%
CIC
70
Carnegie Investment Counsel
Ohio
$4.68M +$425K +3,427 +10%
DRS
71
Deane Retirement Strategies
Louisiana
$4.59M +$4.13M +33,296 +856%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$4.51M +$4.52M +36,479 New
MIFH
73
Migdal Insurance & Financial Holdings
Israel
$4.5M +$4.52M +36,435 New
BOTW
74
Bank of the West
California
$4.42M -$144K -1,160 -3%
BHB
75
Bank Hapoalim BM
Israel
$4.42M

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.