iShares 3-7 Year Treasury Bond ETF
344 hedge funds and large institutions have $6.62B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 43 closing their positions.
88% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 43
81% more call options, than puts
Call options by funds: $2.83M | Put options by funds: $1.57M
60% more funds holding in top 10
Funds holding in top 10: 20 → 32 (+12)
11% more funds holding
Funds holding: 309 → 344 (+35)
11% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 101
9% more capital invested
Capital invested by funds: $6.04B → $6.62B (+$573M)
0.56% more ownership
Funds ownership: 81.64% → 82.19% (+0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$201M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$125M |
| 3 |
KP
Keel Point
Huntsville,
Alabama
|
+$120M |
| 4 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$98M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$95.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$200M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$163M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$90.2M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$41.3M |
| 5 |
KPAG
KLS Professional Advisors Group
New York
|
-$32.3M |
IEI Hedge Fund Activity: Q4 2018 in Review
344 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2018, worth a combined $6.62B — up 9.5% from $6.04B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new IEI positions and 43 closed out — a net gain of 38 holders — while 112 added to existing stakes and 101 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $201M. The largest seller was Freedom Investment Management, cutting an estimated $200M.
- 344 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2018, up from 309 in Q3 2018.
- Funds reported $6.62B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2018, up 9.5% quarter-over-quarter.
- 81 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2018 and 43 closed out, a net change of +38 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $201M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2018 was Freedom Investment Management, an estimated $200M sold.
Based on aggregated 13F filings for Q4 2018.