iShares 3-7 Year Treasury Bond ETF
489 hedge funds and large institutions have $59.3B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 174 reducing their positions, and 57 closing their positions.
866% more call options, than puts
Call options by funds: $90.8M | Put options by funds: $9.41M
545% more capital invested
Capital invested by funds: $9.19B → $59.3B (+$50.1B)
7% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 174
0.41% more ownership
Funds ownership: 80.75% → 81.17% (+0.41%)
4% less funds holding
Funds holding: 509 → 489 (-20)
6% less funds holding in top 10
Funds holding in top 10: 47 → 44 (-3)
19% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$285M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$54.6M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$38.3M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$34.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$32.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$615M |
| 2 |
Citigroup
New York
|
-$84.9M |
| 3 |
JHCM
Juniper Hill Capital Management
Menlo Park,
California
|
-$53.2M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$46.7M |
| 5 |
Barclays
London,
United Kingdom
|
-$45.6M |
IEI Hedge Fund Activity: Q2 2021 in Review
489 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2021, worth a combined $59.3B — up 545% from $9.19B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of IEI and 46 opened new positions — a net loss of 11 holders — while 174 trimmed existing stakes and 187 added.
The largest buyer was AssetMark Inc, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $615M.
- 489 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2021, down from 509 in Q1 2021.
- Funds reported $59.3B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2021, up 545% quarter-over-quarter.
- 46 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2021 and 57 closed out, a net change of -11 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2021 was AssetMark Inc, an estimated $285M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2021 was JP Morgan Chase, an estimated $615M sold.
Based on aggregated 13F filings for Q2 2021.