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iShares 3-7 Year Treasury Bond ETF

187 hedge funds and large institutions have $3.09B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $820K

55% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 55

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $2.87B → $3.09B (+$219M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2.48% more ownership

Funds ownership: 64.6%67.08% (+2.5%)

1% more funds holding

Funds holding: 186187 (+1)

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
21
Increased
85
Reduced
55
Closed
18
Calls
$1.32M
Puts
$820K
Net Calls
+$496K
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
76
HM Payson & Co
Maine
$2.04M
KAH
77
Kathryn A. Hall
$1.98M +$395K +3,200 +25%
AP
78
Agilis Partners
Massachusetts
$1.97M
AA
79
Alesco Advisors
New York
$1.97M -$439K -3,550 -18%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M -$56.6K -458 -3%
SFG
81
SNS Financial Group
Minnesota
$1.86M -$49.5K -401 -3%
TAIM
82
TD Ameritrade Investment Management
Nebraska
$1.85M +$216K +1,745 +13%
M&T Bank
83
M&T Bank
New York
$1.81M +$1.35M +10,914 +295%
VCP
84
Vista Capital Partners
Oregon
$1.73M +$16.2K +131 +1%
Invesco
85
Invesco
Georgia
$1.73M
CCA
86
Checchi Capital Advisers
California
$1.63M +$162K +1,308 +11%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$1.58M +$895K +7,244 +132%
TCM
88
Twele Capital Management
Minnesota
$1.54M
CA
89
Cetera Advisors
Colorado
$1.43M +$597K +4,830 +72%
SS
90
Simplicity Solutions
Minnesota
$1.34M +$58.2K +471 +5%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$1.28M +$607K +4,915 +92%
PWM
92
Perigon Wealth Management
California
$1.26M +$1.26M +10,184 New
AIG
93
American International Group
New York
$1.26M -$551K -4,461 -30%
EB
94
Eastern Bank
Massachusetts
$1.07M +$155K +1,254 +17%
JP Morgan Chase
95
JP Morgan Chase
New York
$1.01M +$530K +4,290 +111%
CLOS
96
Compagnie Lombard Odier SCmA
Switzerland
$974K
AI
97
Atria Investments
North Carolina
$930K -$226K -1,826 -20%
IFA
98
Interactive Financial Advisors
Illinois
$909K -$81.8K -662 -8%
CB
99
Commerce Bank
Missouri
$877K -$3.58K -29 -0.4%
Truist Financial
100
Truist Financial
North Carolina
$874K +$39.9K +323 +5%

IEI Hedge Fund Activity: Q1 2015 in Review

187 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2015, worth a combined $3.09B — up 7.6% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IEI positions and 18 closed out — a net gain of 3 holders — while 85 added to existing stakes and 55 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $173M. The largest seller was Suntrust Banks, cutting an estimated $278M.

  • 187 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2015, up from 186 in Q4 2014.
  • Funds reported $3.09B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2015, up 7.6% quarter-over-quarter.
  • 21 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2015 and 18 closed out, a net change of +3 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2015 was Managed Account Advisors, an estimated $173M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2015 was Suntrust Banks, an estimated $278M sold.

Based on aggregated 13F filings for Q1 2015.