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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
SCA
76
Snowden Capital Advisors
New York
$4.42M +$384K +3,095 +9%
SFG
77
StrategIQ Financial Group
Indiana
$4.42M +$431K +3,476 +11%
PA
78
Parkside Advisors
California
$4.22M +$139K +1,125 +3%
1832 Asset Management
79
1832 Asset Management
Ontario, Canada
$3.98M -$324K -2,616 -7%
FFS
80
Founders Financial Securities
Maryland
$3.86M +$826K +6,662 +27%
RCAG
81
Rehmann Capital Advisory Group
Michigan
$3.79M +$113K +914 +3%
CA
82
Cetera Advisors
Colorado
$3.75M +$467K +3,768 +14%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$3.72M +$305K +2,457 +9%
ECM
84
ETrade Capital Management
Virginia
$3.4M +$237K +1,910 +7%
AA
85
Alesco Advisors
New York
$3.21M -$121K -975 -4%
SYBT
86
Stock Yards Bank & Trust
Kentucky
$3.19M -$372K -3,000 -10%
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$3.12M -$2.23M -17,971 -42%
WIC
88
Whitegate Investment Counselors
New Hampshire
$3.11M +$201K +1,618 +7%
CS
89
Comerica Securities
Michigan
$2.98M -$38.8K -313 -1%
TFA
90
Transamerica Financial Advisors
Florida
$2.98M -$385K -3,103 -11%
TIM
91
Tortoise Investment Management
New York
$2.92M +$483K +3,893 +20%
MLM
92
Mount Lucas Management
Pennsylvania
$2.83M +$2.38M +19,158 +513%
AG
93
Advisor Group
Arizona
$2.78M -$885K -7,136 -24%
ACM
94
AUA Capital Management
Pennsylvania
$2.69M -$60.1K -485 -2%
MAM
95
Meeder Asset Management
Ohio
$2.68M -$13.5M -109,004 -83%
AIG
96
American International Group
New York
$2.67M
Truist Financial
97
Truist Financial
North Carolina
$2.56M -$135K -1,085 -5%
SFS
98
Sowell Financial Services
Arkansas
$2.54M -$360K -2,904 -12%
RWM
99
RKL Wealth Management
Pennsylvania
$2.47M +$174K +1,404 +8%
JP Morgan Chase
100
JP Morgan Chase
New York
$2.46M -$9.59M -77,375 -80%

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.