We are live on ! Find out more
IEI icon

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
BEC
101
Blue Edge Capital
Virginia
$2.38M -$9.55K -77 -0.4%
LG
102
Leuthold Group
Minnesota
$2.36M +$1.4M +11,313 +145%
Wolverine Trading
103
Wolverine Trading
Illinois
$2.35M -$4.1M -33,083 -63%
SI
104
SII Investments
Wisconsin
$2.3M +$1.98M +15,960 +600%
BAS
105
Brown Advisory Securities
Maryland
$2.28M +$697K +5,620 +44%
RVM
106
Robinson Value Management
Texas
$2.04M +$74.3K +599 +4%
CG
107
Colony Group
Massachusetts
$2.02M -$244K -1,967 -11%
BB
108
Bell Bank
North Dakota
$2.01M
CCA
109
Checchi Capital Advisers
California
$1.99M +$74.3K +599 +4%
FPS
110
Fieldpoint Private Securities
Connecticut
$1.94M +$1.95M +15,689 New
KP
111
Keel Point
Alabama
$1.84M +$996K +8,033 +117%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$1.82M +$122K +983 +7%
IFS
113
Ifrah Financial Services
Arkansas
$1.77M -$496 -4 -0%
CLOS
114
Compagnie Lombard Odier SCmA
Switzerland
$1.77M -$248K -2,000 -12%
LFG
115
LifePlan Financial Group
Ohio
$1.76M +$126K +1,014 +8%
BTS
116
BB&T Securities
Virginia
$1.75M +$1.08M +8,749 +161%
FA
117
FDx Advisors
Illinois
$1.69M -$868K -7,000 -34%
Franklin Resources
118
Franklin Resources
California
$1.69M -$302K -2,433 -15%
HS
119
HighVista Strategies
Massachusetts
$1.67M -$12.4K -100 -0.7%
GEM
120
Global Endowment Management
North Carolina
$1.67M
State Street
121
State Street
Massachusetts
$1.6M
BCM
122
Brookstone Capital Management
Illinois
$1.55M -$121K -977 -7%
PCM
123
Peak Capital Management
Colorado
$1.48M +$1.48M +11,946 New
AAP
124
Arax Advisory Partners
Colorado
$1.36M -$90.8K -732 -6%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$1.36M -$116K -933 -8%

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.