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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
ICOA
126
Investment Centers of America
North Dakota
$1.33M +$382K +3,084 +40%
PAG
127
Private Advisor Group
New Jersey
$1.33M -$44.4K -358 -3%
CB
128
Commerce Bank
Missouri
$1.32M -$62K -500 -4%
HIC
129
Holderness Investments Company
North Carolina
$1.27M -$105K -843 -8%
IA
130
IFP Advisors
Florida
$1.25M +$345K +2,781 +38%
BWM
131
Biltmore Wealth Management
Arizona
$1.23M -$15.6K -126 -1%
GG
132
GenWealth Group
New Jersey
$1.18M +$4.96K +40 +0.4%
BAM
133
Belpointe Asset Management
Nevada
$1.17M +$1.17M +9,473 New
SC
134
Scotia Capital
Ontario, Canada
$1.15M +$228K +1,835 +25%
VCP
135
Vista Capital Partners
Oregon
$1.14M -$19.2K -155 -2%
ECM
136
Exchange Capital Management
Michigan
$1.14M -$866K -6,988 -43%
IFA
137
Interactive Financial Advisors
Illinois
$1.14M -$37.9K -306 -3%
William Blair & Company
138
William Blair & Company
Illinois
$1.09M +$27.9K +225 +3%
BAC
139
Boys Arnold & Co
North Carolina
$1.05M -$350K -2,820 -25%
OC
140
Oarsman Capital
Wisconsin
$1.04M -$69.9K -564 -6%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$1.04M +$626K +5,050 +150%
LA
142
Lau Associates
Delaware
$1M
PAG
143
Pinnacle Advisory Group
Maryland
$966K +$90K +726 +10%
UBS AM
144
UBS AM
Illinois
$965K +$969K +7,814 New
FFBTD
145
First Financial Bank - Trust Division
Ohio
$949K -$30.3K -244 -3%
IIA
146
IPG Investment Advisors
California
$899K -$89.3K -720 -9%
SFM
147
Signet Financial Management
New Jersey
$827K +$44.8K +361 +6%
UCFA
148
United Capital Financial Advisors
Texas
$810K -$39.8M -321,156 -98%
CGI
149
CI Global Investments
California
$760K +$763K +6,151 New
AllianceBernstein
150
AllianceBernstein
Tennessee
$738K -$496 -4 -0.1%

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.