iShares 3-7 Year Treasury Bond ETF
366 hedge funds and large institutions have $5.19B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 43 closing their positions.
58% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 43
6% more funds holding
Funds holding: 344 → 366 (+22)
6% more funds holding in top 10
Funds holding in top 10: 32 → 34 (+2)
11.6% less ownership
Funds ownership: 82.19% → 70.6% (-12%)
14% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 134
22% less capital invested
Capital invested by funds: $6.62B → $5.19B (-$1.42B)
49% less call options, than puts
Call options by funds: $3.61M | Put options by funds: $7.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$151M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$120M |
| 3 |
JP Morgan Chase
New York
|
+$96.6M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$93.6M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$38.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$922M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$471M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$190M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$182M |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
-$127M |
IEI Hedge Fund Activity: Q1 2019 in Review
366 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2019, worth a combined $5.19B — down 22% from $6.62B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IEI positions and 43 closed out — a net gain of 25 holders — while 115 added to existing stakes and 134 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $151M. The largest seller was Bank of America, cutting an estimated $922M.
- 366 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2019, up from 344 in Q4 2018.
- Funds reported $5.19B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2019, down 22% quarter-over-quarter.
- 68 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2019 and 43 closed out, a net change of +25 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2019 was Fidelity Investments, an estimated $151M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2019 was Bank of America, an estimated $922M sold.
Based on aggregated 13F filings for Q1 2019.