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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
CA
151
Commerzbank Aktiengesellschaft
Germany
$729K +$24.8K +200 +4%
Betterment LLC
152
Betterment LLC
New York
$729K +$166K +1,340 +29%
SPC
153
Sigma Planning Corp
Michigan
$720K -$124 -1 -0%
LA
154
Leonetti & Associates
Illinois
$693K -$22.8K -184 -3%
BUB
155
BBVA USA Bancshares
Texas
$686K +$277K +2,231 +67%
VF
156
Virtu Financial
New York
$660K +$663K +5,345 New
Citigroup
157
Citigroup
New York
$653K +$381K +3,075 +139%
SF
158
Synovus Financial
Georgia
$645K +$622K +5,013 +2,422%
PFA
159
Pure Financial Advisors
California
$641K
NFA
160
Nuveen Fund Advisors
Illinois
$624K -$37.8K -305 -6%
CHAM
161
Clear Harbor Asset Management
Connecticut
$622K +$32.7K +264 +6%
IH
162
IFC Holdings
Florida
$619K +$312K +2,516 +102%
FWIA
163
Fort Washington Investment Advisors
Ohio
$618K -$359K -2,898 -37%
MA
164
MUFG Americas
New York
$589K
HH
165
Hilltop Holdings
Texas
$584K +$166K +1,339 +40%
CC
166
Cedar Capital
Illinois
$565K -$31.6M -254,724 -98%
CAN
167
Cetera Advisor Networks
California
$538K +$992 +8 +0.2%
IWM
168
IHT Wealth Management
Illinois
$535K -$21.1K -170 -4%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$530K +$76.7K +619 +17%
WTC
170
WhitTier Trust Company
Nevada
$527K +$210K +1,694 +66%
AIM
171
Acropolis Investment Management
Missouri
$526K -$65.1K -525 -11%
TCM
172
Twele Capital Management
Minnesota
$526K +$9.92K +80 +2%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$504K +$29K +234 +6%
WP
174
WealthSource Partners
California
$501K -$7.07K -57 -1%
SWP
175
Stratos Wealth Partners
Ohio
$485K -$287K -2,311 -37%

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.