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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
AIP
176
Ameritas Investment Partners
Nebraska
$481K -$6.82K -55 -1%
PWM
177
Perigon Wealth Management
California
$471K -$2.11M -17,003 -82%
FNT
178
First National Trust
Pennsylvania
$463K +$465K +3,750 New
FAAS
179
First Allied Advisory Services
California
$462K -$277K -2,237 -37%
KIM
180
Karpus Investment Management
New York
$457K
CCMG
181
Clark Capital Management Group
Pennsylvania
$431K +$431K +3,475 New
CIA
182
Capital Investment Advisors
Georgia
$430K
WA
183
Winfield Associates
Ohio
$429K +$49.6K +400 +13%
ACP
184
Aveo Capital Partners
Colorado
$424K +$3.35K +27 +0.8%
BS
185
Banco Santander
Spain
$410K
AW
186
ACG Wealth
Georgia
$399K -$246K -1,981 -38%
PBO
187
Peoples Bank (Ohio)
Ohio
$389K +$27.9K +225 +8%
EWM
188
Evercore Wealth Management
New York
$387K +$26K +210 +7%
ASN
189
Advisory Services Network
Georgia
$387K +$355K +2,860 +1,040%
RJT
190
Raymond James Trust
Florida
$377K -$53.7K -433 -12%
EWM
191
Empirical Wealth Management
Washington
$366K -$38.3K -309 -9%
CWM
192
Cornerstone Wealth Management
Missouri
$351K -$181K -1,459 -34%
ECAM
193
East Coast Asset Management
Massachusetts
$333K
VWM
194
Venturi Wealth Management
Texas
$322K
AIA
195
Allegis Investment Advisors
Idaho
$319K -$141K -1,135 -31%
Invesco
196
Invesco
Georgia
$318K -$65.8K -531 -17%
KF
197
Krilogy Financial
Missouri
$317K +$39.6K +319 +14%
NAM
198
NTV Asset Management
West Virginia
$315K
RW
199
Rand Wealth
Maryland
$313K
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$298K -$3.35K -27 -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.