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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
PAM
201
Peak Asset Management
Colorado
$286K
DJSG
202
D.J. St. Germain
Massachusetts
$280K +$281K +2,270 New
I
203
IberiaBank
Louisiana
$258K +$259K +2,091 New
CT
204
Coastline Trust
Rhode Island
$257K
SIM
205
Sadoff Investment Management
Wisconsin
$252K
CS
206
Credit Suisse
Switzerland
$251K +$252K +2,035 New
RA
207
RFG Advisory
Alabama
$247K +$248K +2,000 New
WI
208
Wintrust Investments
Illinois
$244K
TFO
209
Tarbox Family Office
California
$238K +$992 +8 +0.4%
AWM
210
AE Wealth Management
Kansas
$237K -$4.46K -36 -2%
CAM
211
Caprin Asset Management
Virginia
$236K -$218M -1,761,015 -100%
DWT
212
Dorsey & Whitney Trust
South Dakota
$233K
HSBC Holdings
213
HSBC Holdings
United Kingdom
$233K
JFGLC
214
Johnson Financial Group LLC (Colorado)
Colorado
$232K
CIBC World Market
215
CIBC World Market
Ontario, Canada
$231K -$449K -3,624 -66%
HighTower Advisors
216
HighTower Advisors
Illinois
$225K -$43.4K -350 -16%
HPWM
217
Highland Private Wealth Management
Washington
$224K -$27.3K -220 -11%
EDRH
218
Edmond de Rothschild Holding
Switzerland
$221K -$261K -2,102 -54%
SRSA
219
S.R. Schill & Associates
Washington
$219K
Comerica Bank
220
Comerica Bank
Texas
$218K -$115K -926 -34%
GLA
221
Good Life Advisors
Pennsylvania
$213K +$9.42K +76 +5%
BFPW
222
BOK Financial Private Wealth
Colorado
$212K -$85.6K -690 -29%
SCI
223
Stableford Capital II
Arizona
$209K -$58.9K -475 -22%
TAIM
224
TD Ameritrade Investment Management
Nebraska
$206K +$1.36K +11 +0.7%
Creative Planning
225
Creative Planning
Kansas
$203K +$74K +597 +57%

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.