iShares 3-7 Year Treasury Bond ETF
257 hedge funds and large institutions have $4.28B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 33 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 89
3% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 33
0% more funds holding
Funds holding: 257 → 257 (0)
4% less capital invested
Capital invested by funds: $4.46B → $4.28B (-$174M)
2% less ownership
Funds ownership: 71.69% → 69.68% (-2%)
12% less funds holding in top 10
Funds holding in top 10: 26 → 23 (-3)
87% less call options, than puts
Call options by funds: $968K | Put options by funds: $7.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$239M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$52M |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
+$42.4M |
| 4 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
+$41M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$291M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$144M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$60.1M |
| 4 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$45.9M |
| 5 |
SG Americas Securities
New York
|
-$35.4M |
IEI Hedge Fund Activity: Q2 2016 in Review
257 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2016, worth a combined $4.28B — down 3.9% from $4.46B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IEI positions and 33 closed out — a net gain of 1 holder — while 97 added to existing stakes and 89 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $239M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $291M sold.
- 257 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $4.28B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2016, down 3.9% quarter-over-quarter.
- 34 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2016 and 33 closed out, a net change of +1 holder.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2016 was Freedom Investment Management, an estimated $239M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2016 was Windhaven Investment Management, an estimated $291M sold.
Based on aggregated 13F filings for Q2 2016.