iShares 3-7 Year Treasury Bond ETF
256 hedge funds and large institutions have $3.72B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 39 closing their positions.
3% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 39
2% less funds holding
Funds holding: 260 → 256 (-4)
6.38% less ownership
Funds ownership: 70.06% → 63.68% (-6.4%)
11% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 97
18% less capital invested
Capital invested by funds: $4.54B → $3.72B (-$822M)
32% less funds holding in top 10
Funds holding in top 10: 25 → 17 (-8)
92% less call options, than puts
Call options by funds: $1.56M | Put options by funds: $19.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$51.7M |
| 2 |
T
Thomaspartners
Boston,
Massachusetts
|
+$43.4M |
| 3 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$43.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$28.1M |
| 5 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$396M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$229M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$208M |
| 4 |
CC
Cedar Capital
Barrington,
Illinois
|
-$40.1M |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
-$31.6M |
IEI Hedge Fund Activity: Q4 2016 in Review
256 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2016, worth a combined $3.72B — down 18% from $4.54B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IEI positions and 39 closed out — a net gain of 1 holder — while 86 added to existing stakes and 97 trimmed.
The largest buyer was Fidelity International, adding an estimated $51.7M. The largest seller was Bank of America, cutting an estimated $396M.
- 256 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2016, down from 260 in Q3 2016.
- Funds reported $3.72B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2016, down 18% quarter-over-quarter.
- 40 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2016 and 39 closed out, a net change of +1 holder.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2016 was Fidelity International, an estimated $51.7M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2016 was Bank of America, an estimated $396M sold.
Based on aggregated 13F filings for Q4 2016.