iShares 3-7 Year Treasury Bond ETF
261 hedge funds and large institutions have $3.93B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 103 reducing their positions, and 30 closing their positions.
33% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 30
6% more capital invested
Capital invested by funds: $3.72B → $3.93B (+$219M)
2% more funds holding
Funds holding: 256 → 261 (+5)
1.83% less ownership
Funds ownership: 63.68% → 61.85% (-1.8%)
18% less funds holding in top 10
Funds holding in top 10: 17 → 14 (-3)
18% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 103
76% less call options, than puts
Call options by funds: $307K | Put options by funds: $1.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$151M |
| 2 |
T
Thomaspartners
Boston,
Massachusetts
|
+$47.9M |
| 3 |
AssetMark Inc
Concord,
California
|
+$35.3M |
| 4 |
CA
Cambridge Associates
Boston,
Massachusetts
|
+$32.7M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$76.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$14.1M |
| 4 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$13M |
| 5 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$10.5M |
IEI Hedge Fund Activity: Q1 2017 in Review
261 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2017, worth a combined $3.93B — up 5.9% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IEI positions and 30 closed out — a net gain of 10 holders — while 84 added to existing stakes and 103 trimmed.
The largest buyer was Ameriprise, adding an estimated $151M. The largest seller was UBS Group, cutting an estimated $76.8M.
- 261 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2017, up from 256 in Q4 2016.
- Funds reported $3.93B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2017, up 5.9% quarter-over-quarter.
- 40 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2017 and 30 closed out, a net change of +10 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2017 was Ameriprise, an estimated $151M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2017 was UBS Group, an estimated $76.8M sold.
Based on aggregated 13F filings for Q1 2017.