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iShares 3-7 Year Treasury Bond ETF

271 hedge funds and large institutions have $4.63B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

14% more capital invested

Capital invested by funds: $4.07B → $4.63B (+$555M)

4% more funds holding

Funds holding: 261271 (+10)

10% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 92

0.38% less ownership

Funds ownership: 61.85%61.47% (-0.38%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $954K

Holders
271
Holders Change
+10
Holders Change %
+3.83%
% of All Funds
6.76%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.5%
New
33
Increased
101
Reduced
92
Closed
21
Calls
Puts
$954K
Net Calls
-$954K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$857M -$270M -2,182,368 -24%
Ameriprise
2
Ameriprise
Minnesota
$556M +$378M +3,053,839 +211%
FIM
3
Freedom Investment Management
Connecticut
$263M +$221M +1,782,934 +514%
EFS
4
Edelman Financial Services
Virginia
$199M +$7.83M +63,246 +4%
Fidelity International
5
Fidelity International
Bermuda
$183M -$5.87M -47,429 -3%
Stifel Financial
6
Stifel Financial
Missouri
$143M +$22.8M +184,276 +19%
VA
7
Valmark Advisers
Ohio
$141M +$389K +3,146 +0.3%
T
8
Thomaspartners
Massachusetts
$140M +$33.4M +270,220 +31%
SAC
9
Smith Affiliated Capital
New York
$139M
Morgan Stanley
10
Morgan Stanley
New York
$117M +$7.22M +58,343 +7%
Wells Fargo
11
Wells Fargo
California
$110M -$69.2M -559,336 -39%
UBS Group
12
UBS Group
Switzerland
$105M +$6.68M +54,013 +7%
CA
13
Cambridge Associates
Massachusetts
$97.4M -$2.06M -16,666 -2%
PCA
14
Personal Capital Advisors
California
$93.2M +$15.1M +121,871 +19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$93M +$37.2M +300,883 +67%
CSIA
16
Charles Schwab Investment Advisory
California
$86M +$525K +4,241 +0.6%
VIM
17
VCU Investment Management
Virginia
$81.1M +$12.7M +102,420 +19%
IA
18
IndexIQ Advisors
New York
$69.2M +$66.1M +534,360 +2,109%
KeyBank National Association
19
KeyBank National Association
Ohio
$62.7M -$287K -2,318 -0.5%
SMA
20
Simply Money Advisors
Ohio
$62M -$145K -1,175 -0.2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$45.1M -$1.5M -12,150 -3%
CPO
22
Cerity Partners OCIO
New York
$43.1M +$3.73M +30,130 +9%
CAM
23
Caprin Asset Management
Virginia
$42.2M +$218M +1,762,317 +291,292%
AssetMark Inc
24
AssetMark Inc
California
$41.5M +$3.23M +26,059 +8%
TWM
25
Tanglewood Wealth Management
Texas
$41.3M +$6.46M +52,185 +18%

IEI Hedge Fund Activity: Q2 2017 in Review

271 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2017, worth a combined $4.63B — up 14% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IEI positions and 21 closed out — a net gain of 12 holders — while 101 added to existing stakes and 92 trimmed.

The largest buyer was Ameriprise, adding an estimated $378M. The largest seller was Bank of America, cutting an estimated $270M.

  • 271 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2017, up from 261 in Q1 2017.
  • Funds reported $4.63B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 33 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2017 and 21 closed out, a net change of +12 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $378M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2017 was Bank of America, an estimated $270M sold.

Based on aggregated 13F filings for Q2 2017.