iShares 3-7 Year Treasury Bond ETF
293 hedge funds and large institutions have $5.07B invested in iShares 3-7 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 79 reducing their positions, and 37 closing their positions.
961% more call options, than puts
Call options by funds: $9.34M | Put options by funds: $880K
54% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 37
42% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 79
7% more funds holding
Funds holding: 275 → 293 (+18)
3.98% less ownership
Funds ownership: 69.02% → 65.04% (-4%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
13% less capital invested
Capital invested by funds: $5.81B → $5.07B (-$739M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$92.9M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$58.2M |
| 3 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
+$44.9M |
| 4 |
AssetMark Inc
Concord,
California
|
+$24.5M |
| 5 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Alleghany Corporation
New York
|
-$480M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$206M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$86.7M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$30.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.3M |
IEI Hedge Fund Activity: Q4 2017 in Review
293 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2017, worth a combined $5.07B — down 13% from $5.81B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IEI positions and 37 closed out — a net gain of 20 holders — while 112 added to existing stakes and 79 trimmed.
The largest buyer was Bank of America, adding an estimated $92.9M. The largest seller was Alleghany Corporation, exiting entirely with an estimated $480M sold.
- 293 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2017, up from 275 in Q3 2017.
- Funds reported $5.07B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2017, down 13% quarter-over-quarter.
- 57 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2017 and 37 closed out, a net change of +20 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2017 was Bank of America, an estimated $92.9M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2017 was Alleghany Corporation, an estimated $480M sold.
Based on aggregated 13F filings for Q4 2017.