iShares 3-7 Year Treasury Bond ETF
309 hedge funds and large institutions have $6.04B invested in iShares 3-7 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 95 reducing their positions, and 32 closing their positions.
25% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 32
23% more call options, than puts
Call options by funds: $3.13M | Put options by funds: $2.55M
21% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 95
9% more capital invested
Capital invested by funds: $5.55B → $6.04B (+$492M)
8.1% more ownership
Funds ownership: 73.54% → 81.64% (+8.1%)
3% more funds holding
Funds holding: 301 → 309 (+8)
5% less funds holding in top 10
Funds holding in top 10: 21 → 20 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$256M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$220M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$67.6M |
| 4 |
PG
Proffitt & Goodson
Knoxville,
Tennessee
|
+$45.3M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$144M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$82.9M |
| 3 |
AssetMark Inc
Concord,
California
|
-$43.8M |
| 4 |
VIM
VCU Investment Management
Richmond,
Virginia
|
-$34.9M |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$16.6M |
IEI Hedge Fund Activity: Q3 2018 in Review
309 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q3 2018, worth a combined $6.04B — up 8.9% from $5.55B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IEI positions and 32 closed out — a net gain of 8 holders — while 115 added to existing stakes and 95 trimmed.
The largest buyer was Ameriprise, adding an estimated $256M. The largest seller was State Street, cutting an estimated $144M.
- 309 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q3 2018, up from 301 in Q2 2018.
- Funds reported $6.04B of iShares 3-7 Year Treasury Bond ETF stock for Q3 2018, up 8.9% quarter-over-quarter.
- 40 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q3 2018 and 32 closed out, a net change of +8 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q3 2018 was Ameriprise, an estimated $256M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q3 2018 was State Street, an estimated $144M sold.
Based on aggregated 13F filings for Q3 2018.