We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF

371 hedge funds and large institutions have $5.72B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 38

21% more funds holding in top 10

Funds holding in top 10: 3441 (+7)

11% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 126

10% more capital invested

Capital invested by funds: $5.19B → $5.72B (+$528M)

2.59% more ownership

Funds ownership: 70.6%73.18% (+2.6%)

1% more funds holding

Funds holding: 366371 (+5)

22% less call options, than puts

Call options by funds: $5.58M | Put options by funds: $7.19M

Holders
371
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
8.06%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.89%
New
51
Increased
140
Reduced
126
Closed
38
Calls
$5.58M
Puts
$7.19M
Net Calls
-$1.61M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.5B +$19.6M +158,345 +1%
Creative Planning
2
Creative Planning
Kansas
$362M +$260M +2,104,651 +272%
PCA
3
Personal Capital Advisors
California
$306M +$30.9M +250,235 +11%
Financial Engines Advisors
4
Financial Engines Advisors
California
$252M +$177K +1,432 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$174M +$5.21M +42,096 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$156M +$112K +907 +0.1%
KP
7
Keel Point
Alabama
$140M +$2.07M +16,743 +2%
UBS Group
8
UBS Group
Switzerland
$139M +$10.7M +86,513 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$121M +$17.7M +142,987 +17%
Stifel Financial
10
Stifel Financial
Missouri
$120M +$26.5M +214,428 +29%
FIM
11
Freedom Investment Management
Connecticut
$117M +$102M +822,080 +755%
Wells Fargo
12
Wells Fargo
California
$91.7M -$5.91M -47,755 -6%
MG
13
Mather Group
Illinois
$75.1M +$4.21M +34,055 +6%
CPO
14
Cerity Partners OCIO
New York
$74.5M -$17.9M -144,750 -20%
TWM
15
Tanglewood Wealth Management
Texas
$72.1M +$56.1M +453,712 +379%
Ameriprise
16
Ameriprise
Minnesota
$70.5M +$1.83M +14,835 +3%
BlackRock
17
BlackRock
New York
$69.9M +$30.9M +249,513 +81%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$69.7M -$7.97M -64,462 -10%
CSIA
19
Charles Schwab Investment Advisory
California
$68.7M -$2.29M -18,530 -3%
EB
20
Eastern Bank
Massachusetts
$58.8M +$41.4M +335,040 +253%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$54.7M -$12.6M -102,021 -19%
KeyBank National Association
22
KeyBank National Association
Ohio
$54.3M -$13.1M -105,793 -20%
AA
23
Ancora Advisors
Ohio
$52.8M -$2.97M -24,040 -5%
LPL Financial
24
LPL Financial
California
$51.6M -$1.65M -13,358 -3%
MLM
25
Mount Lucas Management
Pennsylvania
$45.4M -$9.28M -75,072 -17%

IEI Hedge Fund Activity: Q2 2019 in Review

371 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2019, worth a combined $5.72B — up 10% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IEI positions and 38 closed out — a net gain of 13 holders — while 140 added to existing stakes and 126 trimmed.

The largest buyer was Creative Planning, adding an estimated $260M. The largest seller was SCS Capital Management, exiting entirely with an estimated $121M sold.

  • 371 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2019, up from 366 in Q1 2019.
  • Funds reported $5.72B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2019, up 10% quarter-over-quarter.
  • 51 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2019 and 38 closed out, a net change of +13 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2019 was Creative Planning, an estimated $260M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2019 was SCS Capital Management, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2019.