iShares 3-7 Year Treasury Bond ETF
369 hedge funds and large institutions have $7.71B invested in iShares 3-7 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 120 reducing their positions, and 42 closing their positions.
35% more capital invested
Capital invested by funds: $5.72B → $7.71B (+$1.99B)
18% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 120
16.2% more ownership
Funds ownership: 73.18% → 89.39% (+16%)
2% more funds holding in top 10
Funds holding in top 10: 41 → 42 (+1)
2% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 42
1% less funds holding
Funds holding: 371 → 369 (-2)
72% less call options, than puts
Call options by funds: $900K | Put options by funds: $3.18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.27B |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$338M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$325M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$54.1M |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$156M |
| 2 |
KP
Keel Point
Huntsville,
Alabama
|
-$82.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.8M |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
-$15.2M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$14.8M |
IEI Hedge Fund Activity: Q3 2019 in Review
369 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q3 2019, worth a combined $7.71B — up 35% from $5.72B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IEI positions and 42 closed out — a net gain of 1 holder — while 141 added to existing stakes and 120 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.27B. The largest seller was Fidelity Investments, cutting an estimated $156M.
- 369 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q3 2019, down from 371 in Q2 2019.
- Funds reported $7.71B of iShares 3-7 Year Treasury Bond ETF stock for Q3 2019, up 35% quarter-over-quarter.
- 43 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q3 2019 and 42 closed out, a net change of +1 holder.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $1.27B added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q3 2019 was Fidelity Investments, an estimated $156M sold.
Based on aggregated 13F filings for Q3 2019.