iShares 3-7 Year Treasury Bond ETF
460 hedge funds and large institutions have $8.61B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 150 increasing their positions, 142 reducing their positions, and 43 closing their positions.
151% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 43
31% more funds holding in top 10
Funds holding in top 10: 42 → 55 (+13)
15% more capital invested
Capital invested by funds: $7.48B → $8.61B (+$1.14B)
13% more funds holding
Funds holding: 406 → 460 (+54)
6% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 142
0.53% less ownership
Funds ownership: 77.04% → 76.51% (-0.53%)
77% less call options, than puts
Call options by funds: $14.6M | Put options by funds: $62.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$327M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$276M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$235M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$134M |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.08B |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$51.4M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$33.5M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$32.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$25M |
IEI Hedge Fund Activity: Q1 2020 in Review
460 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2020, worth a combined $8.61B — up 15% from $7.48B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new IEI positions and 43 closed out — a net gain of 65 holders — while 150 added to existing stakes and 142 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $327M. The largest seller was Bank of America, cutting an estimated $1.08B.
- 460 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2020, up from 406 in Q4 2019.
- Funds reported $8.61B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2020, up 15% quarter-over-quarter.
- 108 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2020 and 43 closed out, a net change of +65 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $327M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2020 was Bank of America, an estimated $1.08B sold.
Based on aggregated 13F filings for Q1 2020.