iShares 3-7 Year Treasury Bond ETF
474 hedge funds and large institutions have $8.59B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 211 increasing their positions, 149 reducing their positions, and 60 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 149
0.15% more ownership
Funds ownership: 75.79% → 75.95% (+0.15%)
3% less capital invested
Capital invested by funds: $8.82B → $8.59B (-$230M)
2% less funds holding in top 10
Funds holding in top 10: 50 → 49 (-1)
4% less funds holding
Funds holding: 492 → 474 (-18)
23% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 60
72% less call options, than puts
Call options by funds: $48.9M | Put options by funds: $172M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$72.6M |
| 2 |
JHCM
Juniper Hill Capital Management
Menlo Park,
California
|
+$55M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$44.7M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$43.5M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$510M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$62.2M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$42.1M |
| 4 |
Jane Street
New York
|
-$38.9M |
| 5 |
AssetMark Inc
Concord,
California
|
-$38M |
IEI Hedge Fund Activity: Q3 2020 in Review
474 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q3 2020, worth a combined $8.59B — down 2.6% from $8.82B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of IEI and 46 opened new positions — a net loss of 14 holders — while 149 trimmed existing stakes and 211 added.
The largest buyer was SCS Capital Management, adding an estimated $72.6M. The largest seller was JP Morgan Chase, cutting an estimated $510M.
- 474 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q3 2020, down from 492 in Q2 2020.
- Funds reported $8.59B of iShares 3-7 Year Treasury Bond ETF stock for Q3 2020, down 2.6% quarter-over-quarter.
- 46 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q3 2020 and 60 closed out, a net change of -14 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q3 2020 was SCS Capital Management, an estimated $72.6M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q3 2020 was JP Morgan Chase, an estimated $510M sold.
Based on aggregated 13F filings for Q3 2020.