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iShares 3-7 Year Treasury Bond ETF
IEI

510 hedge funds and large institutions have $8.82B invested in iShares 3-7 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 48

8% more funds holding

Funds holding: 474 → 510 (+36)

1.87% more ownership

Funds ownership: 75.95% → 77.81% (+1.9%)

9% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 168

3% more capital invested

Capital invested by funds: $8.59B → $8.82B (+$234M)

6% less funds holding in top 10

Funds holding in top 10: 49 → 46 (-3)

71% less call options, than puts

Call options by funds: $44.8M | Put options by funds: $155M

Holders
510
Holders Change
+36
Holders Change %
+7.59%
% of All Funds
9.02%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.81%
New
93
Increased
183
Reduced
168
Closed
48
Calls
$44.8M
Puts
$155M
Net Calls
-$110M
Net Calls Change
+$13.1M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$463M
2
EVM
Eaton Vance Management
Massachusetts
+$72M
3
Jane Street
Jane Street
New York
+$61M
4
PCA
Personal Capital Advisors
California
+$28.6M
5
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$21.6M

Top Sellers

1
JHCM
Juniper Hill Capital Management
California
-$128M
2
SCM
SCS Capital Management
Massachusetts
-$96.7M
3
FIM
Freedom Investment Management
Connecticut
-$94.3M
4
PWAG
Polaris Wealth Advisory Group
California
-$55.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$44.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.58B +$463M +3,484,229 +42%
Financial Engines Advisors
2
Financial Engines Advisors
California
$722M +$8.47M +63,728 +1%
Creative Planning
3
Creative Planning
Kansas
$597M -$3.34M -25,118 -0.6%
SCM
4
SCS Capital Management
Massachusetts
$502M -$96.7M -727,061 -16%
PCA
5
Personal Capital Advisors
California
$486M +$28.6M +215,456 +6%
Bank of America
6
Bank of America
North Carolina
$416M +$3.21M +24,147 +0.8%
Ameriprise
7
Ameriprise
Minnesota
$246M -$19.2M -144,500 -7%
Morgan Stanley
8
Morgan Stanley
New York
$241M +$17.2M +129,197 +8%
UBS Group
9
UBS Group
Switzerland
$203M -$8.74M -65,720 -4%
Wells Fargo
10
Wells Fargo
California
$190M -$21.9M -164,426 -10%
LPL Financial
11
LPL Financial
California
$162M +$20M +150,607 +14%
MMI
12
Matson Money Inc
Ohio
$141M +$2.53M +18,993 +2%
MG
13
Mather Group
Illinois
$126M +$21.4M +160,608 +20%
CPO
14
Cerity Partners OCIO
New York
$124M +$12.9M +96,923 +12%
Stifel Financial
15
Stifel Financial
Missouri
$112M -$2.25M -16,940 -2%
Truist Financial
16
Truist Financial
North Carolina
$98.3M +$3.39M +25,479 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$92.1M +$2M +15,061 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$87.7M -$12.6M -94,629 -13%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$87M +$15.8M +118,949 +22%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$81.8M +$8.79M +66,148 +12%
SFG
21
SNS Financial Group
Minnesota
$75.4M +$6.54M +49,180 +9%
EVM
22
Eaton Vance Management
Massachusetts
$72M +$72M +541,740 New
BlackRock
23
BlackRock
New York
$66.1M +$7.64M +57,479 +13%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$64.8M +$9.92M +74,584 +18%
KeyBank National Association
25
KeyBank National Association
Ohio
$61.1M +$491K +3,691 +0.8%
1
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IEI Hedge Fund Activity: Q4 2020 in Review

510 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2020, worth a combined $8.82B — up 2.7% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new IEI positions and 48 closed out — a net gain of 45 holders — while 183 added to existing stakes and 168 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $463M. The largest seller was Juniper Hill Capital Management, cutting an estimated $128M.

  • 510 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2020, up from 474 in Q3 2020.
  • Funds reported $8.82B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2020, up 2.7% quarter-over-quarter.
  • 93 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2020 and 48 closed out, a net change of +45 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $463M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2020 was Juniper Hill Capital Management, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2020.