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iShares 3-7 Year Treasury Bond ETF

509 hedge funds and large institutions have $9.19B invested in iShares 3-7 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 185 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.94% more ownership

Funds ownership: 77.81%80.75% (+2.9%)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

4% more capital invested

Capital invested by funds: $8.82B → $9.19B (+$369M)

3% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 68

0% less funds holding

Funds holding: 510509 (-1)

2% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 185

80% less call options, than puts

Call options by funds: $24.9M | Put options by funds: $127M

Holders
509
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
8.94%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.83%
New
70
Increased
181
Reduced
185
Closed
68
Calls
$24.9M
Puts
$127M
Net Calls
-$102M
Net Calls Change
+$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.82B +$280M +2,127,922 +18%
Financial Engines Advisors
2
Financial Engines Advisors
California
$673M -$33.1M -251,446 -5%
PCA
3
Personal Capital Advisors
California
$536M +$62.2M +472,813 +13%
SCM
4
SCS Capital Management
Massachusetts
$527M +$37.3M +283,820 +8%
Creative Planning
5
Creative Planning
Kansas
$527M -$57M -433,409 -10%
Bank of America
6
Bank of America
North Carolina
$390M -$16M -121,830 -4%
Morgan Stanley
7
Morgan Stanley
New York
$232M -$3.29M -24,984 -1%
Wells Fargo
8
Wells Fargo
California
$222M +$36.9M +280,821 +20%
Ameriprise
9
Ameriprise
Minnesota
$222M -$19M -144,227 -8%
LPL Financial
10
LPL Financial
California
$173M +$14.4M +109,271 +9%
MMI
11
Matson Money Inc
Ohio
$159M +$21.7M +164,834 +16%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$153M +$68.1M +517,442 +78%
UBS Group
13
UBS Group
Switzerland
$147M -$51M -387,780 -25%
MG
14
Mather Group
Illinois
$139M +$15.6M +118,382 +12%
CPO
15
Cerity Partners OCIO
New York
$132M +$10.9M +82,931 +9%
BlackRock
16
BlackRock
New York
$113M +$49.2M +374,176 +75%
Stifel Financial
17
Stifel Financial
Missouri
$107M -$2.64M -20,099 -2%
Truist Financial
18
Truist Financial
North Carolina
$101M +$5.13M +38,971 +5%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$98.6M +$18.9M +143,673 +23%
Citigroup
20
Citigroup
New York
$86.6M +$70.7M +537,340 +415%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$83M -$2.02M -15,358 -2%
EVM
22
Eaton Vance Management
Massachusetts
$75.7M +$5.37M +40,801 +8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$73.7M -$16.4M -124,717 -18%
JHCM
24
Juniper Hill Capital Management
California
$72.8M +$34.2M +259,700 +86%
SFG
25
SNS Financial Group
Minnesota
$68.9M -$4.84M -36,800 -6%

IEI Hedge Fund Activity: Q1 2021 in Review

509 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2021, worth a combined $9.19B — up 4.2% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IEI positions and 68 closed out — a net gain of 2 holders — while 181 added to existing stakes and 185 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $280M. The largest seller was Jane Street, exiting entirely with an estimated $61M sold.

  • 509 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2021, down from 510 in Q4 2020.
  • Funds reported $9.19B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2021, up 4.2% quarter-over-quarter.
  • 70 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2021 and 68 closed out, a net change of +2 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $280M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2021 was Jane Street, an estimated $61M sold.

Based on aggregated 13F filings for Q1 2021.