iShares 3-7 Year Treasury Bond ETF
572 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 173 increasing their positions, 215 reducing their positions, and 58 closing their positions.
72% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 58
6% more funds holding
Funds holding: 539 → 572 (+33)
1.53% more ownership
Funds ownership: 86.3% → 87.83% (+1.5%)
2% more capital invested
Capital invested by funds: $10.2B → $10.3B (+$189M)
11% less funds holding in top 10
Funds holding in top 10: 56 → 50 (-6)
13% less call options, than puts
Call options by funds: $243M | Put options by funds: $281M
20% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$403M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$139M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$117M |
| 4 |
JP Morgan Chase
New York
|
+$76.2M |
| 5 |
LOAMU
Lombard Odier Asset Management (USA)
New York
|
+$68.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$635M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$57.8M |
| 3 |
BPWM
Badgley Phelps Wealth Managers
Seattle,
Washington
|
-$46.5M |
| 4 |
Jane Street
New York
|
-$43.2M |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
-$38.1M |
IEI Hedge Fund Activity: Q4 2022 in Review
572 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2022, worth a combined $10.3B — up 1.9% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new IEI positions and 58 closed out — a net gain of 42 holders — while 173 added to existing stakes and 215 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $403M. The largest seller was Personal Capital Advisors, cutting an estimated $635M.
- 572 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2022, up from 539 in Q3 2022.
- Funds reported $10.3B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2022, up 1.9% quarter-over-quarter.
- 100 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2022 and 58 closed out, a net change of +42 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2022 was Fidelity Investments, an estimated $403M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2022 was Personal Capital Advisors, an estimated $635M sold.
Based on aggregated 13F filings for Q4 2022.