iShares 3-7 Year Treasury Bond ETF
582 hedge funds and large institutions have $10.4B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 208 increasing their positions, 175 reducing their positions, and 75 closing their positions.
32% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 75
19% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 175
6% more funds holding in top 10
Funds holding in top 10: 50 → 53 (+3)
2% more funds holding
Funds holding: 572 → 582 (+10)
2% less capital invested
Capital invested by funds: $10.6B → $10.4B (-$207M)
3.07% less ownership
Funds ownership: 87.83% → 84.76% (-3.1%)
20% less call options, than puts
Call options by funds: $381M | Put options by funds: $479M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$129M |
| 2 |
BAM
BTS Asset Management
Lincoln,
Massachusetts
|
+$93.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$76.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$60.1M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$54.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$458M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$194M |
| 3 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
-$130M |
| 4 |
LOAMU
Lombard Odier Asset Management (USA)
New York
|
-$116M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$78.4M |
IEI Hedge Fund Activity: Q1 2023 in Review
582 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2023, worth a combined $10.4B — down 2% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new IEI positions and 75 closed out — a net gain of 24 holders — while 208 added to existing stakes and 175 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $129M. The largest seller was JP Morgan Chase, cutting an estimated $458M.
- 582 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2023, up from 572 in Q4 2022.
- Funds reported $10.4B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2023, down 2% quarter-over-quarter.
- 99 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2023 and 75 closed out, a net change of +24 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2023 was Morgan Stanley, an estimated $129M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $458M sold.
Based on aggregated 13F filings for Q1 2023.