iShares 3-7 Year Treasury Bond ETF
607 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 227 increasing their positions, 205 reducing their positions, and 58 closing their positions.
48% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 58
40% more call options, than puts
Call options by funds: $332M | Put options by funds: $236M
11% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 205
4% more funds holding
Funds holding: 581 → 607 (+26)
3% more capital invested
Capital invested by funds: $10.4B → $10.7B (+$300M)
0% more funds holding in top 10
Funds holding in top 10: 53 → 53 (0)
1.24% less ownership
Funds ownership: 84.75% → 83.51% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$152M |
| 2 |
Cerity Partners
New York
|
+$148M |
| 3 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$125M |
| 4 |
JP Morgan Chase
New York
|
+$105M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$85.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$104M |
| 2 |
BAM
BTS Asset Management
Lincoln,
Massachusetts
|
-$94.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$74.9M |
| 4 |
Morgan Stanley
New York
|
-$65.7M |
| 5 |
FFM
Fullerton Fund Management
Singapore
|
-$52.7M |
IEI Hedge Fund Activity: Q2 2023 in Review
607 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2023, worth a combined $10.7B — up 2.9% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new IEI positions and 58 closed out — a net gain of 28 holders — while 227 added to existing stakes and 205 trimmed.
The largest buyer was WestEnd Advisors, opening a new position worth an estimated $152M. The largest seller was M&T Bank, cutting an estimated $104M.
- 607 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2023, up from 581 in Q1 2023.
- Funds reported $10.7B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2023, up 2.9% quarter-over-quarter.
- 86 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2023 and 58 closed out, a net change of +28 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2023 was WestEnd Advisors, an estimated $152M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2023 was M&T Bank, an estimated $104M sold.
Based on aggregated 13F filings for Q2 2023.