iShares 3-7 Year Treasury Bond ETF
593 hedge funds and large institutions have $11.6B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 199 increasing their positions, 240 reducing their positions, and 66 closing their positions.
8% more capital invested
Capital invested by funds: $10.7B → $11.6B (+$902M)
2.65% more ownership
Funds ownership: 83.51% → 86.16% (+2.7%)
8% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 66
8% less call options, than puts
Call options by funds: $359M | Put options by funds: $388M
2% less funds holding
Funds holding: 607 → 593 (-14)
15% less funds holding in top 10
Funds holding in top 10: 53 → 45 (-8)
17% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 240
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$825M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$127M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$91.4M |
| 4 |
Morgan Stanley
New York
|
+$72.8M |
| 5 |
Jane Street
New York
|
+$62.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$97.7M |
| 2 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$52.7M |
| 3 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$32.9M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$30.1M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$27.6M |
IEI Hedge Fund Activity: Q3 2023 in Review
593 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q3 2023, worth a combined $11.6B — up 8.4% from $10.7B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of IEI and 61 opened new positions — a net loss of 5 holders — while 240 trimmed existing stakes and 199 added.
The largest buyer was JP Morgan Chase, adding an estimated $825M. The largest seller was Fifth Third Bancorp, cutting an estimated $97.7M.
- 593 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q3 2023, down from 607 in Q2 2023.
- Funds reported $11.6B of iShares 3-7 Year Treasury Bond ETF stock for Q3 2023, up 8.4% quarter-over-quarter.
- 61 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q3 2023 and 66 closed out, a net change of -5 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $825M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q3 2023 was Fifth Third Bancorp, an estimated $97.7M sold.
Based on aggregated 13F filings for Q3 2023.