iShares 3-7 Year Treasury Bond ETF
664 hedge funds and large institutions have $10.4B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 207 increasing their positions, 237 reducing their positions, and 66 closing their positions.
124% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 66
65% more call options, than puts
Call options by funds: $85M | Put options by funds: $51.5M
12% more funds holding
Funds holding: 593 → 664 (+71)
4% more funds holding in top 10
Funds holding in top 10: 45 → 47 (+2)
6.32% less ownership
Funds ownership: 86.16% → 79.84% (-6.3%)
10% less capital invested
Capital invested by funds: $11.6B → $10.4B (-$1.15B)
13% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 237
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$110M |
| 2 |
MW
Marks Wealth
Annapolis,
Maryland
|
+$35.3M |
| 3 |
JFG
Jefferies Financial Group
New York
|
+$33.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.5M |
| 5 |
BS
Banco Santander
Madrid,
Spain
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$879M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$141M |
| 3 |
Morgan Stanley
New York
|
-$129M |
| 4 |
Jane Street
New York
|
-$105M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$102M |
IEI Hedge Fund Activity: Q4 2023 in Review
664 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2023, worth a combined $10.4B — down 9.9% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new IEI positions and 66 closed out — a net gain of 82 holders — while 207 added to existing stakes and 237 trimmed.
The largest buyer was Cerity Partners, adding an estimated $110M. The largest seller was JP Morgan Chase, cutting an estimated $879M.
- 664 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2023, up from 593 in Q3 2023.
- Funds reported $10.4B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2023, down 9.9% quarter-over-quarter.
- 148 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2023 and 66 closed out, a net change of +82 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2023 was Cerity Partners, an estimated $110M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $879M sold.
Based on aggregated 13F filings for Q4 2023.