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iShares 3-7 Year Treasury Bond ETF

669 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 235 increasing their positions, 246 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 75

1% more funds holding

Funds holding: 664669 (+5)

4% less capital invested

Capital invested by funds: $10.7B → $10.3B (-$437M)

4% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 246

6.01% less ownership

Funds ownership: 82.15%76.14% (-6%)

11% less funds holding in top 10

Funds holding in top 10: 4742 (-5)

77% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $65.8M

Holders
669
Holders Change
+5
Holders Change %
+0.75%
% of All Funds
9.64%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
92
Increased
235
Reduced
246
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.11B +$20.4M +175,920 +2%
Bank of America
2
Bank of America
North Carolina
$598M +$19.6M +169,007 +3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$487M +$6.09M +52,447 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$425M -$25.3M -218,150 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$365M +$16.8M +144,630 +5%
Morgan Stanley
6
Morgan Stanley
New York
$352M -$228M -1,963,384 -39%
CSIA
7
Charles Schwab Investment Advisory
California
$314M -$8.29M -71,416 -3%
Truist Financial
8
Truist Financial
North Carolina
$291M -$10.4M -89,828 -3%
Cerity Partners
9
Cerity Partners
New York
$286M +$28.1M +242,337 +11%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$240M -$7.54M -64,934 -3%
Bank Julius Baer & Co
11
Bank Julius Baer & Co
Switzerland
$239M -$1.9M -16,406 -0.8%
Ameriprise
12
Ameriprise
Minnesota
$234M +$17.1M +147,588 +8%
AssetMark Inc
13
AssetMark Inc
California
$219M -$23.8M -204,654 -10%
UBS Group
14
UBS Group
Switzerland
$218M +$6.99M +60,220 +3%
Creative Planning
15
Creative Planning
Kansas
$215M -$11.7M -101,007 -5%
Stifel Financial
16
Stifel Financial
Missouri
$190M +$38.5M +331,626 +25%
Wells Fargo
17
Wells Fargo
California
$176M -$29.5M -254,444 -14%
MMI
18
Matson Money Inc
Ohio
$168M +$2.09M +18,028 +1%
LPL Financial
19
LPL Financial
California
$152M +$20.2M +173,707 +15%
WA
20
WestEnd Advisors
North Carolina
$147M -$2.22M -19,156 -1%
JFGIW
21
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145M +$8.13M +70,069 +6%
RJA
22
Raymond James & Associates
Florida
$143M -$2.54M -21,881 -2%
Charles Schwab
23
Charles Schwab
California
$142M -$53.7M -462,448 -27%
TWM
24
Tanglewood Wealth Management
Texas
$141M +$1.69M +14,604 +1%
BlackRock
25
BlackRock
New York
$122M +$5.03M +43,335 +4%

IEI Hedge Fund Activity: Q1 2024 in Review

669 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2024, worth a combined $10.3B — down 4.1% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IEI positions and 75 closed out — a net gain of 17 holders — while 235 added to existing stakes and 246 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $54.2M. The largest seller was Morgan Stanley, cutting an estimated $228M.

  • 669 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2024, up from 664 in Q4 2023.
  • Funds reported $10.3B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2024, down 4.1% quarter-over-quarter.
  • 92 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2024 and 75 closed out, a net change of +17 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2024 was Jane Street, an estimated $54.2M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2024.