iShares 3-7 Year Treasury Bond ETF
725 hedge funds and large institutions have $11.9B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 292 increasing their positions, 223 reducing their positions, and 51 closing their positions.
209% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $6.62M
127% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 51
31% more repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 223
14% more funds holding in top 10
Funds holding in top 10: 42 → 48 (+6)
12% more capital invested
Capital invested by funds: $10.7B → $11.9B (+$1.27B)
9% more funds holding
Funds holding: 668 → 725 (+57)
2.68% more ownership
Funds ownership: 77.13% → 79.8% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$756M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$311M |
| 3 |
WL
WIT LLC
District Of Columbia,
District of Columbia
|
+$98.6M |
| 4 |
Morgan Stanley
New York
|
+$55.4M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$52.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$320M |
| 2 |
MMI
Matson Money Inc
Mason,
Ohio
|
-$171M |
| 3 |
BlackRock
New York
|
-$74.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$58.5M |
| 5 |
AssetMark Inc
Concord,
California
|
-$33.7M |
IEI Hedge Fund Activity: Q3 2024 in Review
725 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q3 2024, worth a combined $11.9B — up 12% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new IEI positions and 51 closed out — a net gain of 65 holders — while 292 added to existing stakes and 223 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $756M. The largest seller was Charles Schwab, cutting an estimated $320M.
- 725 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q3 2024, up from 668 in Q2 2024.
- Funds reported $11.9B of iShares 3-7 Year Treasury Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 116 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q3 2024 and 51 closed out, a net change of +65 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q3 2024 was Invesco, an estimated $756M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $320M sold.
Based on aggregated 13F filings for Q3 2024.