iShares 7-10 Year Treasury Bond ETF
307 hedge funds and large institutions have $5.64B invested in iShares 7-10 Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 110 reducing their positions, and 34 closing their positions.
131% more call options, than puts
Call options by funds: $568M | Put options by funds: $246M
100% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 34
10% more funds holding
Funds holding: 278 → 307 (+29)
2% less funds holding in top 10
Funds holding in top 10: 44 → 43 (-1)
11.82% less ownership
Funds ownership: 81.45% → 69.63% (-12%)
15% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 110
21% less capital invested
Capital invested by funds: $7.16B → $5.64B (-$1.51B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$262M |
| 2 |
LPL Financial
San Diego,
California
|
+$45.6M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$37.6M |
| 4 |
AssetMark Inc
Concord,
California
|
+$31.7M |
| 5 |
PP
Pension Partners
New York
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$532M |
| 2 |
Axa
Paris,
France
|
-$380M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$246M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$123M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$105M |
IEF Hedge Fund Activity: Q4 2015 in Review
307 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2015, worth a combined $5.64B — down 21% from $7.16B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IEF positions and 34 closed out — a net gain of 34 holders — while 94 added to existing stakes and 110 trimmed.
The largest buyer was Windhaven Investment Management, adding an estimated $262M. The largest seller was Bank of America, cutting an estimated $532M.
- 307 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2015, up from 278 in Q3 2015.
- Funds reported $5.64B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2015, down 21% quarter-over-quarter.
- 68 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2015 and 34 closed out, a net change of +34 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2015 was Windhaven Investment Management, an estimated $262M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2015 was Bank of America, an estimated $532M sold.
Based on aggregated 13F filings for Q4 2015.