iShares 7-10 Year Treasury Bond ETF
262 hedge funds and large institutions have $5.15B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 16 closing their positions.
381% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 16
82% more funds holding in top 10
Funds holding in top 10: 17 → 31 (+14)
51% more capital invested
Capital invested by funds: $3.42B → $5.15B (+$1.73B)
28% more funds holding
Funds holding: 205 → 262 (+57)
7% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 72
0.07% less ownership
Funds ownership: 70.25% → 70.18% (-0.07%)
88% less call options, than puts
Call options by funds: $8.63M | Put options by funds: $73.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
+$536M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$181M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$86.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$85.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$65.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$43.6M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$37.1M |
| 3 |
Morgan Stanley
New York
|
-$32.6M |
| 4 |
Barclays
London,
United Kingdom
|
-$23M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.5M |
IEF Hedge Fund Activity: Q4 2014 in Review
262 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2014, worth a combined $5.15B — up 51% from $3.42B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new IEF positions and 16 closed out — a net gain of 61 holders — while 77 added to existing stakes and 72 trimmed.
The largest buyer was Good Harbor Financial, adding an estimated $536M. The largest seller was Citigroup, cutting an estimated $43.6M.
- 262 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2014, up from 205 in Q3 2014.
- Funds reported $5.15B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2014, up 51% quarter-over-quarter.
- 77 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2014 and 16 closed out, a net change of +61 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2014 was Good Harbor Financial, an estimated $536M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2014 was Citigroup, an estimated $43.6M sold.
Based on aggregated 13F filings for Q4 2014.