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iShares 7-10 Year Treasury Bond ETF
IEF

205 hedge funds and large institutions have $3.42B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

2% more funds holding

Funds holding: 201 → 205 (+4)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

5.83% less ownership

Funds ownership: 76.08% → 70.25% (-5.8%)

26% less funds holding in top 10

Funds holding in top 10: 23 → 17 (-6)

29% less capital invested

Capital invested by funds: $4.8B → $3.42B (-$1.38B)

76% less call options, than puts

Call options by funds: $22.6M | Put options by funds: $92.6M

Holders
205
Holders Change
+4
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.49%
New
31
Increased
73
Reduced
75
Closed
27
Calls
$22.6M
Puts
$92.6M
Net Calls
-$70.1M
Net Calls Change
-$534M

Top Buyers

1
U
UBS
Switzerland
+$104M
2
EA
Euclid Advisors
Connecticut
+$61.6M
3
Barclays
Barclays
United Kingdom
+$22M
4
USAA
United Services Automobile Association
Texas
+$19.4M
5
Ameriprise
Ameriprise
Minnesota
+$14.2M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$1.19B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$98.6M
3
PI
Placemark Investments
Illinois
-$71.3M
4
Bank of America
Bank of America
North Carolina
-$52.2M
5
VAM
Visionary Asset Management
Texas
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
101
Baird
Wisconsin
$1.34M -$3.1M -29,909 -70%
ACM
102
Ashford Capital Management
Delaware
$1.31M +$336K +3,240 +34%
Mariner
103
Mariner
Kansas
$1.27M -$1.97K -19 -0.2%
IA
104
IndexIQ Advisors
New York
$1.27M +$2.07K +20 +0.2%
PAG
105
Private Advisor Group
New Jersey
$1.24M +$1.24M +11,959 New
GHF
106
Good Harbor Financial
Illinois
$1.21M -$1.19B -11,521,225 -100%
RCM
107
Rotella Capital Management
Washington
$1.21M – – –
AI
108
Atria Investments
North Carolina
$1.14M -$403K -3,883 -26%
RCAG
109
Rehmann Capital Advisory Group
Michigan
$1.1M -$282K -2,717 -20%
ACM
110
Argentus Capital Management
Texas
$1.05M -$14M -135,256 -93%
BWAM
111
Boyd Watterson Asset Management
Ohio
$1.04M -$251K -2,420 -19%
BFA
112
Beaumont Financial Advisors
Massachusetts
$1M +$1M +9,655 New
MIM
113
Marco Investment Management
Georgia
$990K +$990K +9,550 New
WCM
114
Wunderlich Capital Managemnt
Tennessee
$940K +$31.8K +307 +3%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$929K +$49.8K +480 +6%
WA
116
WealthTrust-Arizona
Arizona
$912K -$160K -1,544 -15%
LS
117
Lattice Strategies
Pennsylvania
$892K -$401K -3,863 -31%
PI
118
PineBridge Investments
New York
$841K – – –
Rafferty Asset Management
119
Rafferty Asset Management
New York
$802K +$130K +1,250 +19%
PFS
120
Prospera Financial Services
Texas
$793K -$2.38M -22,939 -75%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$788K -$78.3K -755 -9%
CA
122
Cetera Advisors
Colorado
$785K +$153K +1,478 +24%
ASN
123
Advisory Services Network
Georgia
$775K +$776K +7,482 New
AWM
124
Avior Wealth Management
Nebraska
$728K -$16.6K -160 -2%
BA
125
Boston Advisors
Massachusetts
$699K – – –
3 4
5
6 7

IEF Hedge Fund Activity: Q3 2014 in Review

205 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2014, worth a combined $3.42B — down 29% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IEF positions and 27 closed out — a net gain of 4 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was UBS, adding an estimated $104M. The largest seller was Good Harbor Financial, cutting an estimated $1.19B.

  • 205 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2014, up from 201 in Q2 2014.
  • Funds reported $3.42B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2014, down 29% quarter-over-quarter.
  • 31 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2014 and 27 closed out, a net change of +4 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2014 was UBS, an estimated $104M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2014 was Good Harbor Financial, an estimated $1.19B sold.

Based on aggregated 13F filings for Q3 2014.