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iShares 7-10 Year Treasury Bond ETF
IEF

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
262
Holders Change
+57
Holders Change %
+27.8%
% of All Funds
6.99%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.83%
New
77
Increased
77
Reduced
72
Closed
16
Calls
$8.63M
Puts
$73.7M
Net Calls
-$65.1M
Net Calls Change
+$4.97M

Top Buyers

Rank Fund Capital Flow
1
GHF
Good Harbor Financial
Illinois
+$536M
2
WIM
Windhaven Investment Management
Massachusetts
+$181M
3
CS
Credit Suisse
Switzerland
+$86.5M
4
Bank of America
Bank of America
North Carolina
+$85.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$65.4M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$43.6M
2
DWA
Dorsey Wright & Associates
California
-$37.1M
3
Morgan Stanley
Morgan Stanley
New York
-$32.6M
4
Barclays
Barclays
United Kingdom
-$23M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
101
Advantage Investment Management
Iowa
$2.87M +$2.86M +27,091 New
ECM
102
ETrade Capital Management
Virginia
$2.8M -$93.3K -885 -3%
B
103
Baird
Wisconsin
$2.72M +$1.34M +12,732 +99%
PAG
104
Private Advisor Group
New Jersey
$2.67M +$1.4M +13,279 +111%
SAM
105
SignalPoint Asset Management
Missouri
$2.63M +$109K +1,030 +4%
AP
106
Advisors Preferred
Maryland
$2.59M -$170K -1,613 -6%
RTIM
107
Round Table Investment Management
North Carolina
$2.53M -$343K -3,256 -12%
FI
108
FormulaFolio Investments
Michigan
$2.39M +$2.38M +22,545 New
BWM
109
Biltmore Wealth Management
Arizona
$2.35M +$2.34M +22,169 New
TFF
110
The Family Firm
Maryland
$2.23M +$2.22M +21,031 New
CAM
111
Concorde Asset Management
Michigan
$2.16M +$2.15M +20,381 New
SB
112
Suntrust Banks
Georgia
$2.15M +$457K +4,331 +27%
IFWM
113
Institute for Wealth Management
Colorado
$2.14M -$1.1M -10,406 -34%
LPT
114
Legacy Private Trust
Wisconsin
$2.12M +$2.11M +19,996 New
AI
115
Atria Investments
North Carolina
$2.05M +$882K +8,367 +76%
CPO
116
Cerity Partners OCIO
New York
$1.97M +$1.39M +13,189 +246%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$1.9M +$389K +3,693 +26%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$1.86M +$730K +6,924 +65%
CB
119
Commerce Bank
Missouri
$1.86M – – –
SAM
120
Shamrock Asset Management
Texas
$1.82M -$668K -6,334 -27%
HPC
121
HM Payson & Co
Maine
$1.75M – – –
HFS
122
HL Financial Services
Kentucky
$1.71M -$394K -3,738 -19%
SWP
123
Stratos Wealth Partners
Ohio
$1.69M -$217K -2,056 -11%
TCM
124
Twele Capital Management
Minnesota
$1.68M – – –
IL
125
Investure LLC
Virginia
$1.68M +$1.67M +15,800 New
3 4
5
6 7

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.