iShares 7-10 Year Treasury Bond ETF
IEF
184 hedge funds and large institutions have $2.81B invested in iShares 7-10 Year Treasury Bond ETF in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 92 reducing their positions, and 45 closing their positions.
11.14% more ownership
Funds ownership: 69.01% → 80.15% (+11%)
6% less capital invested
Capital invested by funds: $2.99B → $2.81B (-$183M)
10% less funds holding
Funds holding: 204 → 184 (-20)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
36% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 45
51% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 92
71% less call options, than puts
Call options by funds: $37.5M | Put options by funds: $130M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$365M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$135M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$33.9M |
| 4 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$32.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$64.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$56.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$51.3M |
| 4 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$36.4M |
| 5 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$34.2M |
IEF Hedge Fund Activity: Q3 2013 in Review
184 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2013, worth a combined $2.81B — down 6.1% from $2.99B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of IEF and 29 opened new positions — a net loss of 16 holders — while 92 trimmed existing stakes and 45 added.
The largest buyer was Goldman Sachs, adding an estimated $365M. The largest seller was Bank of America, cutting an estimated $64.7M.
- 184 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2013, down from 204 in Q2 2013.
- Funds reported $2.81B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2013, down 6.1% quarter-over-quarter.
- 29 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2013 and 45 closed out, a net change of -16 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2013 was Goldman Sachs, an estimated $365M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2013 was Bank of America, an estimated $64.7M sold.
Based on aggregated 13F filings for Q3 2013.