iShares 7-10 Year Treasury Bond ETF
256 hedge funds and large institutions have $4.83B invested in iShares 7-10 Year Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 83 reducing their positions, and 41 closing their positions.
3,532% more call options, than puts
Call options by funds: $1.19B | Put options by funds: $32.8M
25% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 83
6.07% more ownership
Funds ownership: 70.18% → 76.24% (+6.1%)
10% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 41
2% less funds holding
Funds holding: 262 → 256 (-6)
6% less capital invested
Capital invested by funds: $5.15B → $4.83B (-$323M)
16% less funds holding in top 10
Funds holding in top 10: 31 → 26 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$145M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$143M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$123M |
| 4 |
DRS
Deane Retirement Strategies
New Orleans,
Louisiana
|
+$82.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$75.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$549M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$65.3M |
| 3 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$51.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$51M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$47.8M |
IEF Hedge Fund Activity: Q1 2015 in Review
256 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2015, worth a combined $4.83B — down 6.3% from $5.15B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of IEF and 37 opened new positions — a net loss of 4 holders — while 83 trimmed existing stakes and 104 added.
The largest buyer was UBS Group, adding an estimated $145M. The largest seller was Good Harbor Financial, cutting an estimated $549M.
- 256 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2015, down from 262 in Q4 2014.
- Funds reported $4.83B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2015, down 6.3% quarter-over-quarter.
- 37 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2015 and 41 closed out, a net change of -4 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2015 was UBS Group, an estimated $145M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2015 was Good Harbor Financial, an estimated $549M sold.
Based on aggregated 13F filings for Q1 2015.