iShares 7-10 Year Treasury Bond ETF
180 hedge funds and large institutions have $2.86B invested in iShares 7-10 Year Treasury Bond ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 84 reducing their positions, and 33 closing their positions.
2% more capital invested
Capital invested by funds: $2.81B → $2.86B (+$54.9M)
0% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 33
2% less funds holding
Funds holding: 184 → 180 (-4)
2.51% less ownership
Funds ownership: 80.15% → 77.64% (-2.5%)
40% less funds holding in top 10
Funds holding in top 10: 15 → 9 (-6)
45% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 84
65% less call options, than puts
Call options by funds: $66.6M | Put options by funds: $189M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$63.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$51.6M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$42M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$34.9M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$268M |
| 2 |
AssetMark Inc
Concord,
California
|
-$57.4M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$54.7M |
| 4 |
Morgan Stanley
New York
|
-$42.4M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$34.2M |
IEF Hedge Fund Activity: Q4 2013 in Review
180 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2013, worth a combined $2.86B — up 2% from $2.81B a quarter earlier.
Fund positioning in IEF was balanced in Q4 2013: 33 funds opened new positions, 33 closed out, 46 added to existing stakes and 84 trimmed.
The largest buyer was UBS, adding an estimated $63.3M. The largest seller was Goldman Sachs, cutting an estimated $268M.
- 180 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2013, down from 184 in Q3 2013.
- Funds reported $2.86B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2013, up 2% quarter-over-quarter.
- 33 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2013 and 33 closed out, a net change of 0 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2013 was UBS, an estimated $63.3M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2013 was Goldman Sachs, an estimated $268M sold.
Based on aggregated 13F filings for Q4 2013.