iShares 7-10 Year Treasury Bond ETF
192 hedge funds and large institutions have $3.23B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 22 closing their positions.
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
16% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 61
13% more capital invested
Capital invested by funds: $2.86B → $3.23B (+$373M)
7% more funds holding
Funds holding: 180 → 192 (+12)
4.51% less ownership
Funds ownership: 77.64% → 73.13% (-4.5%)
58% less call options, than puts
Call options by funds: $66.1M | Put options by funds: $159M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$80.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$68.8M |
| 3 |
Morgan Stanley
New York
|
+$64.6M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$53M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$118M |
| 2 |
Goldman Sachs
New York
|
-$95.9M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$64.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$49.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$40.1M |
IEF Hedge Fund Activity: Q1 2014 in Review
192 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2014, worth a combined $3.23B — up 13% from $2.86B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IEF positions and 22 closed out — a net gain of 12 holders — while 71 added to existing stakes and 61 trimmed.
The largest buyer was Madison Investment Holdings, adding an estimated $80.1M. The largest seller was Credit Suisse, cutting an estimated $118M.
- 192 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2014, up from 180 in Q4 2013.
- Funds reported $3.23B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2014, up 13% quarter-over-quarter.
- 34 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2014 and 22 closed out, a net change of +12 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2014 was Madison Investment Holdings, an estimated $80.1M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2014 was Credit Suisse, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2014.