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iShares 7-10 Year Treasury Bond ETF
IEF

201 hedge funds and large institutions have $4.8B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

898% more call options, than puts

Call options by funds: $515M | Put options by funds: $51.6M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

64% more funds holding in top 10

Funds holding in top 10: 14 → 23 (+9)

48% more capital invested

Capital invested by funds: $3.24B → $4.8B (+$1.56B)

28% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 64

5% more funds holding

Funds holding: 192 → 201 (+9)

2.94% more ownership

Funds ownership: 73.13% → 76.08% (+2.9%)

Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
5.78%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.66%
New
30
Increased
82
Reduced
64
Closed
18
Calls
$515M
Puts
$51.6M
Net Calls
+$464M
Net Calls Change
+$557M

Top Buyers

1
GHF
Good Harbor Financial
Illinois
+$1.18B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$78.5M
3
Wells Fargo
Wells Fargo
California
+$75M
4
PI
Placemark Investments
Illinois
+$70.9M
5
Bank of America
Bank of America
North Carolina
+$54.4M

Top Sellers

1
MIH
Madison Investment Holdings
Wisconsin
-$122M
2
Deutsche Bank
Deutsche Bank
Germany
-$79.7M
3
EA
Euclid Advisors
Connecticut
-$53.1M
4
PAG
Pinnacle Advisory Group
Maryland
-$35.6M
5
Barclays
Barclays
United Kingdom
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GHF
1
Good Harbor Financial
Illinois
$1.19B +$1.18B +11,522,746 +113,235%
WIM
2
Windhaven Investment Management
Massachusetts
$564M +$39.7M +386,993 +8%
Wells Fargo
3
Wells Fargo
California
$420M +$75M +730,808 +22%
WCM
4
Wealthcare Capital Management
Virginia
$290M +$14.6M +142,332 +5%
Bank of America
5
Bank of America
North Carolina
$205M +$54.4M +529,713 +37%
USAA
6
United Services Automobile Association
Texas
$186M -$197K -1,917 -0.1%
Morgan Stanley
7
Morgan Stanley
New York
$175M -$1.64M -15,952 -0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$134M +$78.5M +764,631 +144%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$105M +$53.8M +524,212 +106%
AssetMark Inc
10
AssetMark Inc
California
$91.3M -$6.45M -62,859 -7%
U
11
UBS
Switzerland
$88.5M +$8.03M +78,154 +10%
Citigroup
12
Citigroup
New York
$83.1M +$28.9M +281,233 +54%
CNB
13
City National Bank
California
$77.3M +$49.4M +481,456 +182%
PI
14
Placemark Investments
Illinois
$77M +$70.9M +690,192 +1,303%
CS
15
Credit Suisse
Switzerland
$71.2M +$3.66M +35,619 +5%
Ameriprise
16
Ameriprise
Minnesota
$66.8M -$3.76M -36,661 -5%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$48.6M +$28.7M +279,794 +148%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$47.7M -$987K -9,611 -2%
CWA
19
Convergent Wealth Advisors
Maryland
$46.9M +$45.4M +441,894 +4,106%
GB
20
Gunma Bank
Japan
$44.1M – – –
VAM
21
Visionary Asset Management
Texas
$40.5M +$38.4M +373,578 +2,160%
DWA
22
Dorsey Wright & Associates
California
$39.6M -$587K -5,720 -1%
AIA
23
Arrow Investment Advisors
Maryland
$37.7M -$411K -4,000 -1%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$34.9M +$1.75M +17,044 +5%
PP
25
Pension Partners
New York
$33.3M +$11.7M +114,425 +55%
1
2 3 4 5

IEF Hedge Fund Activity: Q2 2014 in Review

201 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2014, worth a combined $4.8B — up 48% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IEF positions and 18 closed out — a net gain of 12 holders — while 82 added to existing stakes and 64 trimmed.

The largest buyer was Good Harbor Financial, adding an estimated $1.18B. The largest seller was Madison Investment Holdings, exiting entirely with an estimated $122M sold.

  • 201 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2014, up from 192 in Q1 2014.
  • Funds reported $4.8B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2014, up 48% quarter-over-quarter.
  • 30 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2014 and 18 closed out, a net change of +12 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2014 was Good Harbor Financial, an estimated $1.18B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2014 was Madison Investment Holdings, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2014.