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iShares 3-7 Year Treasury Bond ETF

187 hedge funds and large institutions have $3.09B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $820K

55% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 55

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $2.87B → $3.09B (+$219M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2.48% more ownership

Funds ownership: 64.6%67.08% (+2.5%)

1% more funds holding

Funds holding: 186187 (+1)

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.98%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
21
Increased
85
Reduced
55
Closed
18
Calls
$1.32M
Puts
$820K
Net Calls
+$496K
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
51
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.64M
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$5.61M +$2.99M +24,173 +115%
VKH
53
Virtu KCG Holdings
New York
$5.38M +$4.48M +36,285 +514%
UCFA
54
United Capital Financial Advisors
Texas
$5.22M +$1.51M +12,209 +41%
BCI
55
Brinker Capital Investments
Pennsylvania
$5.12M -$741 -6 -0%
RJA
56
Raymond James & Associates
Florida
$4.89M +$2.3M +18,635 +90%
PAG
57
Pinnacle Advisory Group
Maryland
$4.3M +$251K +2,028 +6%
Ameriprise
58
Ameriprise
Minnesota
$4.22M +$100K +811 +2%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$4.12M -$1.16M -9,416 -22%
ACS
60
Archford Capital Strategies
Illinois
$3.92M +$3.89M +31,500 +48,462%
CC
61
Curian Capital
Colorado
$3.78M -$2.05M -16,595 -35%
GWA
62
Genesis Wealth Advisors
Massachusetts
$3.68M +$202K +1,631 +6%
RCAG
63
Rehmann Capital Advisory Group
Michigan
$3.54M -$236K -1,910 -6%
Barclays
64
Barclays
United Kingdom
$3.25M -$158K -1,279 -5%
SWA
65
SFMG Wealth Advisors
Texas
$3.05M +$3.04M +24,594 New
AP
66
Advisors Preferred
Maryland
$2.99M +$2.89M +23,398 +3,461%
CS
67
Comerica Securities
Michigan
$2.88M +$2.87M +23,194 New
Jane Street
68
Jane Street
New York
$2.77M +$1.58M +12,818 +136%
KC
69
Kingfisher Capital
North Carolina
$2.71M +$1.7M +13,720 +169%
SYBT
70
Stock Yards Bank & Trust
Kentucky
$2.42M
PVH
71
Psagot Value Holdings
Israel
$2.31M -$694K -5,614 -23%
ECM
72
Exchange Capital Management
Michigan
$2.28M +$342K +2,769 +18%
LG
73
Leuthold Group
Minnesota
$2.28M +$31.4K +254 +1%
PFA
74
Pure Financial Advisors
California
$2.23M -$78.5K -635 -3%
PA
75
Parkside Advisors
California
$2.2M +$2.19M +17,697 New

IEI Hedge Fund Activity: Q1 2015 in Review

187 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2015, worth a combined $3.09B — up 7.6% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IEI positions and 18 closed out — a net gain of 3 holders — while 85 added to existing stakes and 55 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $173M. The largest seller was Suntrust Banks, cutting an estimated $278M.

  • 187 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2015, up from 186 in Q4 2014.
  • Funds reported $3.09B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2015, up 7.6% quarter-over-quarter.
  • 21 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2015 and 18 closed out, a net change of +3 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2015 was Managed Account Advisors, an estimated $173M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2015 was Suntrust Banks, an estimated $278M sold.

Based on aggregated 13F filings for Q1 2015.