iShares 3-7 Year Treasury Bond ETF
256 hedge funds and large institutions have $4.6B invested in iShares 3-7 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 77 reducing their positions, and 30 closing their positions.
73% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 30
30% more funds holding in top 10
Funds holding in top 10: 20 → 26 (+6)
23% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 77
22% more capital invested
Capital invested by funds: $3.78B → $4.6B (+$819M)
8% more funds holding
Funds holding: 237 → 256 (+19)
2.57% more ownership
Funds ownership: 69.05% → 71.63% (+2.6%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$289M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$186M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$180M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$54.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$52.9M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$28.1M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
-$24.2M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$22M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$18.2M |
IEI Hedge Fund Activity: Q1 2016 in Review
256 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 2016, worth a combined $4.6B — up 22% from $3.78B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IEI positions and 30 closed out — a net gain of 22 holders — while 95 added to existing stakes and 77 trimmed.
The largest buyer was Windhaven Investment Management, opening a new position worth an estimated $289M. The largest seller was Clark Capital Management Group, cutting an estimated $52.9M.
- 256 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2016, up from 237 in Q4 2015.
- Funds reported $4.6B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2016, up 22% quarter-over-quarter.
- 52 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2016 and 30 closed out, a net change of +22 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2016 was Windhaven Investment Management, an estimated $289M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2016 was Clark Capital Management Group, an estimated $52.9M sold.
Based on aggregated 13F filings for Q1 2016.