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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
RIA
126
Regal Investment Advisors
Michigan
$437K -$9.76K -79 -2%
CA
127
Commerzbank Aktiengesellschaft
Germany
$407K -$172K -1,394 -30%
MFS
128
MSI Financial Services
Massachusetts
$407K +$159K +1,284 +65%
CWM
129
Concert Wealth Management
California
$394K +$192K +1,554 +58%
SWP
130
Stratos Wealth Partners
Ohio
$383K -$33.1K -268 -8%
CAM
131
Concorde Asset Management
Michigan
$376K -$215K -1,739 -36%
CAN
132
Cetera Advisor Networks
California
$358K -$7.66K -62 -2%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$355K +$354K +2,862 New
CCMG
134
Clark Capital Management Group
Pennsylvania
$344K -$26.3M -212,748 -99%
PAG
135
Private Advisor Group
New Jersey
$326K +$61.3K +496 +23%
Creative Planning
136
Creative Planning
Kansas
$323K -$5.31K -43 -2%
EWM
137
Evercore Wealth Management
New York
$321K +$83.4K +675 +35%
DBT
138
Dubuque Bank & Trust
Iowa
$315K
FAAS
139
First Allied Advisory Services
California
$307K -$652K -5,278 -68%
NFG
140
Next Financial Group
Texas
$296K +$141K +1,145 +92%
AA
141
Advisory Alpha
Michigan
$284K +$16.4K +133 +6%
BIM
142
BlackRock Investment Management
Delaware
$279K +$162K +1,311 +140%
PFS
143
Prospera Financial Services
Texas
$267K +$266K +2,150 New
CT
144
Coastline Trust
Rhode Island
$259K -$257K -2,082 -50%
PA
145
Pinnacle Associates
New York
$249K -$287K -2,321 -54%
SPC
146
Sigma Planning Corp
Michigan
$241K +$240K +1,940 New
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
$238K -$124K -1,000 -34%
FNBT
148
FineMark National Bank & Trust
Florida
$236K -$520K -4,208 -69%
BJ
149
BlackRock Japan
Japan
$235K -$8.53K -69 -4%
SI
150
SII Investments
Wisconsin
$231K -$4.7K -38 -2%

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.