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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
SFA
151
Sequoia Financial Advisors
Ohio
$231K -$989 -8 -0.4%
SAS
152
Stelac Advisory Services
New York
$225K +$75.4K +610 +50%
MBT
153
Montecito Bank & Trust
California
$218K -$40.4K -327 -16%
IH
154
IFC Holdings
Florida
$218K +$220K +1,778 New
IWMPD
155
Integrated Wealth Management (Palm Desert)
California
$217K +$217K +1,753 New
BFA
156
Bragg Financial Advisors
North Carolina
$206K -$15.4K -125 -7%
SIA
157
Stancorp Investment Advisers
Oregon
$181K -$17.3K -140 -9%
HDIM
158
Hanson & Doremus Investment Management
Vermont
$163K
BFEC
159
Benjamin F. Edwards & Company
Missouri
$159K -$3.21K -26 -2%
AIM
160
Acropolis Investment Management
Missouri
$155K
P
161
PhaseCapital
New York
$149K +$148K +1,200 New
CWM
162
Cranbrook Wealth Management
Michigan
$142K +$46.2K +374 +49%
SAC
163
Smith Affiliated Capital
New York
$140K
ST
164
Smithfield Trust
Pennsylvania
$123K +$24.7K +200 +25%
FHA
165
First Horizon Advisors
Tennessee
$119K -$1.2M -9,749 -91%
LTI
166
Laffer Tengler Investments
Tennessee
$108K +$108K +872 New
KT
167
Kanaly Trust
Texas
$98K +$25.8K +209 +36%
FCCM
168
First City Capital Management
Georgia
$87K
ClearBridge Investments
169
ClearBridge Investments
New York
$78K -$1.36K -11 -2%
IP
170
Investment Partners
Ohio
$64K +$63.5K +514 New
BPBT
171
Boston Private Bank & Trust
Massachusetts
$54K
VCM
172
Vigilant Capital Management
Maine
$53K -$7.41K -60 -12%
WA
173
WFG Advisors
Texas
$51K +$124 +1 +0.2%
VIA
174
Vantage Investment Advisors
Pennsylvania
$50K
MAM
175
Meeder Asset Management
Ohio
$46K +$46.2K +374 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.