iShares 3-7 Year Treasury Bond ETF
186 hedge funds and large institutions have $2.87B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 13 closing their positions.
254% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 13
67% more funds holding in top 10
Funds holding in top 10: 9 → 15 (+6)
29% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 51
23% more capital invested
Capital invested by funds: $2.34B → $2.87B (+$532M)
20% more funds holding
Funds holding: 155 → 186 (+31)
2.64% less ownership
Funds ownership: 67.24% → 64.6% (-2.6%)
30% less call options, than puts
Call options by funds: $978K | Put options by funds: $1.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$223M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$116M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$38.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.8M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$73.2M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$45.4M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$32M |
| 4 |
Morgan Stanley
New York
|
-$28.9M |
| 5 |
CC
Curian Capital
Denver,
Colorado
|
-$23.5M |
IEI Hedge Fund Activity: Q4 2014 in Review
186 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2014, worth a combined $2.87B — up 23% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IEI positions and 13 closed out — a net gain of 33 holders — while 66 added to existing stakes and 51 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $223M. The largest seller was Freedom Investment Management, cutting an estimated $73.2M.
- 186 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2014, up from 155 in Q3 2014.
- Funds reported $2.87B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2014, up 23% quarter-over-quarter.
- 46 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2014 and 13 closed out, a net change of +33 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $223M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2014 was Freedom Investment Management, an estimated $73.2M sold.
Based on aggregated 13F filings for Q4 2014.