iShares 3-7 Year Treasury Bond ETF
150 hedge funds and large institutions have $4.51B invested in iShares 3-7 Year Treasury Bond ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 15 closing their positions.
188% more capital invested
Capital invested by funds: $1.56B → $4.51B (+$2.95B)
130% more funds holding in top 10
Funds holding in top 10: 10 → 23 (+13)
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
19.3% more ownership
Funds ownership: 60% → 79.3% (+19%)
8% more funds holding
Funds holding: 139 → 150 (+11)
14% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 58
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $303K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
+$1.92B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$210M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$151M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$103M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Curian Capital
Denver,
Colorado
|
-$19.9M |
| 2 |
CEMP
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
-$18.9M |
| 3 |
SIA
Spruce Investment Advisors
Stamford,
Connecticut
|
-$13.4M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
-$9.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$7.41M |
IEI Hedge Fund Activity: Q3 2013 in Review
150 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q3 2013, worth a combined $4.51B — up 188% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IEI positions and 15 closed out — a net gain of 13 holders — while 50 added to existing stakes and 58 trimmed.
The largest buyer was Good Harbor Financial, opening a new position worth an estimated $1.92B. The largest seller was Curian Capital, cutting an estimated $19.9M.
- 150 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q3 2013, up from 139 in Q2 2013.
- Funds reported $4.51B of iShares 3-7 Year Treasury Bond ETF stock for Q3 2013, up 188% quarter-over-quarter.
- 28 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q3 2013 and 15 closed out, a net change of +13 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q3 2013 was Good Harbor Financial, an estimated $1.92B added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q3 2013 was Curian Capital, an estimated $19.9M sold.
Based on aggregated 13F filings for Q3 2013.