iShares 3-7 Year Treasury Bond ETF
142 hedge funds and large institutions have $1.7B invested in iShares 3-7 Year Treasury Bond ETF in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 28 closing their positions.
5% less funds holding
Funds holding: 150 → 142 (-8)
19.21% less ownership
Funds ownership: 79.3% → 60.09% (-19%)
21% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 28
27% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 59
43% less funds holding in top 10
Funds holding in top 10: 23 → 13 (-10)
60% less capital invested
Capital invested by funds: $4.26B → $1.7B (-$2.56B)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $216K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$14.3M |
| 2 |
AssetMark Inc
Concord,
California
|
+$12.8M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
+$10.7M |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$10.7M |
| 5 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$9.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$1.93B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$196M |
| 3 |
PI
Placemark Investments
Chicago,
Illinois
|
-$101M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$95.1M |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$64.9M |
IEI Hedge Fund Activity: Q4 2013 in Review
142 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2013, worth a combined $1.7B — down 60% from $4.26B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of IEI and 22 opened new positions — a net loss of 6 holders — while 59 trimmed existing stakes and 43 added.
The largest buyer was Horizon Investments, adding an estimated $14.3M. The largest seller was Good Harbor Financial, exiting entirely with an estimated $1.93B sold.
- 142 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2013, down from 150 in Q3 2013.
- Funds reported $1.7B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2013, down 60% quarter-over-quarter.
- 22 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2013 and 28 closed out, a net change of -6 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2013 was Horizon Investments, an estimated $14.3M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2013 was Good Harbor Financial, an estimated $1.93B sold.
Based on aggregated 13F filings for Q4 2013.