iShares 3-7 Year Treasury Bond ETF
151 hedge funds and large institutions have $2.12B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
15% more capital invested
Capital invested by funds: $1.84B → $2.12B (+$280M)
8.75% more ownership
Funds ownership: 60.09% → 68.84% (+8.7%)
6% more funds holding
Funds holding: 142 → 151 (+9)
12% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 58
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
45% less call options, than puts
Call options by funds: $423K | Put options by funds: $773K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$80M |
| 2 |
Barclays
London,
United Kingdom
|
+$60.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$31.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$31.4M |
| 5 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$48.4M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$18M |
| 3 |
AssetMark Inc
Concord,
California
|
-$13.2M |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$10.5M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$8.93M |
IEI Hedge Fund Activity: Q1 2014 in Review
151 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2014, worth a combined $2.12B — up 15% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IEI positions and 13 closed out — a net gain of 10 holders — while 51 added to existing stakes and 58 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $80M. The largest seller was First Horizon Advisors, cutting an estimated $48.4M.
- 151 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2014, up from 142 in Q4 2013.
- Funds reported $2.12B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2014, up 15% quarter-over-quarter.
- 23 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2014 and 13 closed out, a net change of +10 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2014 was Morgan Stanley, an estimated $80M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2014 was First Horizon Advisors, an estimated $48.4M sold.
Based on aggregated 13F filings for Q1 2014.