iShares 3-7 Year Treasury Bond ETF
144 hedge funds and large institutions have $1.98B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 18 closing their positions.
28% more call options, than puts
Call options by funds: $670K | Put options by funds: $524K
5% less funds holding
Funds holding: 151 → 144 (-7)
5.23% less ownership
Funds ownership: 68.84% → 63.61% (-5.2%)
7% less capital invested
Capital invested by funds: $2.12B → $1.98B (-$138M)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
21% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 61
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$81.8M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
+$43.9M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$19.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.3M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$60.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$38.1M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$22.7M |
| 4 |
Bank of New York Mellon
New York
|
-$18.5M |
| 5 |
Morgan Stanley
New York
|
-$15.8M |
IEI Hedge Fund Activity: Q2 2014 in Review
144 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2014, worth a combined $1.98B — down 6.5% from $2.12B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of IEI and 13 opened new positions — a net loss of 5 holders — while 61 trimmed existing stakes and 48 added.
The largest buyer was Freedom Investment Management, adding an estimated $81.8M. The largest seller was Barclays, cutting an estimated $60.2M.
- 144 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2014, down from 151 in Q1 2014.
- Funds reported $1.98B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2014, down 6.5% quarter-over-quarter.
- 13 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2014 and 18 closed out, a net change of -5 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2014 was Freedom Investment Management, an estimated $81.8M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2014 was Barclays, an estimated $60.2M sold.
Based on aggregated 13F filings for Q2 2014.