iShares 3-7 Year Treasury Bond ETF
156 hedge funds and large institutions have $2.34B invested in iShares 3-7 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
84% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 38
19% more capital invested
Capital invested by funds: $1.96B → $2.34B (+$379M)
13% more call options, than puts
Call options by funds: $959K | Put options by funds: $849K
8% more funds holding
Funds holding: 144 → 156 (+12)
3.72% more ownership
Funds ownership: 63.61% → 67.33% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$133M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$99.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$87.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$39.2M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$29.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$14.6M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$7.09M |
| 5 |
LOAMS
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
-$5.48M |
IEI Hedge Fund Activity: Q3 2014 in Review
156 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q3 2014, worth a combined $2.34B — up 19% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IEI positions and 12 closed out — a net gain of 12 holders — while 70 added to existing stakes and 38 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $133M. The largest seller was Morgan Stanley, cutting an estimated $39.2M.
- 156 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q3 2014, up from 144 in Q2 2014.
- Funds reported $2.34B of iShares 3-7 Year Treasury Bond ETF stock for Q3 2014, up 19% quarter-over-quarter.
- 24 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q3 2014 and 12 closed out, a net change of +12 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $133M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q3 2014 was Morgan Stanley, an estimated $39.2M sold.
Based on aggregated 13F filings for Q3 2014.