iShares 3-7 Year Treasury Bond ETF
238 hedge funds and large institutions have $3.48B invested in iShares 3-7 Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 38 closing their positions.
199% more call options, than puts
Call options by funds: $15.7M | Put options by funds: $5.25M
18% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 38
2% more funds holding
Funds holding: 234 → 238 (+4)
9% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 86
8.31% less ownership
Funds ownership: 77.43% → 69.12% (-8.3%)
26% less capital invested
Capital invested by funds: $4.71B → $3.48B (-$1.23B)
29% less funds holding in top 10
Funds holding in top 10: 28 → 20 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$53.8M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$47.6M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$39.3M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$35.6M |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
-$755M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$453M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$52.4M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$44M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$36M |
IEI Hedge Fund Activity: Q4 2015 in Review
238 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q4 2015, worth a combined $3.48B — down 26% from $4.71B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IEI positions and 38 closed out — a net gain of 7 holders — while 78 added to existing stakes and 86 trimmed.
The largest buyer was Fund Evaluation Group, opening a new position worth an estimated $53.8M. The largest seller was Axa, exiting entirely with an estimated $755M sold.
- 238 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q4 2015, up from 234 in Q3 2015.
- Funds reported $3.48B of iShares 3-7 Year Treasury Bond ETF stock for Q4 2015, down 26% quarter-over-quarter.
- 45 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q4 2015 and 38 closed out, a net change of +7 holders.
- The largest iShares 3-7 Year Treasury Bond ETF buyer in Q4 2015 was Fund Evaluation Group, an estimated $53.8M added.
- The largest iShares 3-7 Year Treasury Bond ETF seller in Q4 2015 was Axa, an estimated $755M sold.
Based on aggregated 13F filings for Q4 2015.