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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

262 hedge funds and large institutions have $5.15B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+57
Holders Change %
+27.8%
% of All Funds
6.99%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.83%
New
77
Increased
77
Reduced
72
Closed
16
Calls
$8.63M
Puts
$73.7M
Net Calls
-$65.1M
Net Calls Change
+$4.97M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$540M
2
WIM
2
Windhaven Investment Management
Massachusetts
$738M
3
CS
3
Credit Suisse
Switzerland
$123M
4
Bank of America
4
Bank of America
North Carolina
$243M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$102M

Top Sellers

1
Citigroup
1
Citigroup
New York
$32M
2
DWA
2
Dorsey Wright & Associates
California
$1.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Barclays
4
Barclays
United Kingdom
$8.18M
5
JIR
5
James Investment Research
Ohio
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
226
FineMark National Bank & Trust
Florida
$53K – – –
VIA
227
Virtus Investment Advisers
Connecticut
$49K -$127K -1,190 -72%
SFPM
228
Sensible Financial Planning & Management
Massachusetts
$47K – – –
MAM
229
Mizuho Asset Management
Japan
$46K +$2.32K +22 +5%
KT
230
Kanaly Trust
Texas
$42K +$2.14K +20 +5%
BRWM
231
B. Riley Wealth Management
Tennessee
$41K – – –
NES
232
New England Securities
New York
$41K +$106 +1 +0.3%
WA
233
WFG Advisors
Texas
$40K -$13.1K -123 -25%
ClearBridge Investments
234
ClearBridge Investments
New York
$40K -$643 -6 -2%
ECM
235
Exchange Capital Management
Michigan
$40K +$40K +375 New
AIM
236
Assured Investment Management
New York
$36K – – –
BOK
237
Bank of Kentucky
Kentucky
$36K – – –
VCM
238
Vigilant Capital Management
Maine
$35K – – –
AIP
239
Ameritas Investment Partners
Nebraska
$30K +$30K +292 New
ACS
240
Archford Capital Strategies
Illinois
$29K – – –
P
241
Palladiem
Pennsylvania
$26K +$26K +245 New
TIM
242
Tortoise Investment Management
New York
$21K -$221K -2,097 -91%
CG
243
Colony Group
Massachusetts
$20K – – –
AA
244
Apriem Advisors
California
$19K +$19K +182 New
SSB
245
Sandy Spring Bank
Maryland
$13K +$13K +122 New
TWA
246
TCI Wealth Advisors
Arizona
$12K – – –
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
OIA
248
Optimum Investment Advisors
Illinois
$11K – – –
WA
249
Winfield Associates
Ohio
$9K – – –
BBHC
250
Brown Brothers Harriman & Co
New York
$9K +$9K +84 New
8 9
10
11 12