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iShares 7-10 Year Treasury Bond ETF

251 hedge funds and large institutions have $4.69B invested in iShares 7-10 Year Treasury Bond ETF in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

855% more call options, than puts

Call options by funds: $1.33B | Put options by funds: $140M

3% less capital invested

Capital invested by funds: $4.83B → $4.69B (-$142M)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

1.56% less ownership

Funds ownership: 76.24%74.68% (-1.6%)

2% less funds holding

Funds holding: 256251 (-5)

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

Holders
251
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
6.76%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.54%
New
30
Increased
91
Reduced
95
Closed
31
Calls
$1.33B
Puts
$140M
Net Calls
+$1.19B
Net Calls Change
+$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
226
Brouwer & Janachowski
California
$22K +$22.3K +209 New
CG
227
Colony Group
Massachusetts
$20K -$19.8K -186 -49%
PCTC
228
Perkins Coie Trust Company
Washington
$19K +$18.8K +177 New
ZB
229
Zions Bancorporation
Utah
$18K +$639 +6 +3%
CBT
230
Central Bank & Trust
Kentucky
$15K +$14.9K +140 New
First Manhattan
231
First Manhattan
New York
$15K +$15.5K +146 New
SEI Investments
232
SEI Investments
Pennsylvania
$13K -$639 -6 -5%
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$12K
TWA
234
TCI Wealth Advisors
Arizona
$12K
SCA
235
Strategic Capital Alternatives
United States
$10K +$10.5K +99 New
WA
236
Winfield Associates
Ohio
$9K
CTC
237
Central Trust Company
Missouri
$9K +$9.05K +85 New
CMO
238
Covenant Multifamily Offices
Texas
$7K
SFPM
239
Sensible Financial Planning & Management
Massachusetts
$7K +$7.03K +66 New
WEC
240
Winslow Evans & Crocker
Massachusetts
$6.72K +$2.13K +20 +43%
BRWM
241
B. Riley Wealth Management
Tennessee
$6K -$38.8K -364 -85%
FHC
242
First Heartland Consultants
Missouri
$5.25K -$4.27M -40,083 -45%
TIM
243
Tortoise Investment Management
New York
$5K
FANJ
244
Financial Architects (New Jersey)
New Jersey
$4K
W
245
Wealthfront
California
$3K +$1.17K +11 +85%
RFA
246
Reilly Financial Advisors
California
$1K -$5.43K -51 -91%
BCM
247
Brookstone Capital Management
Illinois
$1K +$1.38K +13 New
MAS
248
Madden Advisory Services
Florida
$1K +$1.38K +13 New
Manulife (Manufacturers Life Insurance)
249
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$284 -$564K -5,297 -66%
WI
250
WBI Investments
New Jersey
-$124M -1,140,824 Closed

IEF Hedge Fund Activity: Q2 2015 in Review

251 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2015, worth a combined $4.69B — down 2.9% from $4.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of IEF and 30 opened new positions — a net loss of 1 holder — while 95 trimmed existing stakes and 91 added.

The largest buyer was Graticule Asia Macro Advisors, opening a new position worth an estimated $142M. The largest seller was WBI Investments, exiting entirely with an estimated $124M sold.

  • 251 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2015, down from 256 in Q1 2015.
  • Funds reported $4.69B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2015, down 2.9% quarter-over-quarter.
  • 30 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2015 and 31 closed out, a net change of -1 holder.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2015 was Graticule Asia Macro Advisors, an estimated $142M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2015 was WBI Investments, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2015.