We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF

344 hedge funds and large institutions have $7.07B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 135 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $660M | Put options by funds: $288M

119% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 36

35% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 100

26% more funds holding in top 10

Funds holding in top 10: 4354 (+11)

25% more capital invested

Capital invested by funds: $5.64B → $7.07B (+$1.42B)

12% more funds holding

Funds holding: 307344 (+37)

1.29% less ownership

Funds ownership: 69.63%68.35% (-1.3%)

Holders
344
Holders Change
+37
Holders Change %
+12.05%
% of All Funds
9.17%
Holding in Top 10
54
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25.58%
% of All Funds
1.44%
New
79
Increased
135
Reduced
100
Closed
36
Calls
$660M
Puts
$288M
Net Calls
+$372M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
226
Virtu Financial
New York
$575K -$1.87M -17,130 -77%
GF
227
Gabelli Funds
New York
$552K
CCA
228
Checchi Capital Advisers
California
$546K -$10.6K -97 -2%
CCMG
229
Clark Capital Management Group
Pennsylvania
$535K -$36.9M -338,758 -99%
HSA
230
HBK Sorce Advisory
Pennsylvania
$530K +$523K +4,797 New
RJT
231
Raymond James Trust
Florida
$524K -$358K -3,284 -41%
TSS
232
Two Sigma Securities
New York
$518K +$512K +4,691 New
CM
233
Cornerstone Management
Georgia
$482K +$71.2K +653 +18%
CC
234
Cadinha & Co
Hawaii
$469K +$5.02K +46 +1%
FC
235
Forte Capital
New York
$457K +$14.4K +132 +3%
CAM
236
Concorde Asset Management
Michigan
$449K -$1.97M -18,032 -82%
RFC
237
Regions Financial Corp
Alabama
$449K +$73.7K +676 +20%
SKK
238
Shepherd Kaplan Krochuk
Massachusetts
$447K -$291K -2,669 -40%
BPC
239
Banque Pictet & Cie
Switzerland
$441K
Comerica Bank
240
Comerica Bank
Texas
$427K +$192K +1,764 +84%
Lido Advisors
241
Lido Advisors
California
$427K +$422K +3,867 New
CIC
242
Carnegie Investment Counsel
Ohio
$426K -$57.3K -525 -12%
NB
243
NBT Bank
New York
$421K -$8.62K -79 -2%
CWM
244
Calamos Wealth Management
Illinois
$419K +$6.22K +57 +2%
AIM
245
Anchor Investment Management
South Carolina
$416K +$411K +3,770 New
HS
246
Huntington Steele
Pennsylvania
$413K
PFS
247
Prospera Financial Services
Texas
$399K -$24.5K -225 -6%
BFEC
248
Benjamin F. Edwards & Company
Missouri
$391K +$71.8K +658 +23%
PMAM
249
Picton Mahoney Asset Management
Ontario, Canada
$386K +$382K +3,500 New
BA
250
Boston Advisors
Massachusetts
$382K -$222K -2,040 -37%

IEF Hedge Fund Activity: Q1 2016 in Review

344 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2016, worth a combined $7.07B — up 25% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IEF positions and 36 closed out — a net gain of 43 holders — while 135 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $335M. The largest seller was United Services Automobile Association, cutting an estimated $56.3M.

  • 344 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2016, up from 307 in Q4 2015.
  • Funds reported $7.07B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2016, up 25% quarter-over-quarter.
  • 79 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2016 and 36 closed out, a net change of +43 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2016 was Bank of America, an estimated $335M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2016 was United Services Automobile Association, an estimated $56.3M sold.

Based on aggregated 13F filings for Q1 2016.