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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

356 hedge funds and large institutions have $4.94B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 151 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.91%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.8%
New
66
Increased
88
Reduced
151
Closed
64
Calls
$672M
Puts
$515M
Net Calls
+$157M
Net Calls Change
+$282M

Top Buyers

1
IL
Investure LLC
Virginia
$154M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$157M
3
BA
BlackRock Advisors
Delaware
$50.4M
4
Jane Street
Jane Street
New York
$45M
5
FAG
Financial Advisory Group
Texas
$27.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.7M
2
CSIA
Charles Schwab Investment Advisory
California
$53.9M
3
UBS Group
UBS Group
Switzerland
$433M
4
Morgan Stanley
Morgan Stanley
New York
$125M
5
WIM
Windhaven Investment Management
Massachusetts
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
226
Boston Advisors
Massachusetts
$476K -$149K -1,420 -24%
Charles Schwab
227
Charles Schwab
California
$476K +$476K +4,541 New
CAM
228
Concorde Asset Management
Michigan
$475K -$22.7K -217 -5%
OC
229
Oppenheimer & Co
New York
$475K -$2.1K -20 -0.4%
SH
230
Svenska Handelsbanken
Sweden
$472K +$472K +4,500 New
CCFCSB
231
Cape Cod Five Cents Savings Bank
Massachusetts
$469K +$192K +1,830 +69%
JIP
232
Jaffetilchin Investment Partners
Florida
$455K +$455K +4,339 New
VF
233
Virtu Financial
New York
$436K -$15.7K -150 -3%
FC
234
Forte Capital
New York
$434K – – –
HS
235
Huntington Steele
Pennsylvania
$426K +$33.6K +320 +9%
RJT
236
Raymond James Trust
Florida
$422K -$4.19K -40 -1%
RIA
237
Regal Investment Advisors
Michigan
$419K -$543K -5,179 -56%
CAM
238
Caprin Asset Management
Virginia
$408K -$226K -2,159 -36%
WS
239
Wedbush Securities
California
$408K -$140K -1,339 -26%
Betterment LLC
240
Betterment LLC
New York
$398K -$196K -1,874 -33%
ACM
241
Alethea Capital Management
Washington
$392K – – –
NB
242
NBT Bank
New York
$381K -$4.72K -45 -1%
BIAS
243
Beacon Investment Advisory Services
New Jersey
$376K – – –
VWM
244
Venturi Wealth Management
Texas
$376K +$376K +3,589 New
MG
245
Mitchell Group
Texas
$358K -$91K -3,933 -20%
MA
246
MUFG Americas
New York
$355K +$243K +2,317 +217%
IPC
247
Independent Portfolio Consultants
Florida
$346K -$331K -3,160 -49%
CC
248
Cadinha & Co
Hawaii
$333K -$100K -954 -23%
OIA
249
Optimum Investment Advisors
Illinois
$329K -$262K -2,500 -44%
SYBT
250
Stock Yards Bank & Trust
Kentucky
$327K -$787K -7,500 -71%
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