We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

358 hedge funds and large institutions have $5.03B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 130 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $631M | Put options by funds: $474M

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

13% more funds holding in top 10

Funds holding in top 10: 32 → 36 (+4)

1.8% more ownership

Funds ownership: 64.76% → 66.56% (+1.8%)

2% more capital invested

Capital invested by funds: $4.94B → $5.03B (+$87.9M)

1% more funds holding

Funds holding: 356 → 358 (+2)

3% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 130

Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.91%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.9%
New
50
Increased
126
Reduced
130
Closed
41
Calls
$631M
Puts
$474M
Net Calls
+$158M
Net Calls Change
+$695K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$153M
2
Ameriprise
Ameriprise
Minnesota
+$77M
3
CC
Cedar Capital
Illinois
+$58.1M
4
BlackRock
BlackRock
New York
+$49.1M
5
USAA
United Services Automobile Association
Texas
+$45.3M

Top Sellers

1
IL
Investure LLC
Virginia
-$154M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$73.7M
3
WIM
Windhaven Investment Management
Massachusetts
-$40M
4
ACP
Aveo Capital Partners
Colorado
-$29.1M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
226
Kingsview Wealth Management
Oregon
$474K +$472K +4,490 New
SI
227
SII Investments
Wisconsin
$471K +$465K +4,424 New
CCFCSB
228
Cape Cod Five Cents Savings Bank
Massachusetts
$461K -$10.7K -102 -2%
BRWA
229
B. Riley Wealth Advisors
Florida
$457K +$454K +4,326 New
OMC
230
Old Mission Capital
Illinois
$448K +$2.23M +21,200 New
CS
231
Comerica Securities
Michigan
$447K +$445K +4,236 New
OC
232
Oppenheimer & Co
New York
$445K -$33.6K -320 -7%
PGFC
233
Peapack-Gladstone Financial Corp
New Jersey
$438K +$164K +1,564 +61%
FC
234
Forte Capital
New York
$437K – – –
HS
235
Huntington Steele
Pennsylvania
$429K – – –
HSBC Holdings
236
HSBC Holdings
United Kingdom
$425K +$423K +4,029 New
AWA
237
ARS Wealth Advisors
Florida
$418K -$1.38M -13,166 -77%
DE
238
Day & Ennis
Georgia
$412K +$410K +3,899 New
Betterment LLC
239
Betterment LLC
New York
$403K +$2.63K +25 +0.7%
Lido Advisors
240
Lido Advisors
California
$403K +$400K +3,809 New
CFB
241
Cullen/Frost Bankers
Texas
$395K -$113K -1,077 -22%
WS
242
Wedbush Securities
California
$394K -$17.1K -163 -4%
CAAS
243
Capital Asset Advisory Services
Michigan
$389K +$387K +3,686 New
NB
244
NBT Bank
New York
$381K -$2K -19 -0.5%
VF
245
Virtu Financial
New York
$379K -$59.7K -568 -14%
BWAM
246
Boyd Watterson Asset Management
Ohio
$376K -$953K -9,072 -72%
BA
247
Boston Advisors
Massachusetts
$374K -$105K -1,000 -22%
Charles Schwab
248
Charles Schwab
California
$363K -$117K -1,111 -24%
AB
249
Atlas Brown
Kentucky
$349K +$347K +3,305 New
PSUF
250
People's United Financial
Connecticut
$334K +$5.36K +51 +2%
8 9
10
11 12

IEF Hedge Fund Activity: Q1 2017 in Review

358 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2017, worth a combined $5.03B — up 1.8% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IEF positions and 41 closed out — a net gain of 9 holders — while 126 added to existing stakes and 130 trimmed.

The largest buyer was Wells Fargo, adding an estimated $153M. The largest seller was Investure LLC, exiting entirely with an estimated $154M sold.

  • 358 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2017, up from 356 in Q4 2016.
  • Funds reported $5.03B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2017, up 1.8% quarter-over-quarter.
  • 50 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2017 and 41 closed out, a net change of +9 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2017 was Wells Fargo, an estimated $153M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2017 was Investure LLC, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2017.