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iShares 7-10 Year Treasury Bond ETF

369 hedge funds and large institutions have $5.63B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

33% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 116

12% more capital invested

Capital invested by funds: $5.03B → $5.63B (+$606M)

6.26% more ownership

Funds ownership: 66.56%72.82% (+6.3%)

3% more funds holding

Funds holding: 358369 (+11)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

78% less call options, than puts

Call options by funds: $132M | Put options by funds: $608M

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
9.2%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.87%
New
48
Increased
154
Reduced
116
Closed
35
Calls
$132M
Puts
$608M
Net Calls
-$476M
Net Calls Change
-$634M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$621K -$143K -1,340 -19%
VWM
227
Venturi Wealth Management
Texas
$616K -$48K -449 -7%
FFS
228
Founders Financial Securities
Maryland
$600K -$41.4K -388 -6%
JMFC
229
J.M. Forbes & Co
Massachusetts
$594K +$20.7K +194 +4%
CCA
230
Checchi Capital Advisers
California
$588K -$31.8K -298 -5%
AIG
231
American International Group
New York
$565K
SFS
232
Sowell Financial Services
Arkansas
$562K +$293K +2,746 +109%
M&T Bank
233
M&T Bank
New York
$557K +$558K +5,222 New
CWM
234
Concert Wealth Management
California
$548K +$547K +5,123 New
WA
235
Winfield Associates
Ohio
$535K -$10.7K -100 -2%
LWM
236
Lyons Wealth Management
Florida
$525K +$527K +4,930 New
TNBTD
237
Trustmark National Bank Trust Department
Mississippi
$520K -$157K -1,471 -23%
MBTD
238
Mechanics Bank - Trust Department
California
$516K -$10.7K -100 -2%
IIA
239
IPG Investment Advisors
California
$512K +$513K +4,800 New
KWMG
240
King Wealth Management Group
Florida
$502K -$31.2K -292 -6%
AB
241
Atlas Brown
Kentucky
$472K +$120K +1,123 +34%
CCFCSB
242
Cape Cod Five Cents Savings Bank
Massachusetts
$455K -$10.7K -100 -2%
OC
243
Oppenheimer & Co
New York
$447K -$2.14K -20 -0.5%
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$442K
FC
245
Forte Capital
New York
$442K
HS
246
Huntington Steele
Pennsylvania
$433K
Lido Advisors
247
Lido Advisors
California
$406K +$107 +1 +0%
CFB
248
Cullen/Frost Bankers
Texas
$405K +$6.3K +59 +2%
WI
249
Wintrust Investments
Illinois
$405K +$200K +1,872 +97%
CAAS
250
Capital Asset Advisory Services
Michigan
$397K +$2.67K +25 +0.7%

IEF Hedge Fund Activity: Q2 2017 in Review

369 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2017, worth a combined $5.63B — up 12% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IEF positions and 35 closed out — a net gain of 13 holders — while 154 added to existing stakes and 116 trimmed.

The largest buyer was Ameriprise, adding an estimated $364M. The largest seller was UBS Group, cutting an estimated $221M.

  • 369 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2017, up from 358 in Q1 2017.
  • Funds reported $5.63B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2017, up 12% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2017 and 35 closed out, a net change of +13 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $364M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2017 was UBS Group, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2017.