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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

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
Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
9.21%
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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$803M
2
Bank of America
Bank of America
North Carolina
$715M
3
Goldman Sachs
Goldman Sachs
New York
$130M
4
Morgan Stanley
Morgan Stanley
New York
$187M
5
BlackRock
BlackRock
New York
$119M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$208M
2
CSIA
Charles Schwab Investment Advisory
California
$0
3
GB
Gunma Bank
Japan
$0
4
AssetMark Inc
AssetMark Inc
California
$65.8M
5
WCM
Wealthcare Capital Management
Virginia
$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Avior Wealth Management
Nebraska
$621K -$143K -1,340 -19%
VWM
227
Venturi Wealth Management
Texas
$616K -$47.9K -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 +$557K +5,222 New
CWM
234
Concert Wealth Management
California
$548K +$548K +5,123 New
WA
235
Winfield Associates
Ohio
$535K -$10.7K -100 -2%
LWM
236
Lyons Wealth Management
Florida
$525K +$525K +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 +$512K +4,800 New
KWMG
240
King Wealth Management Group
Florida
$502K -$31.1K -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 -$2.13K -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%
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