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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

363 hedge funds and large institutions have $5.36B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-6
Holders Change %
-1.63%
% of All Funds
9.06%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.82%
New
41
Increased
152
Reduced
116
Closed
43
Calls
$97.3M
Puts
$733M
Net Calls
-$636M
Net Calls Change
-$160M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$357M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$59.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$262M
4
CPO
Cerity Partners OCIO
New York
$60.5M
5
MIAN
Mariner Independent Advisor Network
Kansas
$40.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$487M
2
Bank of America
Bank of America
North Carolina
$550M
3
WIM
Windhaven Investment Management
Massachusetts
$72M
4
Wells Fargo
Wells Fargo
California
$496M
5
Morgan Stanley
Morgan Stanley
New York
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
226
State Street
Massachusetts
$675K – – –
TIM
227
Tortoise Investment Management
New York
$671K -$186K -1,747 -22%
PI
228
PineBridge Investments
New York
$650K -$884K -8,300 -58%
LWM
229
Lyell Wealth Management
California
$647K +$10.7K +100 +2%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$644K +$21.2K +198 +3%
SS
231
Simplicity Solutions
Minnesota
$633K -$470K -4,408 -43%
AWM
232
Avior Wealth Management
Nebraska
$626K +$6.07K +57 +1%
Chevy Chase Trust
233
Chevy Chase Trust
Maryland
$616K +$616K +5,784 New
CCA
234
Checchi Capital Advisers
California
$597K +$10.4K +98 +2%
SFS
235
Sowell Financial Services
Arkansas
$577K +$19K +179 +3%
KWMG
236
King Wealth Management Group
Florida
$575K +$73.9K +694 +15%
QFA
237
Quattro Financial Advisors
Texas
$569K -$248K -2,338 -30%
AIG
238
American International Group
New York
$565K – – –
SFM
239
Signet Financial Management
New Jersey
$558K +$252K +2,362 +82%
Manulife (Manufacturers Life Insurance)
240
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$552K -$13.2M -123,409 -96%
PFS
241
Prospera Financial Services
Texas
$537K -$983K -9,240 -65%
WA
242
Winfield Associates
Ohio
$535K – – –
TNBTD
243
Trustmark National Bank Trust Department
Mississippi
$519K – – –
MBTD
244
Mechanics Bank - Trust Department
California
$516K – – –
William Blair & Company
245
William Blair & Company
Illinois
$510K -$875K -8,209 -63%
SAM
246
Shamrock Asset Management
Texas
$497K +$278K +2,607 +127%
AB
247
Atlas Brown
Kentucky
$488K +$16.4K +154 +3%
CCMG
248
Clark Capital Management Group
Pennsylvania
$488K +$488K +4,580 New
BTNA
249
Bremer Trust National Association
Minnesota
$450K +$450K +4,225 New
RJT
250
Raymond James Trust
Florida
$448K -$318K -2,988 -42%
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