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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

409 hedge funds and large institutions have $5.31B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+46
Holders Change %
+12.67%
% of All Funds
9.29%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
81
Increased
150
Reduced
117
Closed
30
Calls
$444M
Puts
$1.05B
Net Calls
-$605M
Net Calls Change
+$30.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$270M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$370M
3
BlackRock
BlackRock
New York
$164M
4
WIM
Windhaven Investment Management
Massachusetts
$129M
5
MAM
Meeder Asset Management
Ohio
$55.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.3M
2
Bank of America
Bank of America
North Carolina
$316M
3
Jane Street
Jane Street
New York
$2.23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$96.2M
5
WI
WBI Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UIA
226
UBP Investment Advisors
Switzerland
$830K +$830K +7,862 New
TFCP
227
Twin Focus Capital Partners
Massachusetts
$812K -$96.5K -914 -11%
HSA
228
HBK Sorce Advisory
Pennsylvania
$812K +$135K +1,278 +20%
LFAS
229
Level Four Advisory Services
Texas
$804K +$535K +5,065 +198%
ANB
230
Amarillo National Bank
Texas
$798K – – –
BA
231
BCM Advisors
Louisiana
$790K +$790K +6,228 New
William Blair & Company
232
William Blair & Company
Illinois
$778K +$273K +2,583 +54%
A
233
AdvicePeriod
California
$765K +$765K +7,249 New
FAIM
234
Financial Advocates Investment Management
Washington
$738K +$738K +6,990 New
State Street
235
State Street
Massachusetts
$737K +$67.3K +637 +10%
CIAS
236
Capital Investment Advisory Services
North Carolina
$734K +$4.22K +40 +0.6%
SFS
237
Sowell Financial Services
Arkansas
$715K +$149K +1,429 +26%
WIC
238
Whitegate Investment Counselors
New Hampshire
$703K -$6.23K -59 -0.9%
KWMG
239
King Wealth Management Group
Florida
$670K +$99.8K +946 +18%
VF
240
Virtu Financial
New York
$660K -$5.42M -51,375 -89%
PI
241
PineBridge Investments
New York
$644K – – –
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
$632K -$4.01K -38 -0.6%
LWM
243
Lyons Wealth Management
Florida
$630K +$630K +5,926 New
CCA
244
Checchi Capital Advisers
California
$628K +$35.8K +339 +6%
AWM
245
Avior Wealth Management
Nebraska
$619K -$1.48K -14 -0.2%
Chevy Chase Trust
246
Chevy Chase Trust
Maryland
$611K – – –
JMFC
247
J.M. Forbes & Co
Massachusetts
$595K +$595K +5,638 New
TIM
248
Tortoise Investment Management
New York
$594K -$70.9K -672 -11%
WA
249
Winfield Associates
Ohio
$581K +$50.2K +475 +9%
IWP
250
Icon Wealth Partners
Texas
$579K +$579K +5,486 New
8 9
10
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