IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

262 hedge funds and large institutions have $5.15B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+57
Holders Change %
+27.8%
% of All Funds
6.99%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.83%
New
77
Increased
77
Reduced
72
Closed
16
Calls
$8.63M
Puts
$73.7M
Net Calls
-$65.1M
Net Calls Change
+$4.97M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$540M
2
WIM
2
Windhaven Investment Management
Massachusetts
$738M
3
CS
3
Credit Suisse
Switzerland
$123M
4
Bank of America
4
Bank of America
North Carolina
$243M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$102M

Top Sellers

1
Citigroup
1
Citigroup
New York
$32M
2
DWA
2
Dorsey Wright & Associates
California
$1.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Barclays
4
Barclays
United Kingdom
$8.18M
5
JIR
5
James Investment Research
Ohio
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
251
SEI Investments
Pennsylvania
$9K +$9K +88 New
BCI
252
Brinker Capital Investments
Pennsylvania
$7K -$106 -1 -1%
CMO
253
Covenant Multifamily Offices
Texas
$7K – – –
FANJ
254
Financial Architects (New Jersey)
New Jersey
$4K -$5.64K -55 -59%
CCS
255
Crosspoint Capital Strategies
California
$3K – – –
W
256
Wealthfront
California
$3K +$3K +24 New
FCCM
257
First City Capital Management
Georgia
$2.65K – – –
CFN
258
Cordasco Financial Network
Florida
$2K -$10.5K -84 -84%
BRWA
259
B. Riley Wealth Advisors
Florida
$1.42K +$1.42K +13,422 New
NG
260
NatWest Group
United Kingdom
$1.39K +$51 +480 +4%
MAS
261
Madden Advisory Services
Florida
$1K – – –
Manulife (Manufacturers Life Insurance)
262
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$286 – – –
Ohio Public Employees Retirement System (OPERS)
263
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$7.85M -75,789 Closed
WOA
264
Water Oak Advisors
Florida
– -$4.06M -39,200 Closed
AGA
265
Accuvest Global Advisors
Utah
– -$2.99M -28,825 Closed
IA
266
IndexIQ Advisors
New York
– -$1.27M -12,213 Closed
RCM
267
Rotella Capital Management
Washington
– -$1.21M -11,700 Closed
FNYS
268
First New York Securities
New York
– -$359K -5,100 Closed
WAM
269
Wolverine Asset Management
Illinois
– -$352K -3,400 Closed
Nomura Holdings
270
Nomura Holdings
Japan
– -$206K -1,988 Closed
SCA
271
Strategic Capital Alternatives
United States
– -$88K -853 Closed
OCM
272
One Capital Management
California
– -$20K -190 Closed
EMA
273
Efficient Market Advisors
California
– -$17K -161 Closed
FIG
274
Fusion Investment Group
Pennsylvania
– -$10K -92 Closed
WA
275
Waverly Advisors
Alabama
– -$9K -90 Closed
8 9 10
11
12