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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
VWA
251
V Wealth Advisors
Kansas
$395K +$179K +1,680 +83%
TG
252
Threshold Group
Washington
$384K -$384K -3,598 -50%
BA
253
Boston Advisors
Massachusetts
$377K
NB
254
NBT Bank
New York
$376K -$9.19K -86 -2%
MLM
255
Mount Lucas Management
Pennsylvania
$373K +$373K +3,496 New
Charles Schwab
256
Charles Schwab
California
$366K
BWAM
257
Boyd Watterson Asset Management
Ohio
$355K -$24.7K -231 -6%
Fisher Asset Management
258
Fisher Asset Management
Washington
$342K +$18.9K +177 +6%
OIA
259
Optimum Investment Advisors
Illinois
$334K
SYBT
260
Stock Yards Bank & Trust
Kentucky
$332K
AP
261
Atwood & Palmer
Missouri
$320K
SFM
262
Signet Financial Management
New Jersey
$306K +$42.1K +394 +16%
CC
263
Cadinha & Co
Hawaii
$305K +$214 +2 +0.1%
Betterment LLC
264
Betterment LLC
New York
$294K -$113K -1,062 -28%
LA
265
LVW Advisors
New York
$288K
PSUF
266
People's United Financial
Connecticut
$275K -$63.1K -591 -19%
BSW
267
Buckingham Strategic Wealth
Missouri
$275K +$275K +2,579 New
PAM
268
Peak Asset Management
Colorado
$274K -$40K -375 -13%
AWA
269
ARS Wealth Advisors
Florida
$273K -$149K -1,398 -35%
WPC
270
White Pine Capital
Minnesota
$273K
BTIS
271
BB&T Investment Services
North Carolina
$273K +$148K +1,384 +112%
SFG
272
StrategIQ Financial Group
Indiana
$269K -$3.31K -31 -1%
BRWA
273
B. Riley Wealth Advisors
Florida
$268K -$195K -1,824 -42%
HS
274
HighVista Strategies
Massachusetts
$258K
LS
275
Lattice Strategies
Pennsylvania
$256K -$1.07K -10 -0.4%

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.