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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

387 hedge funds and large institutions have $6.36B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.87%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.73%
New
41
Increased
140
Reduced
139
Closed
44
Calls
$1.57B
Puts
$2.58B
Net Calls
-$1B
Net Calls Change
-$264M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$547M
2
PAG
2
Pinnacle Advisory Group
Maryland
$94.1M
3
SWM
3
SVA Wealth Management
Wisconsin
$74.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$69.9M
5
UBS Group
5
UBS Group
Switzerland
$408M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$910M
2
Morgan Stanley
2
Morgan Stanley
New York
$166M
3
IL
3
Investure LLC
Virginia
$0
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$14.1M
5
3AM
5
3EDGE Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
251
Capital Asset Advisory Services
Michigan
$420K +$66.5K +649 +19%
PG
252
Patten Group
Tennessee
$417K -$184K -1,798 -31%
BIAS
253
Beacon Investment Advisory Services
New Jersey
$415K -$253K -2,466 -38%
SEI Investments
254
SEI Investments
Pennsylvania
$407K +$353K +3,441 +648%
SFG
255
SNS Financial Group
Minnesota
$406K +$406K +3,959 New
SXL
256
Summit X LLC
Missouri
$400K +$8.04K +77 +2%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$395K +$193K +1,884 +96%
LPT
258
Legacy Private Trust
Wisconsin
$381K +$381K +3,715 New
FHA
259
Flagship Harbor Advisors
Massachusetts
$362K +$362K +3,532 New
SJIC
260
St. James Investment Company
Texas
$350K -$202K -1,975 -37%
BRWA
261
B. Riley Wealth Advisors
Florida
$335K -$2.77K -27 -0.8%
Fisher Asset Management
262
Fisher Asset Management
Washington
$319K -$1.13K -11 -0.4%
CCM
263
Coldstream Capital Management
Washington
$318K -$181K -1,762 -36%
SCM
264
Stordahl Capital Management
Colorado
$310K -$1.23K -12 -0.4%
PAM
265
Palisade Asset Management
Minnesota
$308K – – –
Northern Trust
266
Northern Trust
Illinois
$306K +$306K +5,816 New
Betterment LLC
267
Betterment LLC
New York
$296K +$296K +2,886 New
VA
268
Valmark Advisers
Ohio
$293K -$59.8K -583 -17%
IWM
269
IHT Wealth Management
Illinois
$287K +$73.9K +721 +35%
LA
270
LVW Advisors
New York
$283K +$6.16K +60 +2%
SCA
271
Snowden Capital Advisors
New York
$276K -$27.8K -271 -9%
LS
272
Lattice Strategies
Pennsylvania
$271K +$21.6K +210 +9%
SBA
273
Secrest Blakey & Associates
North Carolina
$269K +$205 +2 +0.1%
PGA
274
Premia Global Advisors
Florida
$266K +$158K +1,546 +147%
SG Americas Securities
275
SG Americas Securities
New York
$265K -$292K -2,844 -52%
9 10
11
12 13