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iShares 7-10 Year Treasury Bond ETF

379 hedge funds and large institutions have $6.79B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.36B → $6.79B (+$434M)

0.83% more ownership

Funds ownership: 74.82%75.65% (+0.83%)

2% less funds holding

Funds holding: 387379 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

26% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 150

37% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $3.01B

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% of All Funds
8.66%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.64%
New
48
Increased
111
Reduced
150
Closed
56
Calls
$1.91B
Puts
$3.01B
Net Calls
-$1.1B
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$375K +$92K +902 +32%
FHA
252
First Horizon Advisors
Tennessee
$374K +$295K +2,892 +358%
NFG
253
Next Financial Group
Texas
$365K -$217K -2,131 -37%
BWAM
254
Boyd Watterson Asset Management
Ohio
$354K -$101K -991 -22%
SJIC
255
St. James Investment Company
Texas
$346K
Fisher Asset Management
256
Fisher Asset Management
Washington
$335K +$20.3K +199 +6%
Nomura Holdings
257
Nomura Holdings
Japan
$330K +$334K +3,274 New
TIM
258
Tortoise Investment Management
New York
$326K -$100K -980 -23%
IA
259
IFG Advisory
Georgia
$320K +$60.9K +597 +23%
PG
260
Patten Group
Tennessee
$319K -$93K -912 -22%
CCM
261
Coldstream Capital Management
Washington
$314K
Prudential Financial
262
Prudential Financial
New Jersey
$307K +$310K +3,039 New
Betterment LLC
263
Betterment LLC
New York
$306K +$13.8K +135 +5%
SCM
264
Stordahl Capital Management
Colorado
$303K
SS
265
Simplicity Solutions
Minnesota
$289K -$197K -1,931 -40%
AWM
266
AE Wealth Management
Kansas
$289K +$292K +2,861 New
VA
267
Valmark Advisers
Ohio
$284K -$5.2K -51 -2%
LA
268
LVW Advisors
New York
$283K +$4.39K +43 +2%
XS
269
XR Securities
Illinois
$280K +$283K +2,770 New
SHIM
270
Stone House Investment Management
Pennsylvania
$276K -$237K -2,323 -46%
BAAM
271
Baker Avenue Asset Management
California
$276K +$279K +2,732 New
DE
272
Day & Ennis
Georgia
$273K -$241K -2,363 -47%
B
273
Bellecapital
Switzerland
$269K +$271K +2,659 New
LS
274
Lattice Strategies
Pennsylvania
$266K -$1.02K -10 -0.4%
PAM
275
Peak Asset Management
Colorado
$260K

IEF Hedge Fund Activity: Q3 2018 in Review

379 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2018, worth a combined $6.79B — up 6.8% from $6.36B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IEF and 48 opened new positions — a net loss of 8 holders — while 150 trimmed existing stakes and 111 added.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was State Street, cutting an estimated $96.2M.

  • 379 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2018, down from 387 in Q2 2018.
  • Funds reported $6.79B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2018, up 6.8% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2018 and 56 closed out, a net change of -8 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2018 was Ameriprise, an estimated $284M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2018 was State Street, an estimated $96.2M sold.

Based on aggregated 13F filings for Q3 2018.