iShares 7-10 Year Treasury Bond ETF
435 hedge funds and large institutions have $8.05B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 128 increasing their positions, 142 reducing their positions, and 49 closing their positions.
124% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 49
107% more funds holding in top 10
Funds holding in top 10: 28 → 58 (+30)
18% more capital invested
Capital invested by funds: $6.79B → $8.05B (+$1.25B)
15% more funds holding
Funds holding: 379 → 435 (+56)
1.34% more ownership
Funds ownership: 75.65% → 76.99% (+1.3%)
10% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 142
42% less call options, than puts
Call options by funds: $1.49B | Put options by funds: $2.59B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$142M |
| 2 |
Morgan Stanley
New York
|
+$126M |
| 3 |
Goldman Sachs
New York
|
+$121M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$119M |
| 5 |
SG Americas Securities
New York
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$254M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$238M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$143M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$138M |
| 5 |
SCM
Saba Capital Management
New York
|
-$94.3M |
IEF Hedge Fund Activity: Q4 2018 in Review
435 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2018, worth a combined $8.05B — up 18% from $6.79B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new IEF positions and 49 closed out — a net gain of 61 holders — while 128 added to existing stakes and 142 trimmed.
The largest buyer was Atria Investments, adding an estimated $142M. The largest seller was Ameriprise, cutting an estimated $254M.
- 435 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2018, up from 379 in Q3 2018.
- Funds reported $8.05B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2018, up 18% quarter-over-quarter.
- 110 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2018 and 49 closed out, a net change of +61 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2018 was Atria Investments, an estimated $142M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2018 was Ameriprise, an estimated $254M sold.
Based on aggregated 13F filings for Q4 2018.