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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

356 hedge funds and large institutions have $4.94B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 151 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.91%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.8%
New
66
Increased
88
Reduced
151
Closed
64
Calls
$672M
Puts
$515M
Net Calls
+$157M
Net Calls Change
+$282M

Top Buyers

1
IL
Investure LLC
Virginia
$154M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$157M
3
BA
BlackRock Advisors
Delaware
$50.4M
4
Jane Street
Jane Street
New York
$45M
5
FAG
Financial Advisory Group
Texas
$27.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.7M
2
CSIA
Charles Schwab Investment Advisory
California
$53.9M
3
UBS Group
UBS Group
Switzerland
$433M
4
Morgan Stanley
Morgan Stanley
New York
$125M
5
WIM
Windhaven Investment Management
Massachusetts
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
276
Noven Financial Group
Colorado
$238K -$238K -2,273 -50%
WA
277
WESPAC Advisors
California
$235K -$12.1K -115 -5%
LS
278
Lattice Strategies
Pennsylvania
$233K – – –
MSAM
279
Moloney Securities Asset Management
Missouri
$230K +$230K +2,191 New
PAMG
280
Patton Albertson Miller Group
Tennessee
$202K +$202K +1,929 New
WA
281
WFG Advisors
Texas
$200K -$31.4K -300 -14%
IIC
282
Integrated Investment Consultants
Michigan
$168K – – –
RFS
283
Rockefeller Financial Services
New York
$151K +$151K +1,440 New
BJ
284
BlackRock Japan
Japan
$148K -$62.6K -598 -30%
EDRH
285
Edmond de Rothschild Holding
Switzerland
$146K -$274K -2,610 -65%
WA
286
WealthTrust-Arizona
Arizona
$140K -$49.3K -470 -26%
AWM
287
AllSquare Wealth Management
New York
$131K – – –
MIM
288
Macroview Investment Management
Maryland
$130K -$10.4K -99 -7%
VIA
289
Vantage Investment Advisors
Pennsylvania
$129K -$2.31K -22 -2%
CFA
290
CT Financial Advisors
Pennsylvania
$112K -$9.43K -90 -8%
IWC
291
Integrated Wealth Counsel
California
$104K – – –
WT
292
Whittier Trust
California
$98K -$73.2K -698 -43%
AIM
293
Advantage Investment Management
Iowa
$91K -$4.51M -43,124 -98%
VCM
294
Vigilant Capital Management
Maine
$82K – – –
AIM
295
Anchor Investment Management
South Carolina
$73.4K -$322K -3,070 -81%
GWA
296
Guidant Wealth Advisors
Illinois
$71K -$21.4K -203 -23%
WB
297
Webster Bank
Connecticut
$70K +$70K +670 New
IFA
298
Interactive Financial Advisors
Illinois
$65K -$2.29K -22 -3%
MBT
299
Montecito Bank & Trust
California
$63K +$63K +603 New
WAM
300
Wolverine Asset Management
Illinois
$62K +$62K +600 New
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