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iShares 7-10 Year Treasury Bond ETF

344 hedge funds and large institutions have $7.07B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 135 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $660M | Put options by funds: $288M

119% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 36

35% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 100

26% more funds holding in top 10

Funds holding in top 10: 4354 (+11)

25% more capital invested

Capital invested by funds: $5.64B → $7.07B (+$1.42B)

12% more funds holding

Funds holding: 307344 (+37)

1.29% less ownership

Funds ownership: 69.63%68.35% (-1.3%)

Holders
344
Holders Change
+37
Holders Change %
+12.05%
% of All Funds
9.17%
Holding in Top 10
54
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25.58%
% of All Funds
1.44%
New
79
Increased
135
Reduced
100
Closed
36
Calls
$660M
Puts
$288M
Net Calls
+$372M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
301
Horrell Capital Management
Arkansas
$54K +$53.3K +489 New
FANJ
302
Financial Architects (New Jersey)
New Jersey
$47K +$46.7K +428 New
PFBT
303
Parkside Financial Bank & Trust
Missouri
$46K -$17.1K -157 -27%
LTI
304
Laffer Tengler Investments
Tennessee
$44.8K +$44.3K +406 New
MA
305
MUFG Americas
New York
$43K
ClearBridge Investments
306
ClearBridge Investments
New York
$40K
HR
307
Howe & Rusling
New York
$40K +$12.7K +116 +47%
TWA
308
TCI Wealth Advisors
Arizona
$37K +$24.3K +223 +194%
TCM
309
Tradewinds Capital Management
Washington
$34K +$31.6K +290 +1,450%
SWA
310
Sutton Wealth Advisors
Florida
$28K +$27.7K +254 New
TCOV
311
Trust Company of Vermont
Vermont
$25K
Simplex Trading
312
Simplex Trading
Illinois
$23K +$23.7K +217 New
PCIG
313
Partners Capital Investment Group
Massachusetts
$22K -$15.3K -140 -41%
GBT
314
Grove Bank & Trust
Florida
$22K -$5.45K -50 -20%
TRCT
315
Tower Research Capital (TRC)
New York
$22K +$4.8K +44 +28%
CAL
316
Capital Advisors Ltd
Ohio
$21K
PCTC
317
Perkins Coie Trust Company
Washington
$20K
TC
318
Trust Company
Kansas
$20K
PVH
319
Psagot Value Holdings
Israel
$18K
WAM
320
Wealthspire Advisors (Maryland)
Maryland
$17K +$5.45K +50 +50%
First Manhattan
321
First Manhattan
New York
$16K
IWMPD
322
Integrated Wealth Management (Palm Desert)
California
$15K
SIG
323
Stanford Investment Group
California
$15K +$15.3K +140 New
TFO
324
Tarbox Family Office
California
$15K +$15.3K +140 New
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$13K

IEF Hedge Fund Activity: Q1 2016 in Review

344 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2016, worth a combined $7.07B — up 25% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IEF positions and 36 closed out — a net gain of 43 holders — while 135 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $335M. The largest seller was United Services Automobile Association, cutting an estimated $56.3M.

  • 344 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2016, up from 307 in Q4 2015.
  • Funds reported $7.07B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2016, up 25% quarter-over-quarter.
  • 79 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2016 and 36 closed out, a net change of +43 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2016 was Bank of America, an estimated $335M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2016 was United Services Automobile Association, an estimated $56.3M sold.

Based on aggregated 13F filings for Q1 2016.