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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

409 hedge funds and large institutions have $5.31B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+46
Holders Change %
+12.67%
% of All Funds
9.29%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
81
Increased
150
Reduced
117
Closed
30
Calls
$444M
Puts
$1.05B
Net Calls
-$605M
Net Calls Change
+$30.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$270M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$370M
3
BlackRock
BlackRock
New York
$164M
4
WIM
Windhaven Investment Management
Massachusetts
$129M
5
MAM
Meeder Asset Management
Ohio
$55.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.3M
2
Bank of America
Bank of America
North Carolina
$316M
3
Jane Street
Jane Street
New York
$2.23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$96.2M
5
WI
WBI Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Calton & Associates
Florida
$282K +$282K +2,719 New
NF
302
Nikulski Financial
Iowa
$277K +$277K +2,622 New
OFG
303
OmniStar Financial Group
North Carolina
$275K +$275K +2,609 New
Janus Henderson Group
304
Janus Henderson Group
United Kingdom
$272K -$758K -7,179 -74%
PAM
305
Peak Asset Management
Colorado
$272K -$6.98K -66 -3%
LS
306
Lattice Strategies
Pennsylvania
$266K +$3.17K +30 +1%
KWA
307
KCS Wealth Advisory
California
$262K +$262K +2,483 New
SFG
308
StrategIQ Financial Group
Indiana
$260K -$101K -960 -28%
Members Trust
309
Members Trust
Florida
$260K -$52.9K -501 -17%
NB
310
NBT Bank
New York
$245K -$126K -1,191 -34%
CWM
311
Calamos Wealth Management
Illinois
$242K +$242K +2,288 New
FC
312
Forte Capital
New York
$241K – – –
FT
313
Fiduciary Trust
Massachusetts
$237K -$105K -1,000 -31%
CC
314
Cadinha & Co
Hawaii
$234K -$68.1K -646 -23%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$234K +$133K +1,259 +132%
BRWA
316
B. Riley Wealth Advisors
Florida
$232K -$43.6K -413 -16%
PMG
317
ProVise Management Group
Florida
$226K +$226K +2,144 New
HIC
318
Holderness Investments Company
North Carolina
$217K +$1.37K +13 +0.6%
CAM
319
Caprin Asset Management
Virginia
$216K -$13.4K -127 -6%
LPT
320
Legacy Private Trust
Wisconsin
$212K +$212K +2,006 New
DWM
321
Darwin Wealth Management
Florida
$203K +$203K +1,924 New
MSAM
322
Moloney Securities Asset Management
Missouri
$201K -$26.6K -251 -12%
FBC
323
Fairfield, Bush & Co
Connecticut
$201K – – –
AWM
324
AllSquare Wealth Management
New York
$201K +$34.9K +331 +21%
SAS
325
Sage Advisory Services
Texas
$201K +$201K +1,905 New
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