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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
SMFS
301
Squar Milner Financial Services
California
$190K
AP
302
Atwood & Palmer
Missouri
$182K
SFM
303
Signet Financial Management
New Jersey
$179K -$37.6K -369 -17%
AA
304
Ancora Advisors
Ohio
$172K +$174K +1,701 New
OIA
305
OneDigital Investment Advisors
Kansas
$166K +$93.4K +916 +126%
AIM
306
Acropolis Investment Management
Missouri
$153K +$154K +1,510 New
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$146K
LNB
308
Ledyard National Bank
$132K -$27.9K -274 -17%
BBA
309
Braun-Bostich & Associates
Pennsylvania
$120K -$1.52M -14,925 -93%
PCG
310
Private Capital Group
Connecticut
$99K +$39.2K +384 +64%
FHA
311
Flagship Harbor Advisors
Massachusetts
$89K -$271K -2,652 -75%
MA
312
MUFG Americas
New York
$87K
UBS AM
313
UBS AM
Illinois
$80.5K -$50.6K -496 -38%
PS
314
Portfolio Strategies
New York
$78K
WTC
315
WhitTier Trust Company
Nevada
$77K
SSB
316
Sandy Spring Bank
Maryland
$72K +$59.4K +582 +448%
GIBU
317
Gulf International Bank (UK)
United Kingdom
$64K -$6.48M -63,486 -95%
SPIA
318
Steward Partners Investment Advisory
New York
$57K -$89.6K -878 -61%
RCA
319
Rowland Carmichael Advisors
Arizona
$57K
IFA
320
Interactive Financial Advisors
Illinois
$50K -$4.59K -45 -8%
MFW
321
Mosaic Family Wealth
Missouri
$49K -$86K -843 -63%
PA
322
Parallel Advisors
California
$48K
WB
323
Webster Bank
Connecticut
$48K
CAM
324
Caprin Asset Management
Virginia
$48K +$25K +245 +107%
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$46K -$10.5K -103 -18%

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.