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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
KLI
326
Kelman-Lazarov Inc
Tennessee
$13K +$12.8K +117 New
BAM
327
Barrett Asset Management
New York
$12K +$11.6K +106 New
JFA
328
JNBA Financial Advisors
Minnesota
$12K +$12K +110 New
BAM
329
Brave Asset Management
New Jersey
$11K -$54.5K -500 -83%
JWA
330
JFS Wealth Advisors
Pennsylvania
$11K
HCMT
331
Highland Capital Management (Texas)
Texas
$11K +$10.9K +100 New
BWA
332
Burt Wealth Advisors
Maryland
$11K +$11.2K +103 New
Bessemer Group
333
Bessemer Group
New Jersey
$10K -$256K -2,350 -96%
WTB
334
Washington Trust Bank
Washington
$8K
CHC
335
City Holding Co
West Virginia
$8K +$7.74K +71 New
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.43K +59 New
AA
337
Apriem Advisors
California
$7K +$7.31K +67 New
WEC
338
Winslow Evans & Crocker
Massachusetts
$6.73K -$327 -3 -5%
WIC
339
Woodmont Investment Counsel
Tennessee
$6K
KKAMG
340
Kernodle & Katon Asset Management Group
Arkansas
$5K -$1.53K -14 -23%
NR
341
Newfound Research
Massachusetts
$5K -$327 -3 -6%
GWS
342
Glassman Wealth Services
Virginia
$5K +$5.02K +46 New
MWM
343
MinichMacGregor Wealth Management
New York
$1K +$1.09K +10 New
AF
344
Allworth Financial
California
$1K +$1.31K +12 New
PFG
345
Piershale Financial Group
Illinois
-$27.1M -256,904 Closed
GAMA
346
Graticule Asia Macro Advisors
New York
-$21.5M -204,000 Closed
AllianceBernstein
347
AllianceBernstein
Tennessee
-$19.1M -181,060 Closed
MSWM
348
Mader & Shannon Wealth Management
Missouri
-$11.7M -110,410 Closed
SIA
349
Spruce Investment Advisors
Connecticut
-$10.4M -98,391 Closed
ACM
350
Aviance Capital Management
Florida
-$6.35M -60,154 Closed

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.