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iShares 7-10 Year Treasury Bond ETF

369 hedge funds and large institutions have $5.63B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

33% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 116

12% more capital invested

Capital invested by funds: $5.03B → $5.63B (+$606M)

6.26% more ownership

Funds ownership: 66.56%72.82% (+6.3%)

3% more funds holding

Funds holding: 358369 (+11)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

78% less call options, than puts

Call options by funds: $132M | Put options by funds: $608M

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
9.2%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.87%
New
48
Increased
154
Reduced
116
Closed
35
Calls
$132M
Puts
$608M
Net Calls
-$476M
Net Calls Change
-$634M
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
326
Guidant Wealth Advisors
Illinois
$38K -$33K -309 -46%
LCM
327
Liberty Capital Management
Michigan
$37K
SSB
328
Sandy Spring Bank
Maryland
$27K -$31.5K -295 -54%
CHC
329
City Holding Co
West Virginia
$24K -$6.73K -63 -22%
TCOV
330
Trust Company of Vermont
Vermont
$24K -$6.51K -61 -20%
TWA
331
TCI Wealth Advisors
Arizona
$24K
SFG
332
SevenBridge Financial Group
Pennsylvania
$23K
LWM
333
Lenox Wealth Management
Ohio
$22K +$22.2K +208 New
HA
334
Harfst & Associates
Wyoming
$21K
JWA
335
JFS Wealth Advisors
Pennsylvania
$21K
SBL
336
Sargent Bickham Lagudis
Colorado
$20K +$19.8K +185 New
WEC
337
Winslow Evans & Crocker
Massachusetts
$19.2K -$1.92K -18 -9%
PCTC
338
Perkins Coie Trust Company
Washington
$19K
TC
339
Trust Company
Kansas
$19K
First Manhattan
340
First Manhattan
New York
$15K
RFA
341
Reilly Financial Advisors
California
$15K +$14.3K +134 +2,680%
SFSIG
342
San Francisco Sentry Investment Group
California
$14K +$14.4K +135 New
PCIG
343
Partners Capital Investment Group
Massachusetts
$12K -$9.83K -92 -45%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$12K -$2.35K -22 -16%
CFA
345
Carroll Financial Associates
North Carolina
$12K
BAM
346
Barrett Asset Management
New York
$11K
IP
347
Intellectus Partners
California
$11K +$10.7K +100 New
NC
348
NewSquare Capital
Pennsylvania
$9K
SEI Investments
349
SEI Investments
Pennsylvania
$7K -$14.4K -135 -66%
NR
350
Newfound Research
Massachusetts
$7K

IEF Hedge Fund Activity: Q2 2017 in Review

369 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2017, worth a combined $5.63B — up 12% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IEF positions and 35 closed out — a net gain of 13 holders — while 154 added to existing stakes and 116 trimmed.

The largest buyer was Ameriprise, adding an estimated $364M. The largest seller was UBS Group, cutting an estimated $221M.

  • 369 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2017, up from 358 in Q1 2017.
  • Funds reported $5.63B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2017, up 12% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2017 and 35 closed out, a net change of +13 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $364M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2017 was UBS Group, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2017.