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iShares 7-10 Year Treasury Bond ETF

363 hedge funds and large institutions have $5.36B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 116

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

5% less capital invested

Capital invested by funds: $5.63B → $5.36B (-$274M)

2% less funds holding

Funds holding: 369363 (-6)

4.97% less ownership

Funds ownership: 72.82%67.85% (-5%)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

87% less call options, than puts

Call options by funds: $97.3M | Put options by funds: $733M

Holders
363
Holders Change
-6
Holders Change %
-1.63%
% of All Funds
9.05%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.82%
New
41
Increased
152
Reduced
116
Closed
43
Calls
$97.3M
Puts
$733M
Net Calls
-$636M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
326
SEI Investments
Pennsylvania
$40K +$33K +308 +446%
LCM
327
Liberty Capital Management
Michigan
$37K
TWA
328
TCI Wealth Advisors
Arizona
$24K
TCOV
329
Trust Company of Vermont
Vermont
$24K
SFG
330
SevenBridge Financial Group
Pennsylvania
$23K
LWM
331
Lenox Wealth Management
Ohio
$22K
JWA
332
JFS Wealth Advisors
Pennsylvania
$21K
KTC
333
Kistler-Tiffany Companies
Pennsylvania
$21K +$21.4K +200 New
SBL
334
Sargent Bickham Lagudis
Colorado
$20K +$107 +1 +0.5%
PCTC
335
Perkins Coie Trust Company
Washington
$19K
TC
336
Trust Company
Kansas
$19K
NIC
337
Northwest Investment Counselors
Oregon
$16K +$15.9K +148 New
First Manhattan
338
First Manhattan
New York
$15K
CAL
339
Capital Advisors Ltd
Ohio
$15K +$15K +140 New
SSB
340
Sandy Spring Bank
Maryland
$14K -$13.4K -125 -49%
SFSIG
341
San Francisco Sentry Investment Group
California
$14K
PCIG
342
Partners Capital Investment Group
Massachusetts
$12K
BAM
343
Barrett Asset Management
New York
$11K
IP
344
Intellectus Partners
California
$11K
CPIG
345
Chicago Partners Investment Group
Illinois
$11K +$10.9K +102 New
SWA
346
Sutton Wealth Advisors
Florida
$10.1K +$3.96K +37 +64%
NC
347
NewSquare Capital
Pennsylvania
$8K -$1.07K -10 -12%
NR
348
Newfound Research
Massachusetts
$6K -$1.93K -18 -26%
CFD
349
Creative Financial Designs
Indiana
$6K -$321 -3 -5%
IWM
350
IHT Wealth Management
Illinois
$6K

IEF Hedge Fund Activity: Q3 2017 in Review

363 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2017, worth a combined $5.36B — down 4.9% from $5.63B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IEF and 41 opened new positions — a net loss of 2 holders — while 116 trimmed existing stakes and 152 added.

The largest buyer was JP Morgan Chase, adding an estimated $340M. The largest seller was Ameriprise, cutting an estimated $318M.

  • 363 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2017, down from 369 in Q2 2017.
  • Funds reported $5.36B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2017, down 4.9% quarter-over-quarter.
  • 41 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2017 and 43 closed out, a net change of -2 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $340M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2017 was Ameriprise, an estimated $318M sold.

Based on aggregated 13F filings for Q3 2017.