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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

435 hedge funds and large institutions have $8.05B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 128 increasing their positions, 142 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+56
Holders Change %
+14.78%
% of All Funds
9.71%
Holding in Top 10
58
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+107.14%
% of All Funds
1.29%
New
110
Increased
128
Reduced
142
Closed
49
Calls
$1.49B
Puts
$2.59B
Net Calls
-$1.09B
Net Calls Change
+$9.8M

Top Buyers

1
AI
1
Atria Investments
North Carolina
$148M
2
Morgan Stanley
2
Morgan Stanley
New York
$371M
3
Goldman Sachs
3
Goldman Sachs
New York
$224M
4
NA
4
Navellier & Associates
Nevada
$123M
5
SG Americas Securities
5
SG Americas Securities
New York
$105M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$942M
2
UBS Group
2
UBS Group
Switzerland
$226M
3
CWM
3
Cornerstone Wealth Management
Missouri
$761K
4
Bank of America
4
Bank of America
North Carolina
$465M
5
SCM
5
Saba Capital Management
New York
$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
326
Optimum Investment Advisors
Illinois
$264K – – –
PAMG
327
Patton Albertson Miller Group
Tennessee
$256K -$1.59M -15,221 -86%
GC
328
Grace Capital
Massachusetts
$256K +$256K +2,461 New
BIAS
329
Beacon Investment Advisory Services
New Jersey
$253K -$158K -1,522 -39%
HGWM
330
Harvest Group Wealth Management
Massachusetts
$251K +$8.75K +84 +4%
CC
331
Cadinha & Co
Hawaii
$247K +$247K +2,370 New
BTNA
332
Bremer Trust National Association
Minnesota
$245K +$245K +2,350 New
SBA
333
Secrest Blakey & Associates
North Carolina
$243K -$23.1K -222 -9%
SHIM
334
Stone House Investment Management
Pennsylvania
$228K -$56.3K -540 -20%
FCA
335
FLC Capital Advisors
California
$228K +$228K +2,189 New
AWM
336
AllSquare Wealth Management
New York
$226K – – –
PMG
337
ProVise Management Group
Florida
$223K – – –
GJIC
338
Gamble Jones Investment Counsel
California
$220K – – –
WDL
339
Well Done LLC
Michigan
$219K – – –
CC
340
Claybrook Capital
Massachusetts
$219K +$219K +2,100 New
LA
341
LVW Advisors
New York
$217K -$74.4K -715 -26%
CCMG
342
Clark Capital Management Group
Pennsylvania
$211K -$14.6K -140 -6%
VIP
343
Viewpoint Investment Partners
Alberta, Canada
$208K +$208K +2,000 New
DJSG
344
D.J. St. Germain
Massachusetts
$207K – – –
TPW
345
Tiller Private Wealth
Pennsylvania
$207K – – –
DSN
346
D. Scott Neal
Kentucky
$206K -$4.35M -41,800 -95%
BIA
347
Bigelow Investment Advisors
Maine
$205K -$20.9K -200 -9%
WIM
348
Westside Investment Management
California
$201K +$208 +2 +0.1%
SMFS
349
Squar Milner Financial Services
California
$196K – – –
MA
350
MUFG Americas
New York
$189K +$99.3K +952 +111%
12 13
14
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