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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
CFD
351
Creative Financial Designs
Indiana
$7K +$3.31K +31 +97%
DADC
352
D.A. Davidson & Co
Montana
$7K +$3.74K +35 +113%
AF
353
Allworth Financial
California
$7K +$5.55K +52 +433%
SWA
354
Sutton Wealth Advisors
Florida
$6.18K +$6.19K +58 New
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$5.33K
FANJ
356
Financial Architects (New Jersey)
New Jersey
$5K
OC
357
Oakworth Capital
Alabama
$5K
GI
358
Gradient Investments
Minnesota
$4K +$3.74K +35 New
BC
359
Bartlett & Co
Ohio
$3K -$3.95K -37 -23%
HR
360
Howe & Rusling
New York
$3K
YWP
361
YorkBridge Wealth Partners
New York
$3K
AOWM
362
Alpha Omega Wealth Management
Virginia
$2K -$6.09K -57 -46%
MWM
363
MinichMacGregor Wealth Management
New York
$1K
SHJ
364
Sharkey, Howes & Javer
Colorado
$1K
SFPIA
365
Stevens First Principles Investment Advisors
California
$1K +$961 +9 New
RA
366
Rational Advisors
New York
$1K +$1.07K +10 New
BP
367
Ballentine Partners
Massachusetts
$1K +$1.18K +11 New
IWM
368
IHT Wealth Management
Illinois
$2 +$5.66K +53 New
CSIA
369
Charles Schwab Investment Advisory
California
-$53.7M -508,406 Closed
GB
370
Gunma Bank
Japan
-$45M -426,000 Closed
PP
371
Pension Partners
New York
-$22.5M -213,122 Closed
AWA
372
Artemis Wealth Advisors
New York
-$19.6M -185,580 Closed
MCP
373
Moab Capital Partners
New York
-$17.5M -166,200 Closed
Susquehanna International Group
374
Susquehanna International Group
Pennsylvania
-$12.3M -114,851 Closed
MTB
375
Mizuho Trust & Banking
Japan
-$7.39M -70,000 Closed

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.