IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

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
Holders
363
Holders Change
-6
Holders Change %
-1.63%
% of All Funds
9.06%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$357M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$59.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$262M
4
CPO
Cerity Partners OCIO
New York
$60.5M
5
MIAN
Mariner Independent Advisor Network
Kansas
$40.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$487M
2
Bank of America
Bank of America
North Carolina
$550M
3
WIM
Windhaven Investment Management
Massachusetts
$72M
4
Wells Fargo
Wells Fargo
California
$496M
5
Morgan Stanley
Morgan Stanley
New York
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
351
IHT Wealth Management
Illinois
$6K – – –
HT
352
Heritage Trust
Oklahoma
$6K +$6K +52 New
BL
353
Balentine LLC
Georgia
$6K +$6K +56 New
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$5.33K – – –
WTB
355
Washington Trust Bank
Washington
$4K +$4K +33 New
HR
356
Howe & Rusling
New York
$3K – – –
BC
357
Bartlett & Co
Ohio
$3K – – –
AOWM
358
Alpha Omega Wealth Management
Virginia
$2K – – –
RFA
359
Reilly Financial Advisors
California
$1K -$10.6K -127 -91%
AF
360
Allworth Financial
California
$1K -$4.33K -52 -81%
SHJ
361
Sharkey, Howes & Javer
Colorado
$1K – – –
RA
362
Rational Advisors
New York
$1K – – –
APSP
363
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$500 +3 +100%
SAS
364
Sage Advisory Services
Texas
– -$14.3M -133,684 Closed
PAS
365
Park Avenue Securities
New York
– -$12.8M -121,883 Closed
BFM
366
Boston Financial Management
Massachusetts
– -$7.45M -69,875 Closed
Millennium Management
367
Millennium Management
New York
– -$3.97M -37,225 Closed
MIG
368
Mariner Investment Group
New York
– -$3.79M -35,500 Closed
JG
369
Jefferies Group
New York
– -$2.68M -25,092 Closed
OMC
370
Old Mission Capital
Illinois
– -$2.64M -24,717 Closed
EWA
371
EP Wealth Advisors
California
– -$2.18M -20,475 Closed
Prudential Financial
372
Prudential Financial
New Jersey
– -$2.18M -20,400 Closed
CIM
373
Cetera Investment Management
California
– -$2.03M -18,946 Closed
PFO
374
Pathstone Family Office
New Jersey
– -$1.82M -17,092 Closed
QAM
375
Quantres Asset Management
Cayman Islands
– -$622K -5,834 Closed
13 14
15
16 17