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iShares 7-10 Year Treasury Bond ETF

379 hedge funds and large institutions have $6.79B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.36B → $6.79B (+$434M)

0.83% more ownership

Funds ownership: 74.82%75.65% (+0.83%)

2% less funds holding

Funds holding: 387379 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

26% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 150

37% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $3.01B

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% of All Funds
8.66%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.64%
New
48
Increased
111
Reduced
150
Closed
56
Calls
$1.91B
Puts
$3.01B
Net Calls
-$1.1B
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
351
Trust Company
Kansas
$18K
RFWA
352
RPg Family Wealth Advisory
Massachusetts
$15.1K
SIS
353
Sound Income Strategies
Florida
$15K -$9.69K -95 -40%
First Manhattan
354
First Manhattan
New York
$14K
NSIM
355
North Star Investment Management
Illinois
$12K +$11.7K +115 New
MFT
356
Moisand Fitzgerald Tamayo
Florida
$12K +$12.3K +121 New
IFAM
357
Institutional & Family Asset Management
Colorado
$11K
PCIG
358
Partners Capital Investment Group
Massachusetts
$11K
CAL
359
Capital Advisors Ltd
Ohio
$9K -$5.61K -55 -39%
PCM
360
Princeton Capital Management
New Jersey
$9K
BFEC
361
Benjamin F. Edwards & Company
Missouri
$7K
WA
362
WestEnd Advisors
North Carolina
$6.07K +$6.12K +60 New
NWM
363
Northwest Wealth Management
Iowa
$6K
NR
364
Newfound Research
Massachusetts
$6K +$612 +6 +10%
CI
365
CX Institutional
Indiana
$6K +$6.22K +61 New
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$5.06K
OC
367
Oakworth Capital
Alabama
$5K
RIA
368
RPG Investment Advisory
California
$5K
S
369
SignatureFD
Georgia
$5K
WSTAM
370
Wilbanks Smith & Thomas Asset Management
Virginia
$5K +$4.9K +48 New
RFM
371
Royal Fund Management
Florida
$3K -$2.96K -29 -48%
CA
372
Crewe Advisors
Utah
$3K
GI
373
Gradient Investments
Minnesota
$3K +$2.86K +28 New
PWAG
374
Polaris Wealth Advisory Group
California
$3K +$3.47K +34 New
ACS
375
Archford Capital Strategies
Illinois
$2K

IEF Hedge Fund Activity: Q3 2018 in Review

379 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2018, worth a combined $6.79B — up 6.8% from $6.36B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IEF and 48 opened new positions — a net loss of 8 holders — while 150 trimmed existing stakes and 111 added.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was State Street, cutting an estimated $96.2M.

  • 379 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2018, down from 387 in Q2 2018.
  • Funds reported $6.79B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2018, up 6.8% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2018 and 56 closed out, a net change of -8 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2018 was Ameriprise, an estimated $284M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2018 was State Street, an estimated $96.2M sold.

Based on aggregated 13F filings for Q3 2018.