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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

448 hedge funds and large institutions have $9.61B invested in iShares 7-10 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 167 increasing their positions, 130 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+13
Holders Change %
+2.99%
% of All Funds
9.71%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
1.06%
New
92
Increased
167
Reduced
130
Closed
74
Calls
$1.26B
Puts
$3.05B
Net Calls
-$1.78B
Net Calls Change
-$691M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.72B
2
Goldman Sachs
Goldman Sachs
New York
$540M
3
USAA
United Services Automobile Association
Texas
$279M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$812M
5
AssetMark Inc
AssetMark Inc
California
$301M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$209M
2
FEM
Fulcrum Equity Management
Texas
$0
3
AI
Atria Investments
North Carolina
$8.31M
4
TF
Trek Financial
Arizona
$8.1M
5
NA
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
351
Clark Capital Management Group
Pennsylvania
$232K +$16.2K +152 +8%
Comerica Bank
352
Comerica Bank
Texas
$231K +$231K +2,180 New
GJIC
353
Gamble Jones Investment Counsel
California
$225K – – –
WDL
354
Well Done LLC
Michigan
$224K – – –
PIMG
355
Patriot Investment Management Group
Tennessee
$223K +$223K +2,098 New
BHWM
356
Bar Harbor Wealth Management
New Hampshire
$221K +$221K +2,068 New
TPW
357
Tiller Private Wealth
Pennsylvania
$212K – – –
CC
358
Cadinha & Co
Hawaii
$211K -$41.3K -388 -16%
DSN
359
D. Scott Neal
Kentucky
$211K – – –
BIA
360
Bigelow Investment Advisors
Maine
$209K – – –
LFASL
361
Lugano Financial Advisors SA (LFA)
Switzerland
$206K +$206K +1,939 New
F
362
F3Logic
Minnesota
$204K +$204K +1,926 New
MAFM
363
Mid Atlantic Financial Management
Pennsylvania
$200K +$200K +1,878 New
UFF
364
USA Financial Formulas
Michigan
$194K -$291K -2,721 -60%
AP
365
Atwood & Palmer
Missouri
$192K – – –
BCA
366
Berman Capital Advisors
Georgia
$184K +$184K +1,728 New
HNB
367
Huntington National Bank
Ohio
$179K -$421K – –
MA
368
MUFG Americas
New York
$178K -$15.6K -146 -8%
TFGT
369
TS Financial Group (TSFG)
Illinois
$163K +$163K +1,531 New
SMFS
370
Squar Milner Financial Services
California
$161K -$39.5K -370 -20%
TFA
371
Transamerica Financial Advisors
Florida
$156K -$1.93M -18,008 -93%
RIM
372
Rampart Investment Management
Connecticut
$147K -$4.7K -44 -3%
GSWM
373
Golden State Wealth Management
California
$142K +$142K +1,327 New
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$132K -$151K -1,418 -53%
CWA
375
Clarus Wealth Advisors
Arizona
$119K +$119K +1,118 New
13 14
15
16 17