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iShares 7-10 Year Treasury Bond ETF
IEF

387 hedge funds and large institutions have $6.36B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $6.05B → $6.36B (+$309M)

1.5% more ownership

Funds ownership: 73.32% → 74.82% (+1.5%)

1% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 139

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

2% less funds holding

Funds holding: 396 → 387 (-9)

9% less funds holding in top 10

Funds holding in top 10: 35 → 32 (-3)

39% less call options, than puts

Call options by funds: $1.57B | Put options by funds: $2.58B

Holders
387
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.86%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.73%
New
41
Increased
140
Reduced
139
Closed
44
Calls
$1.57B
Puts
$2.58B
Net Calls
-$1B
Net Calls Change
-$264M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$543M
2
PAG
Pinnacle Advisory Group
Maryland
+$93.1M
3
SWM
SVA Wealth Management
Wisconsin
+$73.9M
4
CWM
Cornerstone Wealth Management
Missouri
+$73.5M
5
CSIA
Charles Schwab Investment Advisory
California
+$69.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$203M
2
Morgan Stanley
Morgan Stanley
New York
-$180M
3
IL
Investure LLC
Virginia
-$59.2M
4
MIAN
Mariner Independent Advisor Network
Kansas
-$50.7M
5
3AM
3EDGE Asset Management
Florida
-$42.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
376
Washington Trust Bank
Washington
$3K – – –
BWA
377
BDO Wealth Advisors
Florida
$2K -$40.9K -402 -95%
ACS
378
Archford Capital Strategies
Illinois
$2K – – –
BC
379
Bartlett & Co
Ohio
$2K – – –
SWM
380
SeaCrest Wealth Management
New York
$2K – – –
BCWM
381
Bartlett & Co Wealth Management
Ohio
$1.64K – – –
NA
382
NewEdge Advisors
Louisiana
$1.04K +$131K +1,283 +14%
CAL
383
Capital Analysts LLC
Pennsylvania
$1K – – –
DRS
384
Deane Retirement Strategies
Louisiana
$1K – – –
RFA
385
Reilly Financial Advisors
California
$1K – – –
PMG
386
ProVise Management Group
Florida
$220 – – –
IL
387
Investure LLC
Virginia
– -$59.2M -573,275 Closed
3AM
388
3EDGE Asset Management
Florida
– -$42.6M -413,200 Closed
PP
389
Pension Partners
New York
– -$39.3M -381,332 Closed
Millennium Management
390
Millennium Management
New York
– -$8.41M -81,510 Closed
PCM
391
Prelude Capital Management
New York
– -$7.63M -73,940 Closed
EF
392
Empirical Finance
Pennsylvania
– -$7.07M -66,293 Closed
ECM
393
Evergreen Capital Management
Washington
– -$5.3M -51,372 Closed
WPIC
394
White Pine Investment Company
Michigan
– -$4.42M -42,795 Closed
MCM
395
Moore Capital Management
New York
– -$4.29M -41,545 Closed
JGC
396
J. Goldman & Co
New York
– -$2.72M -26,400 Closed
WCM
397
Weatherstone Capital Management
Colorado
– -$1.64M -15,885 Closed
SSWM
398
Sheets Smith Wealth Management
North Carolina
– -$1.41M -13,681 Closed
Jane Street
399
Jane Street
New York
– -$1.05M -10,300 Closed
RPG
400
Risk Paradigm Group
Texas
– -$751K -7,279 Closed
14 15
16
17 18

IEF Hedge Fund Activity: Q2 2018 in Review

387 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2018, worth a combined $6.36B — up 5.1% from $6.05B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of IEF and 41 opened new positions — a net loss of 3 holders — while 139 trimmed existing stakes and 140 added.

The largest buyer was Fidelity Investments, adding an estimated $543M. The largest seller was Ameriprise, cutting an estimated $203M.

  • 387 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2018, down from 396 in Q1 2018.
  • Funds reported $6.36B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2018, up 5.1% quarter-over-quarter.
  • 41 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2018 and 44 closed out, a net change of -3 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2018 was Fidelity Investments, an estimated $543M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2018 was Ameriprise, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2018.