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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
SWM
376
SeaCrest Wealth Management
New York
$2K
CAG
377
Csenge Advisory Group
Florida
$2K +$2.55K +25 New
BCWM
378
Bartlett & Co Wealth Management
Ohio
$1.46K
BC
379
Bartlett & Co
Ohio
$1K
RFA
380
Reilly Financial Advisors
California
$1K
AIIMS
381
Analyst IMS Investment Management Services
Israel
$36 +$36.3K +356 New
MTB
382
Mizuho Trust & Banking
Japan
-$74.8M -730,000 Closed
USAA
383
United Services Automobile Association
Texas
-$71.2M -694,812 Closed
MSWM
384
Mader & Shannon Wealth Management
Missouri
-$16.4M -160,216 Closed
JCM
385
JD Capital Management
Connecticut
-$14.7M -143,938 Closed
WAM
386
Wolverine Asset Management
Illinois
-$10.2M -100,000 Closed
Renaissance Technologies
387
Renaissance Technologies
New York
-$10.1M -98,298 Closed
AllianceBernstein
388
AllianceBernstein
Tennessee
-$8.78M -85,631 Closed
FTUS
389
Flow Traders U.S.
New York
-$6.26M -61,080 Closed
CCWA
390
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$4.36M -42,562 Closed
OMC
391
Old Mission Capital
Illinois
-$3.08M -30,000 Closed
Allianz Asset Management
392
Allianz Asset Management
Germany
-$2.48M -24,188 Closed
BSAM
393
Blue Sky Asset Management
Colorado
-$2.11M -20,614 Closed
Thrivent Financial for Lutherans
394
Thrivent Financial for Lutherans
Minnesota
-$2.1M -20,535 Closed
HFS
395
HL Financial Services
Kentucky
-$2.1M -20,485 Closed
OAM
396
Oxford Asset Management
United Kingdom
-$1.92M -18,731 Closed
IA
397
IndexIQ Advisors
New York
-$1.69M -16,491 Closed
NA
398
NewEdge Advisors
Louisiana
-$1.04K -10,211 Closed
WAM
399
Watermark Asset Management
California
-$998K -9,737 Closed
CC
400
Courier Capital
New York
-$847K -8,265 Closed

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.