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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
TSS
401
Two Sigma Securities
New York
-$842K -8,213 Closed
CS
402
Comerica Securities
Michigan
-$841K -8,204 Closed
VCWA
403
Vanguard Capital Wealth Advisors
Colorado
-$753K -7,349 Closed
BPC
404
Banque Pictet & Cie
Switzerland
-$509K -4,970 Closed
AFP
405
Ausdal Financial Partners
Iowa
-$496K -4,837 Closed
CAM
406
Concorde Asset Management
Michigan
-$490K -4,772 Closed
SEI Investments
407
SEI Investments
Pennsylvania
-$407K -3,972 Closed
SFG
408
SNS Financial Group
Minnesota
-$406K -3,959 Closed
SXL
409
Summit X LLC
Missouri
-$400K -3,831 Closed
PAM
410
Palisade Asset Management
Minnesota
-$308K -3,000 Closed
PGA
411
Premia Global Advisors
Florida
-$266K -2,599 Closed
LSAG
412
Lake Street Advisors Group
New Hampshire
-$254K -2,476 Closed
QAM
413
Quantres Asset Management
Cayman Islands
-$250K -2,439 Closed
SFS
414
Sowell Financial Services
Arkansas
-$245K -2,396 Closed
MBTD
415
Mechanics Bank - Trust Department
California
-$239K -2,330 Closed
SG
416
StoneX Group
New York
-$223K -2,176 Closed
EWF
417
Epstein & White Financial
California
-$215K -2,098 Closed
BTNA
418
Bremer Trust National Association
Minnesota
-$204K -1,989 Closed
IWP
419
Icon Wealth Partners
Texas
-$200K -1,950 Closed
MPPLM
420
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$93K -907 Closed
RIM
421
Rampart Investment Management
Connecticut
-$69K -675 Closed
CF
422
Centaurus Financial
California
-$60K -585 Closed
CHP
423
Cable Hill Partners
Oregon
-$25K -246 Closed
BCA
424
Bay Colony Advisors
Massachusetts
-$12K -115 Closed
BAM
425
Barrett Asset Management
New York
-$11K -106 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.