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iShares 7-10 Year Treasury Bond ETF
IEF

409 hedge funds and large institutions have $5.31B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 30

28% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 117

13% more funds holding

Funds holding: 363 → 409 (+46)

6% more funds holding in top 10

Funds holding in top 10: 33 → 35 (+2)

3.8% more ownership

Funds ownership: 67.85% → 71.66% (+3.8%)

1% less capital invested

Capital invested by funds: $5.36B → $5.31B (-$51.2M)

58% less call options, than puts

Call options by funds: $444M | Put options by funds: $1.05B

Holders
409
Holders Change
+46
Holders Change %
+12.67%
% of All Funds
9.28%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
81
Increased
150
Reduced
117
Closed
30
Calls
$444M
Puts
$1.05B
Net Calls
-$605M
Net Calls Change
+$30.3M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$141M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$111M
3
BlackRock
BlackRock
New York
+$58.5M
4
WIM
Windhaven Investment Management
Massachusetts
+$57.9M
5
MAM
Meeder Asset Management
Ohio
+$52.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$333M
2
Bank of America
Bank of America
North Carolina
-$230M
3
Jane Street
Jane Street
New York
-$29.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$27.1M
5
WI
WBI Investments
New Jersey
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
426
Belpointe Asset Management
Nevada
– -$367K -3,442 Closed
HS
427
HighVista Strategies
Massachusetts
– -$258K -2,420 Closed
HH
428
Hilltop Holdings
Texas
– -$250K -2,351 Closed
Comerica Bank
429
Comerica Bank
Texas
– -$248K -2,335 Closed
GS
430
Girard Securities
California
– -$225K -2,117 Closed
BO
431
BRR OpCo
Ohio
– -$211K -1,986 Closed
BHTS
432
Bar Harbor Trust Services
Maine
– -$211K -1,982 Closed
MHS
433
M Holdings Securities
Oregon
– -$208K -1,950 Closed
BAS
434
Brown Advisory Securities
Maryland
– -$201K -1,889 Closed
NIC
435
Northwest Investment Counselors
Oregon
– -$16K -148 Closed
BL
436
Balentine LLC
Georgia
– -$6K -56 Closed
HT
437
Heritage Trust
Oklahoma
– -$6K -52 Closed
RA
438
Rational Advisors
New York
– -$1K -10 Closed
FCMT
439
Founders Capital Management (Texas)
Texas
– +$106 +1 New
PFA
440
Pathway Financial Advisors
Vermont
– +$212 +2 New
14 15 16 17
18

IEF Hedge Fund Activity: Q4 2017 in Review

409 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2017, worth a combined $5.31B — down 0.96% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IEF positions and 30 closed out — a net gain of 51 holders — while 150 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was JP Morgan Chase, cutting an estimated $333M.

  • 409 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2017, up from 363 in Q3 2017.
  • Funds reported $5.31B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2017, down 0.96% quarter-over-quarter.
  • 81 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2017 and 30 closed out, a net change of +51 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2017 was Morgan Stanley, an estimated $141M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2017 was JP Morgan Chase, an estimated $333M sold.

Based on aggregated 13F filings for Q4 2017.