iShares 7-10 Year Treasury Bond ETF
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.
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
Top Buyers
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$203M |
| 2 |
Morgan Stanley
New York
|
-$180M |
| 3 |
IL
Investure LLC
Charlottesville,
Virginia
|
-$59.2M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$50.7M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$42.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
426
Financial Engines Advisors
Santa Clara,
California
| – | -$2K | -24 | Closed |
|
|
NC
427
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$2K | -20 | Closed |
|
|
FANJ
428
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$2K | -19 | Closed |
|
|
BRC
429
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | -$2K | -16 | Closed |
|
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.