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iShares 7-10 Year Treasury Bond ETF

344 hedge funds and large institutions have $7.07B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 135 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $660M | Put options by funds: $288M

119% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 36

35% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 100

26% more funds holding in top 10

Funds holding in top 10: 4354 (+11)

25% more capital invested

Capital invested by funds: $5.64B → $7.07B (+$1.42B)

12% more funds holding

Funds holding: 307344 (+37)

1.29% less ownership

Funds ownership: 69.63%68.35% (-1.3%)

Holders
344
Holders Change
+37
Holders Change %
+12.05%
% of All Funds
9.17%
Holding in Top 10
54
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25.58%
% of All Funds
1.44%
New
79
Increased
135
Reduced
100
Closed
36
Calls
$660M
Puts
$288M
Net Calls
+$372M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GB
26
Gunma Bank
Japan
$47M
AssetMark Inc
27
AssetMark Inc
California
$45.7M -$23.5M -215,624 -34%
MGM
28
Miura Global Management
New York
$44.1M +$43.6M +400,000 New
AWMG
29
Alliance Wealth Management Group
New Jersey
$41.9M +$41.4M +379,708 New
PAG
30
Pinnacle Advisory Group
Maryland
$39.7M +$823K +7,542 +2%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$37.3M +$9.76M +89,514 +36%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$35.5M +$20.6M +188,421 +142%
CPO
33
Cerity Partners OCIO
New York
$33.8M +$28.8M +264,051 +625%
VKH
34
Virtu KCG Holdings
New York
$33.1M +$30.4M +278,793 +1,317%
Citadel Advisors
35
Citadel Advisors
Florida
$32M +$30.6M +280,226 +2,987%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$31.4M -$969K -8,881 -3%
KeyBank National Association
37
KeyBank National Association
Ohio
$30.8M +$791K +7,255 +3%
SMM
38
Stadion Money Management
Georgia
$30.2M +$14.6M +133,972 +96%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$29.8M +$15.7M +143,967 +115%
TWM
40
Tanglewood Wealth Management
Texas
$28.8M +$907K +8,315 +3%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$26.2M -$6.52M -59,775 -20%
PP
42
Pension Partners
New York
$23.7M -$8.08M -74,060 -26%
SF
43
Synovus Financial
Georgia
$22.8M -$938K -8,597 -4%
MAM
44
Meeder Asset Management
Ohio
$22M +$15.1M +138,260 +227%
EB
45
Eastern Bank
Massachusetts
$21.8M +$13.2M +120,620 +156%
NA
46
Navellier & Associates
Nevada
$21.4M +$1.51M +13,811 +8%
DRS
47
Deane Retirement Strategies
Louisiana
$20.2M -$523K -4,794 -3%
HCM
48
Hilton Capital Management
New York
$20.2M
1CP
49
1607 Capital Partners
Virginia
$19.8M +$12.5M +115,025 +178%
Stifel Financial
50
Stifel Financial
Missouri
$19.6M +$3.85M +35,270 +25%

IEF Hedge Fund Activity: Q1 2016 in Review

344 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2016, worth a combined $7.07B — up 25% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IEF positions and 36 closed out — a net gain of 43 holders — while 135 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $335M. The largest seller was United Services Automobile Association, cutting an estimated $56.3M.

  • 344 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2016, up from 307 in Q4 2015.
  • Funds reported $7.07B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2016, up 25% quarter-over-quarter.
  • 79 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2016 and 36 closed out, a net change of +43 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2016 was Bank of America, an estimated $335M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2016 was United Services Automobile Association, an estimated $56.3M sold.

Based on aggregated 13F filings for Q1 2016.