We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF

369 hedge funds and large institutions have $5.63B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

33% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 116

12% more capital invested

Capital invested by funds: $5.03B → $5.63B (+$606M)

6.26% more ownership

Funds ownership: 66.56%72.82% (+6.3%)

3% more funds holding

Funds holding: 358369 (+11)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

78% less call options, than puts

Call options by funds: $132M | Put options by funds: $608M

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
9.2%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.87%
New
48
Increased
154
Reduced
116
Closed
35
Calls
$132M
Puts
$608M
Net Calls
-$476M
Net Calls Change
-$634M
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
26
3EDGE Asset Management
Florida
$27.6M +$4.11M +38,500 +17%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$24.2M -$16.6M -155,523 -41%
Stifel Financial
28
Stifel Financial
Missouri
$24M +$3.22M +30,168 +16%
MML Investors Services
29
MML Investors Services
Massachusetts
$23.3M +$23.4M +219,011 New
AG
30
Advisor Group
Arizona
$22.6M +$2.67M +24,981 +13%
UCFA
31
United Capital Financial Advisors
Texas
$21.4M +$3.78M +35,373 +21%
HI
32
Horizon Investments
North Carolina
$20.5M -$793K -7,429 -4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$19.9M +$9.59M +89,812 +93%
MIAN
34
Mariner Independent Advisor Network
Kansas
$19.6M +$19.7M +184,151 New
BCM
35
Brookstone Capital Management
Illinois
$19.5M +$3.57M +33,407 +22%
JP Morgan Chase
36
JP Morgan Chase
New York
$19M +$3.39M +31,770 +22%
ACI
37
Alpha Cubed Investments
California
$18.6M +$1.36M +12,755 +8%
Asset Management One
38
Asset Management One
Japan
$18.1M
RJA
39
Raymond James & Associates
Florida
$18.1M +$1.2M +11,192 +7%
Allianz Asset Management
40
Allianz Asset Management
Germany
$17.9M +$17.9M +167,241 New
GG
41
GenWealth Group
New Jersey
$16.7M +$16.7M +156,209 New
KeyBank National Association
42
KeyBank National Association
Ohio
$16.5M -$1.56M -14,653 -9%
MAM
43
Meeder Asset Management
Ohio
$16.2M +$7.62M +71,315 +88%
DSN
44
D. Scott Neal
Kentucky
$15.4M -$247K -2,310 -2%
EB
45
Eastern Bank
Massachusetts
$14.8M +$529K +4,951 +4%
PAG
46
Pinnacle Advisory Group
Maryland
$14.7M +$838K +7,844 +6%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$14.5M +$6.28M +58,827 +77%
SAS
48
Sage Advisory Services
Texas
$14.3M +$9.43M +88,252 +194%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.7M -$11.3M -105,403 -45%
TCM
50
Twele Capital Management
Minnesota
$13.7M +$6.9M +64,650 +101%

IEF Hedge Fund Activity: Q2 2017 in Review

369 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2017, worth a combined $5.63B — up 12% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IEF positions and 35 closed out — a net gain of 13 holders — while 154 added to existing stakes and 116 trimmed.

The largest buyer was Ameriprise, adding an estimated $364M. The largest seller was UBS Group, cutting an estimated $221M.

  • 369 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2017, up from 358 in Q1 2017.
  • Funds reported $5.63B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2017, up 12% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2017 and 35 closed out, a net change of +13 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $364M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2017 was UBS Group, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2017.