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iShares 7-10 Year Treasury Bond ETF

396 hedge funds and large institutions have $6.05B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $5.31B → $6.05B (+$743M)

1.66% more ownership

Funds ownership: 71.66%73.32% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

2% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 144

3% less funds holding

Funds holding: 409396 (-13)

17% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 58

33% less call options, than puts

Call options by funds: $1.47B | Put options by funds: $2.21B

Holders
396
Holders Change
-13
Holders Change %
-3.18%
% of All Funds
9.08%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.8%
New
48
Increased
141
Reduced
144
Closed
58
Calls
$1.47B
Puts
$2.21B
Net Calls
-$739M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$53.4M +$43.7M +424,377 +457%
CPO
27
Cerity Partners OCIO
New York
$47.6M -$11.9M -115,493 -20%
FAG
28
Financial Advisory Group
Texas
$46.3M +$3.12M +30,323 +7%
Deutsche Bank
29
Deutsche Bank
Germany
$43M +$42.9M +416,388 New
3AM
30
3EDGE Asset Management
Florida
$42.6M +$3.86M +37,500 +10%
EDRH
31
Edmond de Rothschild Holding
Switzerland
$40.2M +$39.6M +384,696 +8,273%
PP
32
Pension Partners
New York
$39.3M +$39.3M +381,332 New
CC
33
Cedar Capital
Illinois
$39.2M +$17.7M +172,310 +83%
BWI
34
Beacon Wealthcare Inc
North Carolina
$38.9M +$2.96M +28,755 +8%
Citigroup
35
Citigroup
New York
$33.4M +$14.7M +142,387 +78%
First Trust Advisors
36
First Trust Advisors
Illinois
$30.4M +$23.4M +227,203 +338%
Barclays
37
Barclays
United Kingdom
$28M +$11.1M +107,354 +66%
CIM
38
Confluence Investment Management
Missouri
$27.9M -$4.52M -43,892 -14%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$27.9M -$2.91M -28,269 -9%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$25.8M -$36.7M -356,406 -59%
FFA
41
Fragasso Financial Advisors
Pennsylvania
$23.7M +$991K +9,621 +4%
GG
42
GenWealth Group
New Jersey
$20.8M +$1.19M +11,554 +6%
RJA
43
Raymond James & Associates
Florida
$20.4M +$2.25M +21,859 +12%
SMFG
44
Sumitomo Mitsui Financial Group
Japan
$19.1M +$2.44M +23,720 +15%
JP Morgan Chase
45
JP Morgan Chase
New York
$18.9M -$2.9M -28,170 -13%
BCI
46
Brinker Capital Investments
Pennsylvania
$18.6M +$10.5M +101,619 +130%
EB
47
Eastern Bank
Massachusetts
$18.4M +$3.75M +36,386 +26%
BCM
48
Brookstone Capital Management
Illinois
$18.2M -$19.9M -192,930 -52%
ACI
49
Alpha Cubed Investments
California
$17.8M +$1.1M +10,676 +7%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$17.7M +$3.54M +34,392 +25%

IEF Hedge Fund Activity: Q1 2018 in Review

396 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2018, worth a combined $6.05B — up 14% from $5.31B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of IEF and 48 opened new positions — a net loss of 10 holders — while 144 trimmed existing stakes and 141 added.

The largest buyer was Ameriprise, adding an estimated $658M. The largest seller was Envestnet Asset Management, cutting an estimated $175M.

  • 396 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2018, down from 409 in Q4 2017.
  • Funds reported $6.05B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2018, up 14% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2018 and 58 closed out, a net change of -10 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2018 was Ameriprise, an estimated $658M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2018.