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iShares 7-10 Year Treasury Bond ETF

379 hedge funds and large institutions have $6.79B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.36B → $6.79B (+$434M)

0.83% more ownership

Funds ownership: 74.82%75.65% (+0.83%)

2% less funds holding

Funds holding: 387379 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

26% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 150

37% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $3.01B

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% of All Funds
8.66%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.64%
New
48
Increased
111
Reduced
150
Closed
56
Calls
$1.91B
Puts
$3.01B
Net Calls
-$1.1B
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$58.4M +$24.2M +237,406 +70%
1CP
27
1607 Capital Partners
Virginia
$53.8M -$4.13M -40,450 -7%
LPL Financial
28
LPL Financial
California
$50.9M -$7.8M -76,419 -13%
CPO
29
Cerity Partners OCIO
New York
$48.6M +$1.51M +14,839 +3%
FAG
30
Financial Advisory Group
Texas
$48M +$1.43M +13,998 +3%
BWI
31
Beacon Wealthcare Inc
North Carolina
$39.1M +$1.13M +11,123 +3%
Barclays
32
Barclays
United Kingdom
$39M -$290K -2,843 -0.7%
First Trust Advisors
33
First Trust Advisors
Illinois
$37.9M +$8.51M +83,379 +29%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$37.3M -$41.7M -408,333 -53%
RJA
35
Raymond James & Associates
Florida
$34.4M -$1.15M -11,258 -3%
DF
36
Donoghue Forlines
Massachusetts
$32.2M +$32.4M +318,075 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$31.6M -$15.1M -147,715 -32%
MIH
38
Madison Investment Holdings
Wisconsin
$30.7M -$64.3M -630,197 -67%
Stifel Financial
39
Stifel Financial
Missouri
$30M -$6.2M -60,808 -17%
GAG
40
GM Advisory Group
New York
$29.4M +$29.7M +290,907 New
MG
41
Mather Group
Illinois
$26.4M +$4.32M +42,360 +19%
CIM
42
Confluence Investment Management
Missouri
$26.1M -$531K -5,203 -2%
NSLI
43
Nan Shan Life Insurance
Taiwan
$24.9M +$25.1M +245,648 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$24.8M -$2.68M -26,271 -10%
MNG
45
Manning & Napier Group
New York
$24.3M
MD
46
Money Design
Japan
$23M +$4.68M +45,862 +25%
BCI
47
Brinker Capital Investments
Pennsylvania
$22.8M +$4.01M +39,272 +21%
GG
48
GenWealth Group
New Jersey
$22.1M +$328K +3,214 +1%
CI Investments Inc
49
CI Investments Inc
Ontario, Canada
$21.6M +$19.4M +190,000 +792%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$21M +$1.73M +16,951 +9%

IEF Hedge Fund Activity: Q3 2018 in Review

379 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2018, worth a combined $6.79B — up 6.8% from $6.36B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IEF and 48 opened new positions — a net loss of 8 holders — while 150 trimmed existing stakes and 111 added.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was State Street, cutting an estimated $96.2M.

  • 379 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2018, down from 387 in Q2 2018.
  • Funds reported $6.79B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2018, up 6.8% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2018 and 56 closed out, a net change of -8 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2018 was Ameriprise, an estimated $284M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2018 was State Street, an estimated $96.2M sold.

Based on aggregated 13F filings for Q3 2018.