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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

307 hedge funds and large institutions have $5.64B invested in iShares 7-10 Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 110 reducing their positions, and 34 closing their positions.

Holders
307
Holders Change
+29
Holders Change %
+10.43%
% of All Funds
8.06%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.13%
New
68
Increased
94
Reduced
110
Closed
34
Calls
$568M
Puts
$246M
Net Calls
+$322M
Net Calls Change
-$146M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$881M
2
LPL Financial
2
LPL Financial
California
$99.5M
3
PAG
3
Pinnacle Advisory Group
Maryland
$37.2M
4
AssetMark Inc
4
AssetMark Inc
California
$66.5M
5
PP
5
Pension Partners
New York
$30.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$267M
2
Axa
2
Axa
France
$0
3
CS
3
Credit Suisse
Switzerland
$53.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$149M
5
UCFA
5
United Capital Financial Advisors
Texas
$3.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$15M 142,489 -4,647 -3%
FAAS
52
First Allied Advisory Services
California
$15M 142,672 -47,780 -25%
NA
53
Nottingham Advisors
New York
$15M 141,783 +136,533 +2,601%
HI
54
Hudock Inc
Pennsylvania
$14.9M 141,443 -3,299 -2%
SMM
55
Stadion Money Management
Georgia
$14.8M 139,697 -3,571 -2%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$14M 133,039 +47,930 +56%
NFG
57
Noven Financial Group
Colorado
$14M 132,729 +5,955 +5%
NYLIM
58
New York Life Investment Management
New York
$13.7M 129,371 -155,319 -55%
UBS AM
59
UBS AM
Illinois
– – – –
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$13.3M 125,667 +51,249 +69%
FI
61
FormulaFolio Investments
Michigan
$12.8M 121,014 +15,065 +14%
SG
62
Strid Group
Pennsylvania
$12.5M 118,127 +118,127 New
MSWM
63
Mader & Shannon Wealth Management
Missouri
$11.7M 110,410 +110,410 New
JIR
64
James Investment Research
Ohio
$11.4M 108,203 +6,366 +6%
GWM
65
Gupta Wealth Management
California
$10.5M 99,863 +31,045 +45%
SIA
66
Spruce Investment Advisors
Connecticut
$10.4M 98,391 -321 -0.3%
CCP
67
Cardan Capital Partners
Colorado
$10.1M 95,672 +95,672 New
HCM
68
Hilton Capital Management
New York
– – – –
SPC
69
Sigma Planning Corp
Michigan
$9.66M 91,450 +81,258 +797%
William Blair Investment Management
70
William Blair Investment Management
Illinois
$9.45M 89,500 +7,600 +9%
VFA
71
Voya Financial Advisors
Connecticut
$9.04M 85,752 -97,550 -53%
DWA
72
Dorsey Wright & Associates
California
$9.01M 85,297 +66,181 +346%
AIA
73
Alerus Investment Advisors
Minnesota
$8.72M 82,558 -76,915 -48%
TFA
74
Transamerica Financial Advisors
Florida
$8.7M 82,367 +45,165 +121%
EIM
75
Emerson Investment Management
Massachusetts
$8.42M 79,759 +34,140 +75%
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