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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
SG Americas Securities
51
SG Americas Securities
New York
$19.2M +$19M +174,408 New
CIM
52
Confluence Investment Management
Missouri
$17.7M +$10.5M +96,577 +151%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$17.6M +$14.6M +134,264 +533%
MTB
54
Mizuho Trust & Banking
Japan
$17.6M
DSN
55
D. Scott Neal
Kentucky
$17.6M -$3.76M -34,487 -18%
BT
56
Beacon Trust
New Jersey
$17.5M +$10.5M +96,658 +156%
MIAN
57
Mariner Independent Advisor Network
Kansas
$17.4M +$17.2M +157,896 New
CCM
58
Coldstream Capital Management
Washington
$17.3M +$17.1M +156,489 New
HFA
59
High Falls Advisors
New York
$17M +$16.7M +152,898 +14,397%
KLC
60
Knowledge Leaders Capital
Colorado
$17M +$16.8M +153,872 New
Bank of New York Mellon
61
Bank of New York Mellon
New York
$16.2M -$5.15M -47,208 -24%
SAS
62
Sage Advisory Services
Texas
$15.9M -$12.2M -111,605 -44%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$15.2M -$4.85M -44,463 -24%
NA
64
Nottingham Advisors
New York
$15M
CCP
65
Cardan Capital Partners
Colorado
$14.7M +$4.12M +37,762 +39%
FA
66
FDx Advisors
Illinois
$14.4M -$16.4M -150,554 -54%
FI
67
FormulaFolio Investments
Michigan
$14.2M +$810K +7,431 +6%
HI
68
Hudock Inc
Pennsylvania
$14M -$1.55M -14,183 -10%
NYLIM
69
New York Life Investment Management
New York
$13.8M -$425K -3,900 -3%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$13.8M -$4.42M -40,494 -24%
HT
71
HAP Trading
New York
$13.8M +$13.6M +125,000 New
DC
72
Davenport & Co
Virginia
$13.4M +$5.43M +49,777 +69%
GWM
73
Gupta Wealth Management
California
$13.3M +$2.3M +21,077 +21%
AIG
74
American International Group
New York
$13.3M +$5.26M +48,194 +66%
SG
75
Strid Group
Pennsylvania
$13M -$42.6K -391 -0.3%

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.