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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

372 hedge funds and large institutions have $6.5B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 137 reducing their positions, and 34 closing their positions.

Holders
372
Holders Change
+28
Holders Change %
+8.14%
% of All Funds
9.94%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
1.34%
New
68
Increased
124
Reduced
137
Closed
34
Calls
$793M
Puts
$531M
Net Calls
+$262M
Net Calls Change
-$110M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$149M
2
Ameriprise
2
Ameriprise
Minnesota
$310M
3
IUHSA
3
Itau Unibanco Holding S.A.
Brazil
$71.8M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$43.2M
5
MFS
5
MSI Financial Services
Massachusetts
$34.3M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$491M
2
Wells Fargo
2
Wells Fargo
California
$570M
3
LPL Financial
3
LPL Financial
California
$65.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$220M
5
Goldman Sachs
5
Goldman Sachs
New York
$33.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$19M 168,554 -152,906 -48%
MTB
52
Mizuho Trust & Banking
Japan
$18M 159,354 – –
BT
53
Beacon Trust
New Jersey
$18M 159,269 +833 +0.5%
DSN
54
D. Scott Neal
Kentucky
$17.7M 156,987 -2,296 -1%
Stifel Financial
55
Stifel Financial
Missouri
$17.6M 155,961 -21,798 -12%
SAS
56
Sage Advisory Services
Texas
$16.2M 143,403 -408 -0.3%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$15.7M 139,366 -7,748 -5%
HighTower Advisors
58
HighTower Advisors
Illinois
$15.4M 136,278 +39,746 +41%
FA
59
FDx Advisors
Illinois
$15.2M 134,931 +4,566 +4%
NYLIM
60
New York Life Investment Management
New York
$14.6M 129,371 +3,900 +3%
FI
61
FormulaFolio Investments
Michigan
$14.1M 124,952 -3,493 -3%
CCM
62
Coldstream Capital Management
Washington
$13.8M 122,342 -34,147 -22%
HCM
63
Hilton Capital Management
New York
– – – –
HI
64
Hudock Inc
Pennsylvania
$13.3M 117,402 -9,858 -8%
UBS AM
65
UBS AM
Illinois
– – – –
CA
66
Cetera Advisors
Colorado
$12.6M 111,726 +30,705 +38%
JIR
67
James Investment Research
Ohio
$12.3M 108,895 -6,456 -6%
AWA
68
ARS Wealth Advisors
Florida
$12.1M 107,287 +716 +0.7%
NA
69
NewEdge Advisors
Louisiana
$12.1M 106,977 +97,975 +1,088%
DC
70
Davenport & Co
Virginia
$11.8M 104,240 -17,588 -14%
SG
71
Strid Group
Pennsylvania
$11.7M 103,247 -14,489 -12%
GWM
72
Geneos Wealth Management
Colorado
$11.5M 101,891 +26,176 +35%
FAAS
73
First Allied Advisory Services
California
$11.4M 101,297 -2,589 -2%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$11.4M 100,848 +100,848 New
CCP
75
Cardan Capital Partners
Colorado
$11.1M 98,039 -35,395 -27%
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