We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

387 hedge funds and large institutions have $6.36B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $6.05B → $6.36B (+$309M)

1.5% more ownership

Funds ownership: 73.32% → 74.82% (+1.5%)

1% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 139

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

2% less funds holding

Funds holding: 396 → 387 (-9)

9% less funds holding in top 10

Funds holding in top 10: 35 → 32 (-3)

39% less call options, than puts

Call options by funds: $1.57B | Put options by funds: $2.58B

Holders
387
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.86%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.73%
New
41
Increased
140
Reduced
139
Closed
44
Calls
$1.57B
Puts
$2.58B
Net Calls
-$1B
Net Calls Change
-$264M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$543M
2
PAG
Pinnacle Advisory Group
Maryland
+$93.1M
3
SWM
SVA Wealth Management
Wisconsin
+$73.9M
4
CWM
Cornerstone Wealth Management
Missouri
+$73.5M
5
CSIA
Charles Schwab Investment Advisory
California
+$69.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$203M
2
Morgan Stanley
Morgan Stanley
New York
-$180M
3
IL
Investure LLC
Virginia
-$59.2M
4
MIAN
Mariner Independent Advisor Network
Kansas
-$50.7M
5
3AM
3EDGE Asset Management
Florida
-$42.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Asset Management One
51
Asset Management One
Japan
$17.4M – – –
ACI
52
Alpha Cubed Investments
California
$16.8M -$856K -8,403 -5%
EB
53
Eastern Bank
Massachusetts
$16.4M -$1.79M -17,617 -10%
MSWM
54
Mader & Shannon Wealth Management
Missouri
$16.4M +$16.3M +160,216 New
A
55
AdvicePeriod
California
$16.3M +$15.5M +151,932 +2,055%
TCM
56
Twele Capital Management
Minnesota
$15.9M – – –
MNG
57
Manning & Napier Group
New York
$15.9M – – –
AG
58
Advisor Group
Arizona
$15.7M -$1.38M -13,582 -8%
SAS
59
Sage Advisory Services
Texas
$15.5M +$15.4M +150,871 New
JCM
60
JD Capital Management
Connecticut
$14.8M +$3.97M +38,938 +37%
MIAN
61
Mariner Independent Advisor Network
Kansas
$14.1M -$50.7M -497,757 -78%
TC
62
Trilogy Capital
California
$13M +$953K +9,354 +8%
FIM
63
Freedom Investment Management
Connecticut
$12.9M +$553K +5,433 +5%
HGWM
64
Harvest Group Wealth Management
Massachusetts
$12.7M -$975K -9,574 -7%
HI
65
Hudock Inc
Pennsylvania
$12.5M +$61.7K +606 +0.5%
KeyBank National Association
66
KeyBank National Association
Ohio
$12.2M -$2.07M -20,320 -15%
FAAS
67
First Allied Advisory Services
California
$12M -$2.12M -20,817 -15%
CCP
68
Cardan Capital Partners
Colorado
$11.8M +$6.01K +59 +0.1%
HTC
69
Haverford Trust Company
Pennsylvania
$11.7M +$282K +2,772 +2%
WIP
70
Wellesley Investment Partners
Massachusetts
$11.1M +$189K +1,859 +2%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$10.3M – – –
WAM
72
Wolverine Asset Management
Illinois
$10.3M +$10.2M +100,000 New
FHC
73
First Heartland Consultants
Missouri
$10.2M +$17K +167 +0.2%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$10.1M -$784K -7,700 -7%
Renaissance Technologies
75
Renaissance Technologies
New York
$10.1M +$2.39M +23,498 +31%
1 2
3
4 5

IEF Hedge Fund Activity: Q2 2018 in Review

387 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2018, worth a combined $6.36B — up 5.1% from $6.05B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of IEF and 41 opened new positions — a net loss of 3 holders — while 139 trimmed existing stakes and 140 added.

The largest buyer was Fidelity Investments, adding an estimated $543M. The largest seller was Ameriprise, cutting an estimated $203M.

  • 387 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2018, down from 396 in Q1 2018.
  • Funds reported $6.36B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2018, up 5.1% quarter-over-quarter.
  • 41 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2018 and 44 closed out, a net change of -3 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2018 was Fidelity Investments, an estimated $543M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2018 was Ameriprise, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2018.