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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
SMFG
51
Sumitomo Mitsui Financial Group
Japan
$19.4M -$2.31M -22,606 -11%
State Street
52
State Street
Massachusetts
$19.3M -$96.2M -942,756 -83%
Asset Management One
53
Asset Management One
Japan
$17.2M
TCM
54
Twele Capital Management
Minnesota
$17M +$1.27M +12,450 +8%
A
55
AdvicePeriod
California
$16.5M +$339K +3,327 +2%
EB
56
Eastern Bank
Massachusetts
$16.4M +$169K +1,655 +1%
ACI
57
Alpha Cubed Investments
California
$16.4M -$46.6K -457 -0.3%
Citadel Advisors
58
Citadel Advisors
Florida
$15.8M +$15.9M +155,969 New
WIP
59
Wellesley Investment Partners
Massachusetts
$15.6M +$4.67M +45,776 +42%
SAS
60
Sage Advisory Services
Texas
$15.3M +$49.9K +489 +0.3%
MIAN
61
Mariner Independent Advisor Network
Kansas
$15M +$1.22M +11,914 +9%
GWM
62
Geneos Wealth Management
Colorado
$14.3M +$8.95M +87,710 +163%
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$13.7M +$8.42M +82,501 +157%
CWM
64
Cornerstone Wealth Management
Missouri
$13.4M +$70.3M +689,432 +94%
DRS
65
Deane Retirement Strategies
Louisiana
$13.3M +$13.4M +131,264 +1,875,200%
Lazard Asset Management
66
Lazard Asset Management
New York
$13M
TC
67
Trilogy Capital
California
$12.8M -$12.6K -124 -0.1%
FIM
68
Freedom Investment Management
Connecticut
$12.7M -$172K -1,691 -1%
HI
69
Hudock Inc
Pennsylvania
$12.6M +$209K +2,047 +2%
BCM
70
Brookstone Capital Management
Illinois
$12.2M -$7.1M -69,650 -37%
KeyBank National Association
71
KeyBank National Association
Ohio
$11.9M -$85K -833 -0.7%
CCP
72
Cardan Capital Partners
Colorado
$11.8M +$181K +1,772 +2%
HTC
73
Haverford Trust Company
Pennsylvania
$11.7M +$123K +1,209 +1%
FAAS
74
First Allied Advisory Services
California
$10.2M -$1.57M -15,362 -13%
SC
75
Sculptor Capital
New York
$9.93M +$10M +98,148 New

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.