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iShares 7-10 Year Treasury Bond ETF
IEF

519 hedge funds and large institutions have $14.1B invested in iShares 7-10 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 211 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

25% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 169

12% more capital invested

Capital invested by funds: $12.6B → $14.1B (+$1.5B)

4% more funds holding

Funds holding: 499 → 519 (+20)

3% more funds holding in top 10

Funds holding in top 10: 66 → 68 (+2)

2.76% more ownership

Funds ownership: 74.37% → 77.13% (+2.8%)

95% less call options, than puts

Call options by funds: $227M | Put options by funds: $4.85B

Holders
519
Holders Change
+20
Holders Change %
+4.01%
% of All Funds
11.38%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.49%
New
82
Increased
211
Reduced
169
Closed
57
Calls
$227M
Puts
$4.85B
Net Calls
-$4.63B
Net Calls Change
-$2.29B

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$2.01B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$329M
3
Victory Capital Management
Victory Capital Management
Texas
+$189M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$112M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$99.2M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$666M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$301M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$276M
4
USAA
United Services Automobile Association
Texas
-$195M
5
Morgan Stanley
Morgan Stanley
New York
-$95.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$35.4M +$9.69M +86,894 +38%
Parallax Volatility Advisers
52
Parallax Volatility Advisers
California
$34.7M +$5.73M +51,326 +20%
PI
53
PFS Investments
Georgia
$34.4M -$24.5M -219,414 -42%
SG Americas Securities
54
SG Americas Securities
New York
$33.7M -$89.3M -800,385 -73%
LGWM
55
Litman Gregory Wealth Management
California
$32.8M +$28M +251,316 +624%
MTB
56
Mizuho Trust & Banking
Japan
$32.6M +$32.4M +290,000 New
MLM
57
Mount Lucas Management
Pennsylvania
$32M -$14.5M -129,765 -31%
HI
58
Horizon Investments
North Carolina
$31.6M -$29.1M -260,396 -48%
AG
59
Advisor Group
Arizona
$30.7M -$86.1M -772,067 -74%
FWP
60
FAS Wealth Partners
Kansas
$30.1M +$854K +7,653 +3%
WIP
61
Wellesley Investment Partners
Massachusetts
$29.6M +$2.99M +26,795 +11%
Rafferty Asset Management
62
Rafferty Asset Management
New York
$29.4M +$20.2M +181,000 +226%
AF
63
Alerus Financial
North Dakota
$27.3M +$18.8M +168,299 +226%
CSIA
64
Charles Schwab Investment Advisory
California
$26.9M -$619K -5,549 -2%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$26.5M -$416K -3,728 -2%
RJA
66
Raymond James & Associates
Florida
$26.2M -$12.8M -114,468 -33%
QFA
67
Quattro Financial Advisors
Texas
$25.1M +$112K +1,004 +0.5%
MIH
68
Madison Investment Holdings
Wisconsin
$24.8M +$2.6M +23,261 +12%
CCP
69
Cardan Capital Partners
Colorado
$23.8M +$353K +3,163 +2%
NA
70
Nottingham Advisors
New York
$22.8M +$22.6M +202,336 New
AIA
71
Ally Invest Advisors
North Carolina
$22.5M +$3.44M +30,861 +18%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$22.4M -$25.5M -228,644 -53%
KP
73
Keel Point
Alabama
$21.6M +$18M +161,331 +523%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$21.6M +$1.8M +16,140 +9%
RVPG
75
Relative Value Partners Group
$21.3M +$13.3M +119,163 +170%
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IEF Hedge Fund Activity: Q3 2019 in Review

519 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2019, worth a combined $14.1B — up 12% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IEF positions and 57 closed out — a net gain of 25 holders — while 211 added to existing stakes and 169 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.01B. The largest seller was AssetMark Inc, cutting an estimated $666M.

  • 519 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2019, up from 499 in Q2 2019.
  • Funds reported $14.1B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 82 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2019 and 57 closed out, a net change of +25 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $2.01B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2019 was AssetMark Inc, an estimated $666M sold.

Based on aggregated 13F filings for Q3 2019.