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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
JIR
76
James Investment Research
Ohio
$12.7M +$780K +7,148 +7%
UBS AM
77
UBS AM
Illinois
$12.5M
Jane Street
78
Jane Street
New York
$12.4M -$13M -118,893 -51%
Nomura Asset Management
79
Nomura Asset Management
Japan
$11.9M +$11.8M +108,000 New
AWA
80
ARS Wealth Advisors
Florida
$11.8M +$11.6M +106,571 New
FAAS
81
First Allied Advisory Services
California
$11.5M -$4.23M -38,786 -27%
UCFA
82
United Capital Financial Advisors
Texas
$11.4M +$7.83M +71,761 +225%
JSAM
83
J. Safra Asset Management
New York
$11.1M +$10.9M +100,191 New
MFS
84
MSI Financial Services
Massachusetts
$11M +$7.21M +66,143 +197%
HighTower Advisors
85
HighTower Advisors
Illinois
$10.6M +$10M +91,729 +1,910%
William Blair Investment Management
86
William Blair Investment Management
Illinois
$10M +$164K +1,500 +2%
KSA
87
Ken Stern & Associates
California
$9.6M +$9.49M +87,013 New
TA
88
TMD & Associates
Arizona
$9.38M +$3.22M +29,512 +53%
SPC
89
Sigma Planning Corp
Michigan
$9.13M -$953K -8,735 -10%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.07M +$8.65M +79,291 +2,459%
CA
91
Cetera Advisors
Colorado
$8.94M +$5.63M +51,603 +175%
EIM
92
Emerson Investment Management
Massachusetts
$8.82M +$21.5K +197 +0.2%
DWA
93
Dorsey Wright & Associates
California
$8.75M -$652K -5,978 -7%
EDRH
94
Edmond de Rothschild Holding
Switzerland
$8.7M +$8.06M +73,938 +1,510%
CG
95
Colony Group
Massachusetts
$8.5M +$6.22M +57,019 +284%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$8.48M +$928K +8,510 +12%
EDRS
97
Edmond de Rothschild (Suisse)
Switzerland
$8.37M +$8.27M +75,833 New
GWM
98
Geneos Wealth Management
Colorado
$8.34M +$8.26M +75,715 New
First Trust Advisors
99
First Trust Advisors
Illinois
$8.28M -$201K -1,843 -2%
FHA
100
First Horizon Advisors
Tennessee
$8.27M +$7.45M +68,318 +1,035%

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.