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iShares 7-10 Year Treasury Bond ETF

369 hedge funds and large institutions have $5.63B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

33% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 116

12% more capital invested

Capital invested by funds: $5.03B → $5.63B (+$606M)

6.26% more ownership

Funds ownership: 66.56%72.82% (+6.3%)

3% more funds holding

Funds holding: 358369 (+11)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

78% less call options, than puts

Call options by funds: $132M | Put options by funds: $608M

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
9.2%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.87%
New
48
Increased
154
Reduced
116
Closed
35
Calls
$132M
Puts
$608M
Net Calls
-$476M
Net Calls Change
-$634M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
76
Krilogy Financial
Missouri
$7.75M +$2.48M +23,241 +47%
BFM
77
Boston Financial Management
Massachusetts
$7.45M -$348K -3,262 -4%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$7.25M -$274K -2,570 -4%
AF
79
Alerus Financial
North Dakota
$7.1M +$13.7K +128 +0.2%
BSAM
80
Blue Sky Asset Management
Colorado
$7.02M -$4.29M -40,155 -38%
CFG
81
Citizens Financial Group
Rhode Island
$6.98M +$794K +7,435 +13%
JWS
82
Juncture Wealth Strategies
Arizona
$6.94M +$424K +3,973 +6%
DC
83
Davenport & Co
Virginia
$6.8M -$3.06M -28,669 -31%
Citadel Advisors
84
Citadel Advisors
Florida
$6.79M +$6.8M +63,702 New
LWA
85
Lowe Wealth Advisors
Maryland
$6.76M -$5.55K -52 -0.1%
VC
86
Vicus Capital
Pennsylvania
$6.74M +$5.99M +56,094 +785%
QA
87
Quantitative Advantage
Minnesota
$6.69M +$5.42M +50,717 +421%
CCM
88
Coldstream Capital Management
Washington
$6.29M +$400K +3,747 +7%
WI
89
WBI Investments
New Jersey
$6.21M -$350K -3,278 -5%
CA
90
Cetera Advisors
Colorado
$6.04M +$84.1K +787 +1%
SMM
91
Stadion Money Management
Georgia
$6.03M -$439K -4,109 -7%
Wolverine Trading
92
Wolverine Trading
Illinois
$6.03M +$2.57M +24,055 +74%
SAM
93
SignalPoint Asset Management
Missouri
$6.02M
AMG
94
Asset Management Group
Connecticut
$5.99M -$96.7K -905 -2%
EF
95
Empirical Finance
Pennsylvania
$5.97M +$3.97M +37,183 +198%
BSB
96
Bangor Savings Bank
Maine
$5.74M -$266K -2,492 -4%
Mitsubishi UFJ Trust & Banking
97
Mitsubishi UFJ Trust & Banking
Japan
$5.74M +$53.9K +505 +0.9%
ECM
98
Evergreen Capital Management
Washington
$5.64M +$667K +6,241 +13%
MCM
99
Moore Capital Management
New York
$5.63M +$5.64M +52,821 New
VAM
100
Visionary Asset Management
Texas
$5.46M -$704K -6,592 -11%

IEF Hedge Fund Activity: Q2 2017 in Review

369 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2017, worth a combined $5.63B — up 12% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IEF positions and 35 closed out — a net gain of 13 holders — while 154 added to existing stakes and 116 trimmed.

The largest buyer was Ameriprise, adding an estimated $364M. The largest seller was UBS Group, cutting an estimated $221M.

  • 369 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2017, up from 358 in Q1 2017.
  • Funds reported $5.63B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2017, up 12% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2017 and 35 closed out, a net change of +13 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $364M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2017 was UBS Group, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2017.