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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
AG
76
Advisor Group
Arizona
$9.92M -$5.63M -55,230 -36%
KSA
77
Ken Stern & Associates
California
$9.78M +$193K +1,890 +2%
KF
78
Krilogy Financial
Missouri
$9.45M -$84.1K -824 -0.9%
UCFA
79
United Capital Financial Advisors
Texas
$9.19M -$20.3M -198,594 -69%
WPA
80
West Paces Advisors
Georgia
$8.45M +$822K +8,056 +11%
FHC
81
First Heartland Consultants
Missouri
$8.38M -$1.69M -16,549 -17%
TC
82
Telemus Capital
Michigan
$8M -$862K -8,449 -10%
CA
83
Cambridge Associates
Massachusetts
$7.85M -$97.3K -954 -1%
FAT
84
First American Trust
California
$7.64M +$870K +8,525 +13%
AF
85
Alerus Financial
North Dakota
$7.49M +$167K +1,642 +2%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$7.4M +$228K +2,235 +3%
JG
87
Jefferies Group
New York
$6.92M +$6.97M +68,377 New
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$6.68M -$1.76M -17,282 -21%
GW
89
GW & Wade
Massachusetts
$6.67M -$422K -4,141 -6%
VC
90
Vicus Capital
Pennsylvania
$6.53M -$303K -2,971 -4%
JWS
91
Juncture Wealth Strategies
Arizona
$6.45M -$222K -2,181 -3%
ACM
92
Ashford Capital Management
Delaware
$6.32M +$739K +7,241 +13%
JIR
93
James Investment Research
Ohio
$6.28M -$1.15M -11,270 -15%
MML Investors Services
94
MML Investors Services
Massachusetts
$6.17M -$586K -5,743 -9%
CM
95
Columbus Macro
Pennsylvania
$5.97M -$111K -1,085 -2%
FA
96
Forefront Analytics
Pennsylvania
$5.91M +$28.3K +277 +0.5%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$5.79M -$43.5K -426 -0.7%
ACP
98
Aveo Capital Partners
Colorado
$5.76M -$438K -4,292 -7%
LWA
99
Lowe Wealth Advisors
Maryland
$5.52M -$416K -4,080 -7%
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$5.44M

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.