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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

262 hedge funds and large institutions have $5.15B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+57
Holders Change %
+27.8%
% of All Funds
6.99%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.83%
New
77
Increased
77
Reduced
72
Closed
16
Calls
$8.63M
Puts
$73.7M
Net Calls
-$65.1M
Net Calls Change
+$4.97M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$540M
2
WIM
2
Windhaven Investment Management
Massachusetts
$738M
3
CS
3
Credit Suisse
Switzerland
$123M
4
Bank of America
4
Bank of America
North Carolina
$243M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$102M

Top Sellers

1
Citigroup
1
Citigroup
New York
$32M
2
DWA
2
Dorsey Wright & Associates
California
$1.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Barclays
4
Barclays
United Kingdom
$8.18M
5
JIR
5
James Investment Research
Ohio
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Advantage Investment Management
Iowa
$2.87M +$2.87M +27,091 New
ECM
102
ETrade Capital Management
Virginia
$2.8M -$93.8K -885 -3%
B
103
Baird
Wisconsin
$2.72M +$1.35M +12,732 +99%
PAG
104
Private Advisor Group
New Jersey
$2.68M +$1.41M +13,279 +111%
SAM
105
SignalPoint Asset Management
Missouri
$2.63M +$109K +1,030 +4%
AP
106
Advisors Preferred
Maryland
$2.59M -$171K -1,613 -6%
RTIM
107
Round Table Investment Management
North Carolina
$2.53M -$345K -3,256 -12%
FI
108
FormulaFolio Investments
Michigan
$2.39M +$2.39M +22,545 New
BWM
109
Biltmore Wealth Management
Arizona
$2.35M +$2.35M +22,169 New
TFF
110
The Family Firm
Maryland
$2.23M +$2.23M +21,031 New
CAM
111
Concorde Asset Management
Michigan
$2.16M +$2.16M +20,381 New
SB
112
Suntrust Banks
Georgia
$2.15M +$459K +4,331 +27%
IFWM
113
Institute for Wealth Management
Colorado
$2.14M -$1.1M -10,406 -34%
LPT
114
Legacy Private Trust
Wisconsin
$2.12M +$2.12M +19,996 New
AI
115
Atria Investments
North Carolina
$2.05M +$887K +8,367 +76%
CPO
116
Cerity Partners OCIO
New York
$1.97M +$1.4M +13,189 +246%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$1.9M +$391K +3,693 +26%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$1.87M +$734K +6,924 +65%
CB
119
Commerce Bank
Missouri
$1.86M – – –
SAM
120
Shamrock Asset Management
Texas
$1.82M -$671K -6,334 -27%
HPC
121
HM Payson & Co
Maine
$1.75M – – –
HFS
122
HL Financial Services
Kentucky
$1.71M -$396K -3,738 -19%
SWP
123
Stratos Wealth Partners
Ohio
$1.69M -$218K -2,056 -11%
TCM
124
Twele Capital Management
Minnesota
$1.68M – – –
IL
125
Investure LLC
Virginia
$1.68M +$1.68M +15,800 New
3 4
5
6 7