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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
AIM
101
Advantage Investment Management
Iowa
$7.88M +$6.58M +60,309 +545%
SMH
102
Sanders Morris Harris
Texas
$7.73M +$7.64M +70,038 New
WIP
103
Wellesley Investment Partners
Massachusetts
$7.67M +$729K +6,687 +11%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$7.59M +$6.25M +57,275 +497%
BCI
105
Brinker Capital Investments
Pennsylvania
$7.46M +$6.79M +62,261 +1,170%
FHC
106
First Heartland Consultants
Missouri
$7.32M +$331K +3,032 +5%
AIA
107
Alerus Investment Advisors
Minnesota
$7.02M -$2.07M -18,935 -23%
QA
108
Quantitative Advantage
Minnesota
$6.95M -$115K -1,056 -2%
Millennium Management
109
Millennium Management
New York
$6.81M +$3M +27,505 +80%
AMG
110
Asset Management Group
Connecticut
$6.73M -$28.7K -263 -0.4%
IFS
111
Ifrah Financial Services
Arkansas
$6.46M -$28.1K -258 -0.4%
IAM
112
ITS Asset Management
Pennsylvania
$6.35M +$1.28M +11,728 +26%
LWA
113
Lowe Wealth Advisors
Maryland
$6.25M +$507K +4,653 +9%
ECM
114
Evergreen Capital Management
Washington
$6.21M +$303K +2,780 +5%
TCM
115
Twele Capital Management
Minnesota
$6.14M +$5M +45,800 +464%
PAS
116
Park Avenue Securities
New York
$6.07M -$31.7M -291,071 -84%
MSA
117
Mason Street Advisors
Wisconsin
$6.05M -$404K -3,700 -6%
LFG
118
LifePlan Financial Group
Ohio
$5.92M +$1.48M +13,552 +34%
NC
119
NewSquare Capital
Pennsylvania
$5.79M -$163K -1,490 -3%
WP
120
WealthSource Partners
California
$5.74M +$5.68M +52,042 New
HSBC Holdings
121
HSBC Holdings
United Kingdom
$5.71M -$1.64M -15,033 -23%
SLG
122
Stanley-Laman Group
Pennsylvania
$5.53M +$5.47M +50,136 New
ACI
123
Alpha Cubed Investments
California
$5.34M +$262K +2,404 +5%
BWM
124
Biltmore Wealth Management
Arizona
$5.29M +$5.22M +47,902 New
ECM
125
ETrade Capital Management
Virginia
$5.09M -$3.18M -29,182 -39%

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.