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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
FAT
101
First American Trust
California
$5.42M +$840K +7,867 +18%
CS
102
Credit Suisse
Switzerland
$5.17M -$11M -102,927 -68%
LFG
103
LifePlan Financial Group
Ohio
$4.95M +$2.02M +18,921 +69%
Rafferty Asset Management
104
Rafferty Asset Management
New York
$4.58M +$2.46M +23,000 +115%
GWM
105
Geneos Wealth Management
Colorado
$4.5M -$1.71M -16,022 -28%
IA
106
IndexIQ Advisors
New York
$4.5M +$44.2K +414 +1%
CCWA
107
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.42M -$206K -1,930 -4%
Creative Planning
108
Creative Planning
Kansas
$4.3M -$1.35M -12,619 -24%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$4.24M -$353K -3,305 -8%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$4.17M +$207K +1,934 +5%
TAIM
111
TD Ameritrade Investment Management
Nebraska
$4.11M -$23.1M -216,475 -85%
ACM
112
AUA Capital Management
Pennsylvania
$4.04M +$360K +3,372 +10%
Millennium Management
113
Millennium Management
New York
$3.97M +$1.69M +15,862 +74%
OAM
114
Oppenheimer Asset Management
New York
$3.94M -$466K -4,367 -11%
KC
115
Kingfisher Capital
North Carolina
$3.86M +$120K +1,120 +3%
HFS
116
HL Financial Services
Kentucky
$3.8M +$1.65M +15,423 +76%
MIG
117
Mariner Investment Group
New York
$3.79M -$2.46M -23,000 -39%
AC
118
AFAM Capital
Texas
$3.78M +$1.37M +12,783 +56%
FIMG
119
Financial & Investment Management Group
Michigan
$3.76M
LGWM
120
Litman Gregory Wealth Management
California
$3.64M +$101K +947 +3%
US Bancorp
121
US Bancorp
Minnesota
$3.61M -$94.9K -889 -3%
1832 Asset Management
122
1832 Asset Management
Ontario, Canada
$3.54M +$737K +6,898 +26%
GW
123
GW & Wade
Massachusetts
$3.43M +$62.5K +585 +2%
CLOS
124
Compagnie Lombard Odier SCmA
Switzerland
$3.42M -$993K -9,300 -22%
WCM
125
Weatherstone Capital Management
Colorado
$3.42M -$256K -2,400 -7%

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.