iShares 7-10 Year Treasury Bond ETF
409 hedge funds and large institutions have $5.31B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 117 reducing their positions, and 30 closing their positions.
170% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 30
28% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 117
13% more funds holding
Funds holding: 363 → 409 (+46)
6% more funds holding in top 10
Funds holding in top 10: 33 → 35 (+2)
3.8% more ownership
Funds ownership: 67.85% → 71.66% (+3.8%)
1% less capital invested
Capital invested by funds: $5.36B → $5.31B (-$51.2M)
58% less call options, than puts
Call options by funds: $444M | Put options by funds: $1.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$141M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$111M |
| 3 |
BlackRock
New York
|
+$58.5M |
| 4 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$57.9M |
| 5 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
+$52.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$333M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$230M |
| 3 |
Jane Street
New York
|
-$29.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$27.1M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$26.3M |
IEF Hedge Fund Activity: Q4 2017 in Review
409 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2017, worth a combined $5.31B — down 0.96% from $5.36B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new IEF positions and 30 closed out — a net gain of 51 holders — while 150 added to existing stakes and 117 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was JP Morgan Chase, cutting an estimated $333M.
- 409 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2017, up from 363 in Q3 2017.
- Funds reported $5.31B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2017, down 0.96% quarter-over-quarter.
- 81 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2017 and 30 closed out, a net change of +51 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2017 was Morgan Stanley, an estimated $141M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2017 was JP Morgan Chase, an estimated $333M sold.
Based on aggregated 13F filings for Q4 2017.