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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

201 hedge funds and large institutions have $4.8B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
5.78%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.66%
New
30
Increased
82
Reduced
64
Closed
18
Calls
$515M
Puts
$51.6M
Net Calls
+$464M
Net Calls Change
+$557M

Top Buyers

1
GHF
Good Harbor Financial
Illinois
$1.19B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$134M
3
Wells Fargo
Wells Fargo
California
$420M
4
PI
Placemark Investments
Illinois
$77M
5
Bank of America
Bank of America
North Carolina
$205M

Top Sellers

1
MIH
Madison Investment Holdings
Wisconsin
$0
2
Deutsche Bank
Deutsche Bank
Germany
$11.2M
3
EA
Euclid Advisors
Connecticut
$0
4
PAG
Pinnacle Advisory Group
Maryland
$0
5
JIR
James Investment Research
Ohio
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Coldstream Capital Management
Washington
$582K +$582K +5,615 New
HCMT
127
Highland Capital Management (Tennessee)
Tennessee
$555K +$49K +473 +10%
CHAM
128
Clear Harbor Asset Management
Connecticut
$532K -$38.3K -370 -7%
1IC
129
1919 Investment Counsel
Maryland
$532K +$2.69K +26 +0.5%
CAN
130
Cetera Advisor Networks
California
$493K -$3.74K -36 -0.8%
SWP
131
Stratos Wealth Partners
Ohio
$478K +$478K +4,610 New
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$467K -$282K -2,719 -38%
WAM
133
Wolverine Asset Management
Illinois
$424K +$290K +2,800 +215%
CPO
134
Cerity Partners OCIO
New York
$423K +$423K +4,085 New
NB
135
NBT Bank
New York
$418K -$239K -2,311 -36%
GEM
136
Global Endowment Management
North Carolina
$414K – – –
RJT
137
Raymond James Trust
Florida
$393K +$9.44K +91 +2%
HS
138
Huntington Steele
Pennsylvania
$388K -$17K -164 -4%
VF
139
Virtu Financial
New York
$380K +$23.5K +227 +7%
Fisher Asset Management
140
Fisher Asset Management
Washington
$375K +$60.2K +581 +19%
MA
141
MUFG Americas
New York
$371K -$128K -1,232 -26%
RFC
142
Regions Financial Corp
Alabama
$359K -$109K -1,054 -23%
CCA
143
Checchi Capital Advisers
California
$357K +$26.1K +252 +8%
TIM
144
Tortoise Investment Management
New York
$356K +$81.6K +788 +30%
AAS
145
Annex Advisory Services
Wisconsin
$353K +$353K +3,409 New
MFS
146
MSI Financial Services
Massachusetts
$338K +$90.9K +878 +37%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$334K -$13.9K -134 -4%
HH
148
Hilltop Holdings
Texas
$331K -$28.9K -279 -8%
V
149
Veritable
Delaware
$331K +$65.4K +632 +25%
DADC
150
D.A. Davidson & Co
Montana
$319K -$16.5K -160 -5%
4 5
6
7 8