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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

205 hedge funds and large institutions have $3.42B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+4
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.49%
New
31
Increased
73
Reduced
75
Closed
27
Calls
$22.6M
Puts
$92.6M
Net Calls
-$70.1M
Net Calls Change
-$534M

Top Buyers

1
U
UBS
Switzerland
$192M
2
EA
Euclid Advisors
Connecticut
$61.5M
3
Barclays
Barclays
United Kingdom
$30.5M
4
USAA
United Services Automobile Association
Texas
$206M
5
AssetMark Inc
AssetMark Inc
California
$105M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$1.21M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.5M
3
PI
Placemark Investments
Illinois
$5.71M
4
Bank of America
Bank of America
North Carolina
$153M
5
VAM
Visionary Asset Management
Texas
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
126
Cetera Advisor Networks
California
$694K +$201K +1,930 +41%
GEM
127
Global Endowment Management
North Carolina
$674K +$259K +2,500 +63%
Creative Planning
128
Creative Planning
Kansas
$669K -$47.5K -458 -7%
CC
129
Cadinha & Co
Hawaii
$666K -$79.2K -765 -11%
FIM
130
Freedom Investment Management
Connecticut
$645K -$38.8K -374 -6%
HCMT
131
Highland Capital Management (Tennessee)
Tennessee
$556K +$1.45K +14 +0.3%
CPO
132
Cerity Partners OCIO
New York
$556K +$132K +1,278 +31%
CHAM
133
Clear Harbor Asset Management
Connecticut
$546K +$14.2K +137 +3%
PVH
134
Psagot Value Holdings
Israel
$515K -$279K -2,694 -35%
1IC
135
1919 Investment Counsel
Maryland
$514K -$18.2K -176 -3%
MFS
136
MSI Financial Services
Massachusetts
$508K +$170K +1,643 +50%
KFS
137
KMS Financial Services
Washington
$489K -$163K -1,577 -25%
CFB
138
Cullen/Frost Bankers
Texas
$476K -$227K -2,185 -32%
NB
139
NBT Bank
New York
$418K -$104 -1 -0%
FC
140
Forte Capital
New York
$416K +$416K +4,011 New
HS
141
Huntington Steele
Pennsylvania
$388K – – –
CCA
142
Checchi Capital Advisers
California
$388K +$31.5K +304 +9%
RJT
143
Raymond James Trust
Florida
$382K -$10.6K -102 -3%
FNYS
144
First New York Securities
New York
$359K +$359K +5,100 New
V
145
Veritable
Delaware
$357K +$25.3K +244 +8%
WAM
146
Wolverine Asset Management
Illinois
$352K -$72.5K -700 -17%
HH
147
Hilltop Holdings
Texas
$331K – – –
Fisher Asset Management
148
Fisher Asset Management
Washington
$321K -$54.1K -522 -14%
RFC
149
Regions Financial Corp
Alabama
$309K -$49.9K -481 -14%
LFG
150
LifePlan Financial Group
Ohio
$273K +$61.4K +592 +29%
4 5
6
7 8