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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

278 hedge funds and large institutions have $7.16B invested in iShares 7-10 Year Treasury Bond ETF in 2015 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 109 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
278
Holders Change
+27
Holders Change %
+10.76%
% of All Funds
7.77%
Holding in Top 10
44
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+120%
% of All Funds
1.23%
New
62
Increased
109
Reduced
74
Closed
33
Calls
$880M
Puts
$412M
Net Calls
+$468M
Net Calls Change
-$727M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$810M
2
Axa
2
Axa
France
$380M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$277M
4
CS
4
Credit Suisse
Switzerland
$304M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$118M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.9M
2
WIM
2
Windhaven Investment Management
Massachusetts
$636M
3
GAMA
3
Graticule Asia Macro Advisors
New York
$113M
4
PAG
4
Pinnacle Advisory Group
Maryland
$0
5
NYLIM
5
New York Life Investment Management
New York
$30.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
126
Beacon Financial Group
Texas
$2.73M 25,308 +25,308 New
IPC
127
Independent Portfolio Consultants
Florida
$2.7M 25,052 +21,482 +602%
BWM
128
Biltmore Wealth Management
Arizona
$2.64M 24,440 +405 +2%
William Blair & Company
129
William Blair & Company
Illinois
$2.55M 23,667 -89,022 -79%
FBNAT
130
FirstMerit Bank N.A. Trustee
Ohio
$2.42M 22,436 -1,140 -5%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$2.41M 22,356 +18,889 +545%
IFWM
132
Institute for Wealth Management
Colorado
$2.34M 21,666 +2,651 +14%
GW
133
GW & Wade
Massachusetts
$2.33M 21,591 +147 +0.7%
VC
134
Vicus Capital
Pennsylvania
$2.25M 20,855 -285 -1%
PAG
135
Private Advisor Group
New Jersey
$2.11M 19,538 -17,266 -47%
BPCE
136
Bank Pictet & Cie (Europe)
Germany
$2.09M 19,367 – –
RCAG
137
Rehmann Capital Advisory Group
Michigan
$2.08M 19,306 +8,627 +81%
CG
138
Colony Group
Massachusetts
$2.07M 19,208 +19,015 +9,852%
HPC
139
HM Payson & Co
Maine
$2.02M 18,728 +2,263 +14%
CWM
140
Concert Wealth Management
California
$2M 18,529 +18,529 New
FWM
141
Frontier Wealth Management
Missouri
$1.95M 18,031 -11,332 -39%
MFS
142
MSI Financial Services
Massachusetts
$1.82M 16,846 +727 +5%
TNBTD
143
Trustmark National Bank Trust Department
Mississippi
$1.79M 16,611 -1,233 -7%
WCM
144
Wunderlich Capital Managemnt
Tennessee
$1.77M 16,391 +6,594 +67%
BWAM
145
Boyd Watterson Asset Management
Ohio
$1.73M 16,039 -1,163 -7%
FIM
146
Freedom Investment Management
Connecticut
$1.64M 57,934 +45,361 +361%
GEM
147
Global Endowment Management
North Carolina
$1.6M 14,850 – –
EDRH
148
Edmond de Rothschild Holding
Switzerland
$1.59M 14,760 +14,760 New
EDRE
149
Edmond de Rothschild (Europe)
Luxembourg
$1.59M 14,760 +14,760 New
M&T Bank
150
M&T Bank
New York
$1.58M 14,600 +7,790 +114%
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