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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

307 hedge funds and large institutions have $5.64B invested in iShares 7-10 Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 110 reducing their positions, and 34 closing their positions.

Holders
307
Holders Change
+29
Holders Change %
+10.43%
% of All Funds
8.06%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.13%
New
68
Increased
94
Reduced
110
Closed
34
Calls
$568M
Puts
$246M
Net Calls
+$322M
Net Calls Change
-$146M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$881M
2
LPL Financial
2
LPL Financial
California
$99.5M
3
PAG
3
Pinnacle Advisory Group
Maryland
$37.2M
4
AssetMark Inc
4
AssetMark Inc
California
$66.5M
5
PP
5
Pension Partners
New York
$30.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$267M
2
Axa
2
Axa
France
$0
3
CS
3
Credit Suisse
Switzerland
$53.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$149M
5
UCFA
5
United Capital Financial Advisors
Texas
$3.37M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$3.03M 28,680 +5,013 +21%
CIM
127
Cetera Investment Management
California
$3.02M 28,551 +28,551 New
VWM
128
Venturi Wealth Management
Texas
$3M 28,384 +28,384 New
FIM
129
Freedom Investment Management
Connecticut
$2.95M 27,896 -30,038 -52%
FAT
130
First American Trust
California
$2.93M 27,755 +790 +3%
SAM
131
SignalPoint Asset Management
Missouri
$2.93M 27,728 -1,204 -4%
SWP
132
Stratos Wealth Partners
Ohio
$2.92M 27,639 -31,833 -54%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$2.66M 25,208 +20,630 +451%
IPC
134
Independent Portfolio Consultants
Florida
$2.62M 24,790 -262 -1%
IA
135
IFP Advisors
Florida
$2.47M 23,394 +23,394 New
ICAS
136
Investors Capital Advisory Services
Massachusetts
$2.45M 23,241 +19,189 +474%
RC
137
RBO & Co
California
$2.4M 22,700 +22,700 New
DS
138
DRW Securities
Illinois
$2.4M 22,684 -6,390 -22%
VF
139
Virtu Financial
New York
$2.36M 22,342 +22,342 New
CAM
140
Concorde Asset Management
Michigan
$2.34M 22,110 -9,693 -30%
FBNAT
141
FirstMerit Bank N.A. Trustee
Ohio
$2.29M 21,676 -760 -3%
GW
142
GW & Wade
Massachusetts
$2.28M 21,593 +2 +0%
VKH
143
Virtu KCG Holdings
New York
$2.24M 21,166 -25,396 -55%
FWM
144
Frontier Wealth Management
Missouri
$2.15M 20,377 +2,346 +13%
CG
145
Colony Group
Massachusetts
$2.12M 20,054 +846 +4%
Nomura Holdings
146
Nomura Holdings
Japan
$2.06M 19,460 +19,460 New
NIMC
147
NWQ Investment Management Company
California
$2.04M 19,303 +19,303 New
BWAM
148
Boyd Watterson Asset Management
Ohio
$2.04M 19,291 +3,252 +20%
CIM
149
Cambria Investment Management
California
$1.99M 18,833 -43,881 -70%
HPC
150
HM Payson & Co
Maine
$1.98M 18,728 – –
4 5
6
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