IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

344 hedge funds and large institutions have $7.07B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 135 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+37
Holders Change %
+12.05%
% of All Funds
9.18%
Holding in Top 10
54
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25.58%
% of All Funds
1.44%
New
79
Increased
135
Reduced
100
Closed
36
Calls
$660M
Puts
$288M
Net Calls
+$372M
Net Calls Change
+$50.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$618M
2
Ameriprise
Ameriprise
Minnesota
$203M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$127M
4
Morgan Stanley
Morgan Stanley
New York
$273M
5
Wells Fargo
Wells Fargo
California
$652M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$336M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$106M
3
WIM
Windhaven Investment Management
Massachusetts
$876M
4
CCMG
Clark Capital Management Group
Pennsylvania
$535K
5
PAS
Park Avenue Securities
New York
$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFS
126
VSR Financial Services
Kansas
$5.07M +$310K +2,806 +7%
EC
127
Estate Counselors
Wisconsin
$4.92M +$4.92M +44,540 New
FAG
128
Financial Advisory Group
Texas
$4.68M +$4.68M +42,401 New
State Street
129
State Street
Massachusetts
$4.66M +$4.66M +42,185 New
KF
130
Krilogy Financial
Missouri
$4.53M +$4.53M +41,059 New
JIP
131
Jaffetilchin Investment Partners
Florida
$4.43M +$68.1K +617 +2%
TFA
132
Transamerica Financial Advisors
Florida
$4.36M -$4.73M -42,891 -52%
BTS
133
BB&T Securities
Virginia
$4.35M -$609K -5,520 -12%
VWM
134
Venturi Wealth Management
Texas
$4.14M +$1.01M +9,130 +32%
IPC
135
Independent Portfolio Consultants
Florida
$4.12M +$1.39M +12,580 +51%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$4.01M +$335K +3,035 +9%
HFS
137
HL Financial Services
Kentucky
$3.87M -$4.92M -44,615 -56%
US Bancorp
138
US Bancorp
Minnesota
$3.79M -$915K -8,295 -19%
LVP
139
Limestone Value Partners
Texas
$3.72M +$309K +2,815 +9%
SB
140
Suntrust Banks
Georgia
$3.71M -$693K -6,282 -16%
PAG
141
Private Advisor Group
New Jersey
$3.55M +$156K +1,417 +5%
BCM
142
Brookstone Capital Management
Illinois
$3.32M +$3.32M +30,123 New
LG
143
Leuthold Group
Minnesota
$3.31M -$1.88M -17,028 -36%
ICAS
144
Investors Capital Advisory Services
Massachusetts
$3.24M +$679K +6,153 +26%
William Blair & Company
145
William Blair & Company
Illinois
$3.21M +$44.6K +404 +1%
LGWM
146
Litman Gregory Wealth Management
California
$3.21M -$221K -1,999 -6%
SAM
147
SignalPoint Asset Management
Missouri
$3.13M +$68.1K +617 +2%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$3.07M -$177K -1,602 -5%
FAT
149
First American Trust
California
$3.04M -$22.9K -208 -0.7%
FIM
150
Freedom Investment Management
Connecticut
$2.94M -$139K -1,261 -5%
4 5
6
7 8