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iShares 7-10 Year Treasury Bond ETF

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

129% more call options, than puts

Call options by funds: $660M | Put options by funds: $288M

119% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 36

35% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 100

26% more funds holding in top 10

Funds holding in top 10: 4354 (+11)

25% more capital invested

Capital invested by funds: $5.64B → $7.07B (+$1.42B)

12% more funds holding

Funds holding: 307344 (+37)

1.29% less ownership

Funds ownership: 69.63%68.35% (-1.3%)

Holders
344
Holders Change
+37
Holders Change %
+12.05%
% of All Funds
9.17%
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
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
126
VSR Financial Services
Kansas
$5.07M +$306K +2,806 +7%
EC
127
Estate Counselors
Wisconsin
$4.92M +$4.86M +44,540 New
FAG
128
Financial Advisory Group
Texas
$4.68M +$4.62M +42,401 New
State Street
129
State Street
Massachusetts
$4.66M +$4.6M +42,185 New
KF
130
Krilogy Financial
Missouri
$4.53M +$4.48M +41,059 New
JIP
131
Jaffetilchin Investment Partners
Florida
$4.43M +$67.3K +617 +2%
TFA
132
Transamerica Financial Advisors
Florida
$4.36M -$4.68M -42,891 -52%
BTS
133
BB&T Securities
Virginia
$4.35M -$602K -5,520 -12%
VWM
134
Venturi Wealth Management
Texas
$4.14M +$996K +9,130 +32%
IPC
135
Independent Portfolio Consultants
Florida
$4.12M +$1.37M +12,580 +51%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$4.01M +$331K +3,035 +9%
HFS
137
HL Financial Services
Kentucky
$3.87M -$4.87M -44,615 -56%
US Bancorp
138
US Bancorp
Minnesota
$3.79M -$905K -8,295 -19%
LVP
139
Limestone Value Partners
Texas
$3.72M +$307K +2,815 +9%
SB
140
Suntrust Banks
Georgia
$3.71M -$685K -6,282 -16%
PAG
141
Private Advisor Group
New Jersey
$3.54M +$155K +1,417 +5%
BCM
142
Brookstone Capital Management
Illinois
$3.32M +$3.29M +30,123 New
LG
143
Leuthold Group
Minnesota
$3.31M -$1.86M -17,028 -36%
ICAS
144
Investors Capital Advisory Services
Massachusetts
$3.24M +$671K +6,153 +26%
William Blair & Company
145
William Blair & Company
Illinois
$3.21M +$44.1K +404 +1%
LGWM
146
Litman Gregory Wealth Management
California
$3.21M -$218K -1,999 -6%
SAM
147
SignalPoint Asset Management
Missouri
$3.13M +$67.3K +617 +2%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$3.07M -$175K -1,602 -5%
FAT
149
First American Trust
California
$3.04M -$22.7K -208 -0.7%
FIM
150
Freedom Investment Management
Connecticut
$2.94M -$138K -1,261 -5%

IEF Hedge Fund Activity: Q1 2016 in Review

344 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2016, worth a combined $7.07B — up 25% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IEF positions and 36 closed out — a net gain of 43 holders — while 135 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $335M. The largest seller was United Services Automobile Association, cutting an estimated $56.3M.

  • 344 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2016, up from 307 in Q4 2015.
  • Funds reported $7.07B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2016, up 25% quarter-over-quarter.
  • 79 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2016 and 36 closed out, a net change of +43 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2016 was Bank of America, an estimated $335M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2016 was United Services Automobile Association, an estimated $56.3M sold.

Based on aggregated 13F filings for Q1 2016.