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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

356 hedge funds and large institutions have $4.94B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 151 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.91%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.8%
New
66
Increased
88
Reduced
151
Closed
64
Calls
$672M
Puts
$515M
Net Calls
+$157M
Net Calls Change
+$282M

Top Buyers

1
IL
1
Investure LLC
Virginia
$154M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$157M
3
BA
3
BlackRock Advisors
Delaware
$50.4M
4
Jane Street
4
Jane Street
New York
$45M
5
FAG
5
Financial Advisory Group
Texas
$27.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$64.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$53.9M
3
UBS Group
3
UBS Group
Switzerland
$433M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
WIM
5
Windhaven Investment Management
Massachusetts
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
126
Litman Gregory Wealth Management
California
$3.35M +$220K +2,099 +7%
IA
127
IFP Advisors
Florida
$3.33M +$446K +4,258 +15%
LFG
128
LifePlan Financial Group
Ohio
$3.31M -$251K -2,396 -7%
PI
129
PineBridge Investments
New York
$3.25M +$3.25M +31,000 New
DWA
130
Dorsey Wright & Associates
California
$3.22M -$290K -2,770 -8%
PAG
131
Private Advisor Group
New Jersey
$2.61M -$357K -3,378 -12%
UBS AM
132
UBS AM
Illinois
$2.55M +$2.55M +24,276 New
FFBTD
133
First Financial Bank - Trust Division
Ohio
$2.54M +$111K +1,060 +5%
BAC
134
Boys Arnold & Co
North Carolina
$2.38M -$10.5K -100 -0.4%
RPG
135
Risk Paradigm Group
Texas
$2.34M -$3.77M -35,969 -62%
WP
136
WealthSource Partners
California
$2.28M -$945K -9,011 -29%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$2.28M -$38.6M -367,138 -94%
GW
138
GW & Wade
Massachusetts
$2.26M +$210 +2 +0%
GIBU
139
Gulf International Bank (UK)
United Kingdom
$2.15M – – –
TFA
140
Transamerica Financial Advisors
Florida
$2.13M +$84.9K +810 +4%
SMA
141
Simply Money Advisors
Ohio
$2.09M +$832K +7,936 +66%
HighTower Advisors
142
HighTower Advisors
Illinois
$2.09M -$418K -3,970 -17%
IFS
143
Ifrah Financial Services
Arkansas
$2.03M -$4.04M -38,590 -67%
AP
144
Advisors Preferred
Maryland
$1.98M +$654K +6,236 +49%
Barclays
145
Barclays
United Kingdom
$1.84M -$29.9M -285,369 -94%
SHIM
146
Stone House Investment Management
Pennsylvania
$1.83M +$1.83M +17,422 New
AWA
147
ARS Wealth Advisors
Florida
$1.8M -$3.1M -29,556 -63%
CIM
148
Cambria Investment Management
California
$1.79M – – –
FNBOO
149
First National Bank of Omaha
Nebraska
$1.73M +$36.7K +350 +2%
VFA
150
Voya Financial Advisors
Connecticut
$1.73M -$3.27M -31,288 -65%
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