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iShares 7-10 Year Treasury Bond ETF

369 hedge funds and large institutions have $5.63B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

33% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 116

12% more capital invested

Capital invested by funds: $5.03B → $5.63B (+$606M)

6.26% more ownership

Funds ownership: 66.56%72.82% (+6.3%)

3% more funds holding

Funds holding: 358369 (+11)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

78% less call options, than puts

Call options by funds: $132M | Put options by funds: $608M

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
9.2%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.87%
New
48
Increased
154
Reduced
116
Closed
35
Calls
$132M
Puts
$608M
Net Calls
-$476M
Net Calls Change
-$634M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
126
Dorsey Wright & Associates
California
$3.4M -$365K -3,414 -10%
MLIC
127
Mandatum Life Insurance Company
Finland
$3.39M +$3.39M +31,771 New
WP
128
WealthSource Partners
California
$3.35M +$336K +3,150 +11%
BCM
129
BlueCrest Capital Management
Jersey
$3.2M +$3.2M +30,000 New
RBC
130
Ronald Blue & Co
Georgia
$3.12M +$447K +4,186 +17%
IA
131
IFP Advisors
Florida
$3.1M +$33.6K +315 +1%
RPG
132
Risk Paradigm Group
Texas
$2.84M -$1M -9,386 -26%
JG
133
Jefferies Group
New York
$2.67M +$2.68M +25,092 New
GEM
134
Global Endowment Management
North Carolina
$2.67M
SB
135
Suntrust Banks
Georgia
$2.64M +$657K +6,155 +33%
OMC
136
Old Mission Capital
Illinois
$2.63M +$376K +3,517 +17%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$2.62M -$347K -3,251 -12%
FI
138
FormulaFolio Investments
Michigan
$2.61M +$920K +8,612 +54%
BAC
139
Boys Arnold & Co
North Carolina
$2.6M -$36.4K -341 -1%
FFBTD
140
First Financial Bank - Trust Division
Ohio
$2.58M +$2.03K +19 +0.1%
SPIA
141
Steward Partners Investment Advisory
New York
$2.53M +$2.45M +22,916 +2,883%
CI Investments Inc
142
CI Investments Inc
Ontario, Canada
$2.52M -$8.69M -81,320 -77%
PAG
143
Private Advisor Group
New Jersey
$2.52M -$176K -1,646 -6%
IH
144
IFC Holdings
Florida
$2.51M +$1.74M +16,253 +225%
HighTower Advisors
145
HighTower Advisors
Illinois
$2.39M +$779K +7,290 +48%
ECM
146
ETrade Capital Management
Virginia
$2.32M +$822K +7,701 +55%
Barclays
147
Barclays
United Kingdom
$2.27M +$115K +1,081 +5%
ICOA
148
Investment Centers of America
North Dakota
$2.19M +$873K +8,173 +66%
EWA
149
EP Wealth Advisors
California
$2.18M +$2.19M +20,475 New
Prudential Financial
150
Prudential Financial
New Jersey
$2.17M +$2.18M +20,400 New

IEF Hedge Fund Activity: Q2 2017 in Review

369 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2017, worth a combined $5.63B — up 12% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IEF positions and 35 closed out — a net gain of 13 holders — while 154 added to existing stakes and 116 trimmed.

The largest buyer was Ameriprise, adding an estimated $364M. The largest seller was UBS Group, cutting an estimated $221M.

  • 369 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2017, up from 358 in Q1 2017.
  • Funds reported $5.63B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2017, up 12% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2017 and 35 closed out, a net change of +13 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $364M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2017 was UBS Group, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2017.