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iShares 7-10 Year Treasury Bond ETF
IEF

409 hedge funds and large institutions have $5.31B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 30

28% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 117

13% more funds holding

Funds holding: 363 → 409 (+46)

6% more funds holding in top 10

Funds holding in top 10: 33 → 35 (+2)

3.8% more ownership

Funds ownership: 67.85% → 71.66% (+3.8%)

1% less capital invested

Capital invested by funds: $5.36B → $5.31B (-$51.2M)

58% less call options, than puts

Call options by funds: $444M | Put options by funds: $1.05B

Holders
409
Holders Change
+46
Holders Change %
+12.67%
% of All Funds
9.28%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.79%
New
81
Increased
150
Reduced
117
Closed
30
Calls
$444M
Puts
$1.05B
Net Calls
-$605M
Net Calls Change
+$30.3M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$141M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$111M
3
BlackRock
BlackRock
New York
+$58.5M
4
WIM
Windhaven Investment Management
Massachusetts
+$57.9M
5
MAM
Meeder Asset Management
Ohio
+$52.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$333M
2
Bank of America
Bank of America
North Carolina
-$230M
3
Jane Street
Jane Street
New York
-$29.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$27.1M
5
WI
WBI Investments
New Jersey
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
126
AUA Capital Management
Pennsylvania
$4M – – –
MCM
127
Moore Capital Management
New York
$3.94M -$150K -1,414 -4%
IH
128
IFC Holdings
Florida
$3.87M +$27K +255 +0.7%
NA
129
NewEdge Advisors
Louisiana
$3.87M +$1.59M +14,975 +69%
TAIM
130
TD Ameritrade Investment Management
Nebraska
$3.81M -$82K -773 -2%
US Bancorp
131
US Bancorp
Minnesota
$3.65M +$165K +1,555 +5%
FIMG
132
Financial & Investment Management Group
Michigan
$3.62M -$35.4K -334 -1%
WP
133
WealthSource Partners
California
$3.6M +$90.9K +857 +3%
IA
134
IFP Advisors
Florida
$3.46M +$227K +2,140 +7%
RVPG
135
Relative Value Partners Group
$3.42M -$6.67M -62,894 -66%
DWA
136
Dorsey Wright & Associates
California
$3.35M -$32.6K -307 -1%
OAM
137
Oppenheimer Asset Management
New York
$3.29M – – –
SI
138
SII Investments
Wisconsin
$3.29M +$220K +2,076 +7%
PAG
139
Private Advisor Group
New Jersey
$3.1M -$503K -4,747 -14%
CS
140
Comerica Securities
Michigan
$3.07M +$1.69M +15,913 +121%
Creative Planning
141
Creative Planning
Kansas
$2.96M -$647K -6,101 -18%
SAM
142
SignalPoint Asset Management
Missouri
$2.92M -$848 -8 -0%
FA
143
Forefront Analytics
Pennsylvania
$2.92M +$2.93M +27,647 New
CWM
144
Cornerstone Wealth Management
Missouri
$2.85M +$1.46M +13,765 +103%
FI
145
FormulaFolio Investments
Michigan
$2.81M +$436K +4,114 +18%
SCP
146
Silverleafe Capital Partners
Tennessee
$2.77M +$2.78M +26,208 New
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$2.69M +$1.79M +16,859 +195%
JT
148
Jump Trading
Illinois
$2.65M +$2.66M +25,072 New
GEM
149
Global Endowment Management
North Carolina
$2.64M – – –
BAC
150
Boys Arnold & Co
North Carolina
$2.64M – – –
4 5
6
7 8

IEF Hedge Fund Activity: Q4 2017 in Review

409 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2017, worth a combined $5.31B — down 0.96% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IEF positions and 30 closed out — a net gain of 51 holders — while 150 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was JP Morgan Chase, cutting an estimated $333M.

  • 409 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2017, up from 363 in Q3 2017.
  • Funds reported $5.31B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2017, down 0.96% quarter-over-quarter.
  • 81 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2017 and 30 closed out, a net change of +51 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2017 was Morgan Stanley, an estimated $141M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2017 was JP Morgan Chase, an estimated $333M sold.

Based on aggregated 13F filings for Q4 2017.