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iShares 7-10 Year Treasury Bond ETF

379 hedge funds and large institutions have $6.79B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.36B → $6.79B (+$434M)

0.83% more ownership

Funds ownership: 74.82%75.65% (+0.83%)

2% less funds holding

Funds holding: 387379 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

26% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 150

37% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $3.01B

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% of All Funds
8.66%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.64%
New
48
Increased
111
Reduced
150
Closed
56
Calls
$1.91B
Puts
$3.01B
Net Calls
-$1.1B
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
126
G&S Capital
Colorado
$3.38M +$114K +1,116 +3%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$3.33M -$1.02M -10,036 -23%
US Bancorp
128
US Bancorp
Minnesota
$3.33M -$401K -3,933 -11%
TAIM
129
TD Ameritrade Investment Management
Nebraska
$3.19M -$377K -3,699 -11%
FIMG
130
Financial & Investment Management Group
Michigan
$3.12M -$276K -2,704 -8%
Simplex Trading
131
Simplex Trading
Illinois
$3.11M +$3.14M +30,767 New
LFG
132
LifePlan Financial Group
Ohio
$3.1M -$276K -2,708 -8%
CFGS
133
Concourse Financial Group Securities
Alabama
$3.01M +$3.03M +29,720 New
VCM
134
Vision Capital Management
Oregon
$2.93M -$72.1K -707 -2%
SAM
135
SignalPoint Asset Management
Missouri
$2.83M -$54.1K -530 -2%
PMAM
136
Picton Mahoney Asset Management
Ontario, Canada
$2.78M +$689K +6,755 +33%
RFC
137
Regions Financial Corp
Alabama
$2.66M +$367K +3,593 +16%
SB
138
Suntrust Banks
Georgia
$2.58M +$173K +1,699 +7%
WAM
139
Wakefield Asset Management
Colorado
$2.57M +$2.59M +25,425 New
FFBTD
140
First Financial Bank - Trust Division
Ohio
$2.55M -$34.6K -339 -1%
SCP
141
Silverleafe Capital Partners
Tennessee
$2.49M -$51.4K -504 -2%
RVM
142
Robinson Value Management
Texas
$2.46M -$22.6K -222 -0.9%
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
$2.46M -$1.16M -11,404 -32%
PL
144
Protective Life
Alabama
$2.43M +$2.45M +24,025 New
Creative Planning
145
Creative Planning
Kansas
$2.43M -$323K -3,168 -12%
GEM
146
Global Endowment Management
North Carolina
$2.36M
Rafferty Asset Management
147
Rafferty Asset Management
New York
$2.33M
AIG
148
American International Group
New York
$2.21M +$1.47M +14,400 +195%
DWA
149
Dorsey Wright & Associates
California
$2.11M -$1.42M -13,878 -40%
WCM
150
Wunderlich Capital Managemnt
Tennessee
$2.09M +$101K +994 +5%

IEF Hedge Fund Activity: Q3 2018 in Review

379 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2018, worth a combined $6.79B — up 6.8% from $6.36B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IEF and 48 opened new positions — a net loss of 8 holders — while 150 trimmed existing stakes and 111 added.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was State Street, cutting an estimated $96.2M.

  • 379 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2018, down from 387 in Q2 2018.
  • Funds reported $6.79B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2018, up 6.8% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2018 and 56 closed out, a net change of -8 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2018 was Ameriprise, an estimated $284M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2018 was State Street, an estimated $96.2M sold.

Based on aggregated 13F filings for Q3 2018.