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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

205 hedge funds and large institutions have $3.42B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+4
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.49%
New
31
Increased
73
Reduced
75
Closed
27
Calls
$22.6M
Puts
$92.6M
Net Calls
-$70.1M
Net Calls Change
-$534M

Top Buyers

1
U
UBS
Switzerland
$192M
2
EA
Euclid Advisors
Connecticut
$61.5M
3
Barclays
Barclays
United Kingdom
$30.5M
4
USAA
United Services Automobile Association
Texas
$206M
5
AssetMark Inc
AssetMark Inc
California
$105M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$1.21M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.5M
3
PI
Placemark Investments
Illinois
$5.71M
4
Bank of America
Bank of America
North Carolina
$153M
5
VAM
Visionary Asset Management
Texas
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
151
National Planning Corporation
California
$258K +$258K +2,486 New
BJ
152
BlackRock Japan
Japan
$252K -$23.6K -228 -9%
HS
153
HighVista Strategies
Massachusetts
$251K – – –
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$246K -$86.7K -840 -26%
TIM
155
Tortoise Investment Management
New York
$238K -$118K -1,142 -33%
SKK
156
Shepherd Kaplan Krochuk
Massachusetts
$238K +$238K +2,300 New
BFEC
157
Benjamin F. Edwards & Company
Missouri
$234K -$26.5K -256 -10%
WEC
158
Winslow Evans & Crocker
Massachusetts
$233K +$228K +2,205 +4,900%
IPC
159
Independent Portfolio Consultants
Florida
$209K +$184K +1,770 +722%
Nomura Holdings
160
Nomura Holdings
Japan
$206K +$206K +1,988 New
BPBT
161
Boston Private Bank & Trust
Massachusetts
$200K +$10.9K +105 +6%
MA
162
MUFG Americas
New York
$173K -$199K -1,915 -53%
VIA
163
Virtus Investment Advisers
Connecticut
$171K +$171K +1,650 New
HR
164
Howe & Rusling
New York
$156K +$6.12K +59 +4%
Invesco
165
Invesco
Georgia
$124K -$7.66K -74 -6%
BIM
166
BlackRock Investment Management
Delaware
$120K -$84.1K -811 -41%
RIA
167
Regal Investment Advisors
Michigan
$116K +$18.1K +175 +18%
SCA
168
Strategic Capital Alternatives
United States
$88K +$88K +853 New
MIM
169
Macroview Investment Management
Maryland
$86K +$104 +1 +0.1%
PIA
170
Peachtree Investment Advisors
Georgia
$86K +$86K +830 New
VIA
171
Vantage Investment Advisors
Pennsylvania
$81K – – –
DADC
172
D.A. Davidson & Co
Montana
$75K -$240K -2,354 -76%
IFA
173
Interactive Financial Advisors
Illinois
$73K – – –
BAM
174
Brave Asset Management
New Jersey
$62K +$62K +600 New
FNBT
175
FineMark National Bank & Trust
Florida
$52K -$10.1K -97 -16%
5 6
7
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