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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

262 hedge funds and large institutions have $5.15B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+57
Holders Change %
+27.8%
% of All Funds
6.99%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.83%
New
77
Increased
77
Reduced
72
Closed
16
Calls
$8.63M
Puts
$73.7M
Net Calls
-$65.1M
Net Calls Change
+$4.97M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$540M
2
WIM
2
Windhaven Investment Management
Massachusetts
$738M
3
CS
3
Credit Suisse
Switzerland
$123M
4
Bank of America
4
Bank of America
North Carolina
$243M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$102M

Top Sellers

1
Citigroup
1
Citigroup
New York
$32M
2
DWA
2
Dorsey Wright & Associates
California
$1.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Barclays
4
Barclays
United Kingdom
$8.18M
5
JIR
5
James Investment Research
Ohio
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$883K -$2.44M -23,016 -73%
MIM
152
Marco Investment Management
Georgia
$832K -$180K -1,696 -18%
ASN
153
Advisory Services Network
Georgia
$829K +$10.8K +99 +1%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$829K +$22.6K +213 +3%
MFS
155
MSI Financial Services
Massachusetts
$809K +$289K +2,723 +56%
M&T Bank
156
M&T Bank
New York
$768K -$1.09M -10,303 -59%
LWM
157
Lyons Wealth Management
Florida
$763K +$763K +7,207 New
AWM
158
Avior Wealth Management
Nebraska
$747K +$1.8K +17 +0.2%
Creative Planning
159
Creative Planning
Kansas
$726K +$41.7K +393 +6%
BA
160
Boston Advisors
Massachusetts
$715K – – –
GEM
161
Global Endowment Management
North Carolina
$689K – – –
WA
162
WealthTrust-Arizona
Arizona
$679K -$254K -2,395 -27%
BPCE
163
Bank Pictet & Cie (Europe)
Germany
$678K +$678K +6,400 New
LS
164
Lattice Strategies
Pennsylvania
$656K -$257K -2,426 -28%
CFA
165
CT Financial Advisors
Pennsylvania
$648K +$648K +6,116 New
PG
166
Patten Group
Tennessee
$646K +$646K +6,095 New
HCMT
167
Highland Capital Management (Tennessee)
Tennessee
$634K +$65K +613 +11%
JPTCCM
168
J.P. Turner & Co Capital Management
Georgia
$579K +$579K +5,456 New
CHAM
169
Clear Harbor Asset Management
Connecticut
$562K +$3.18K +30 +0.6%
NA
170
Nottingham Advisors
New York
$530K +$530K +5,000 New
PVH
171
Psagot Value Holdings
Israel
$526K – – –
MBT
172
Montecito Bank & Trust
California
$516K +$516K +4,873 New
BSWMG
173
Barrington Strategic Wealth Management Group
Illinois
$505K +$505K +4,765 New
CFB
174
Cullen/Frost Bankers
Texas
$487K – – –
NPC
175
National Planning Corporation
California
$476K +$208K +1,928 +78%
5 6
7
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