We are live on ! Find out more
IEF icon

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
CM
151
Cornerstone Management
Georgia
$2.17M +$182K +1,705 +9%
MNA
152
Manning & Napier Advisors
New York
$2.14M
IFS
153
Ifrah Financial Services
Arkansas
$2.07M -$7.69K -72 -0.4%
PMAM
154
Picton Mahoney Asset Management
Ontario, Canada
$2.05M +$467K +4,375 +30%
VKH
155
Virtu KCG Holdings
New York
$2.04M -$628K -5,879 -24%
TFA
156
Transamerica Financial Advisors
Florida
$2.04M -$100K -937 -5%
SWP
157
Stratos Wealth Partners
Ohio
$2.03M +$304K +2,850 +18%
CIM
158
Cetera Investment Management
California
$2.02M -$279K -2,613 -12%
BTS
159
BB&T Securities
Virginia
$2.02M -$65.7K -615 -3%
SI
160
SII Investments
Wisconsin
$2.01M +$1.52M +14,273 +323%
SHIM
161
Stone House Investment Management
Pennsylvania
$1.99M -$6.41K -60 -0.3%
RVM
162
Robinson Value Management
Texas
$1.91M +$37.9K +355 +2%
PAMG
163
Patton Albertson Miller Group
Tennessee
$1.88M +$669K +6,266 +55%
PFO
164
Pathstone Family Office
New Jersey
$1.82M -$500K -4,677 -21%
SMA
165
Simply Money Advisors
Ohio
$1.81M +$20.7K +194 +1%
ED
166
Exane Derivatives
France
$1.76M +$23.9K +224 +1%
FNBOO
167
First National Bank of Omaha
Nebraska
$1.76M
AI
168
Atria Investments
North Carolina
$1.71M -$23.3M -218,190 -93%
RFC
169
Regions Financial Corp
Alabama
$1.66M +$113K +1,062 +7%
AP
170
Advisors Preferred
Maryland
$1.64M +$147K +1,378 +10%
CAN
171
Cetera Advisor Networks
California
$1.64M +$167K +1,567 +11%
SC
172
Scotia Capital
Ontario, Canada
$1.62M +$265K +2,479 +20%
GIBU
173
Gulf International Bank (UK)
United Kingdom
$1.54M +$53.4K +500 +0.7%
PI
174
PineBridge Investments
New York
$1.53M
PFS
175
Prospera Financial Services
Texas
$1.51M +$1.53M +14,286 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.