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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
FFBTD
151
First Financial Bank - Trust Division
Ohio
$2.55M – – –
CI Investments Inc
152
CI Investments Inc
Ontario, Canada
$2.5M – – –
SB
153
Suntrust Banks
Georgia
$2.47M -$62.6K -590 -2%
RPG
154
Risk Paradigm Group
Texas
$2.44M -$166K -1,562 -6%
Rafferty Asset Management
155
Rafferty Asset Management
New York
$2.43M – – –
SCA
156
Snowden Capital Advisors
New York
$2.42M +$787K +7,423 +48%
WAM
157
Watermark Asset Management
California
$2.39M +$708K +6,675 +42%
VAM
158
Visionary Asset Management
Texas
$2.3M -$2.56M -24,105 -53%
BTS
159
BB&T Securities
Virginia
$2.28M -$67.5K -637 -3%
Millennium Management
160
Millennium Management
New York
$2.26M +$2.27M +21,385 New
VFA
161
Voya Financial Advisors
Connecticut
$2.26M +$297K +2,799 +15%
Jane Street
162
Jane Street
New York
$2.23M -$29.8M -280,837 -93%
BBA
163
Braun-Bostich & Associates
Pennsylvania
$2.21M +$2.22M +20,912 New
SXL
164
Summit X LLC
Missouri
$2.19M +$976K +9,206 +80%
RFC
165
Regions Financial Corp
Alabama
$2.1M -$72.9K -687 -3%
PAMG
166
Patton Albertson Miller Group
Tennessee
$2.09M +$194K +1,828 +10%
IFS
167
Ifrah Financial Services
Arkansas
$2.08M +$32.4K +306 +2%
PMAM
168
Picton Mahoney Asset Management
Ontario, Canada
$2.07M – – –
Simplex Trading
169
Simplex Trading
Illinois
$1.93M +$175K +1,649 +10%
Mirae Asset Global Investments
170
Mirae Asset Global Investments
South Korea
$1.93M +$1.94M +18,300 New
RVM
171
Robinson Value Management
Texas
$1.91M +$134K +1,261 +7%
DE
172
Day & Ennis
Georgia
$1.81M +$312K +2,939 +21%
Renaissance Technologies
173
Renaissance Technologies
New York
$1.79M +$1.8M +17,000 New
MLM
174
Mount Lucas Management
Pennsylvania
$1.78M -$1.01M -9,543 -36%
SC
175
Scotia Capital
Ontario, Canada
$1.74M -$50.9K -480 -3%
5 6
7
8 9

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.