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iShares 7-10 Year Treasury Bond ETF

387 hedge funds and large institutions have $6.36B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $6.05B → $6.36B (+$309M)

1.5% more ownership

Funds ownership: 73.32%74.82% (+1.5%)

1% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 139

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

2% less funds holding

Funds holding: 396387 (-9)

9% less funds holding in top 10

Funds holding in top 10: 3532 (-3)

39% less call options, than puts

Call options by funds: $1.57B | Put options by funds: $2.58B

Holders
387
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.86%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.73%
New
41
Increased
140
Reduced
139
Closed
44
Calls
$1.57B
Puts
$2.58B
Net Calls
-$1B
Net Calls Change
-$264M
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
151
Global Endowment Management
North Carolina
$2.39M -$173K -1,700 -7%
Rafferty Asset Management
152
Rafferty Asset Management
New York
$2.36M
RFC
153
Regions Financial Corp
Alabama
$2.33M +$127K +1,248 +6%
PMAM
154
Picton Mahoney Asset Management
Ontario, Canada
$2.13M +$96.8K +950 +5%
BSAM
155
Blue Sky Asset Management
Colorado
$2.11M -$3.07M -30,168 -59%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$2.1M +$33.9K +333 +2%
HFS
157
HL Financial Services
Kentucky
$2.1M +$6.11K +60 +0.3%
IFS
158
Ifrah Financial Services
Arkansas
$2.09M +$40K +393 +2%
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.06M +$376K +3,690 +22%
WCM
160
Wunderlich Capital Managemnt
Tennessee
$2.01M +$46.4K +456 +2%
PAMG
161
Patton Albertson Miller Group
Tennessee
$1.97M -$235K -2,305 -11%
OAM
162
Oxford Asset Management
United Kingdom
$1.92M -$61.3K -602 -3%
ACM
163
AUA Capital Management
Pennsylvania
$1.92M
GRP
164
Global Retirement Partners
California
$1.91M +$98.1K +963 +5%
RJT
165
Raymond James Trust
Florida
$1.91M +$1.44M +14,155 +318%
KWM
166
Kingsview Wealth Management
Oregon
$1.87M +$72.2K +709 +4%
OAM
167
Oppenheimer Asset Management
New York
$1.86M -$174K -1,711 -9%
WGCA
168
Wolf Group Capital Advisors
Virginia
$1.81M +$1.8M +17,706 New
TFF
169
The Family Firm
Maryland
$1.69M +$344K +3,376 +26%
IA
170
IndexIQ Advisors
New York
$1.69M -$3.19M -31,356 -66%
FNBOO
171
First National Bank of Omaha
Nebraska
$1.68M
BBA
172
Braun-Bostich & Associates
Pennsylvania
$1.65M -$417K -4,092 -20%
VFA
173
Voya Financial Advisors
Connecticut
$1.64M +$339K +3,329 +26%
PA
174
PFG Advisors
Arizona
$1.52M +$6.52K +64 +0.4%
CHAM
175
Clear Harbor Asset Management
Connecticut
$1.47M +$18.8K +185 +1%

IEF Hedge Fund Activity: Q2 2018 in Review

387 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2018, worth a combined $6.36B — up 5.1% from $6.05B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of IEF and 41 opened new positions — a net loss of 3 holders — while 139 trimmed existing stakes and 140 added.

The largest buyer was Fidelity Investments, adding an estimated $543M. The largest seller was Ameriprise, cutting an estimated $203M.

  • 387 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2018, down from 396 in Q1 2018.
  • Funds reported $6.36B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2018, up 5.1% quarter-over-quarter.
  • 41 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2018 and 44 closed out, a net change of -3 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2018 was Fidelity Investments, an estimated $543M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2018 was Ameriprise, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2018.