IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

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
Holders
387
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.87%
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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$547M
2
PAG
2
Pinnacle Advisory Group
Maryland
$94.1M
3
SWM
3
SVA Wealth Management
Wisconsin
$74.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$69.9M
5
UBS Group
5
UBS Group
Switzerland
$408M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$910M
2
Morgan Stanley
2
Morgan Stanley
New York
$166M
3
IL
3
Investure LLC
Virginia
$0
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$14.1M
5
3AM
5
3EDGE Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GEM
151
Global Endowment Management
North Carolina
$2.39M -$174K -1,700 -7%
Rafferty Asset Management
152
Rafferty Asset Management
New York
$2.36M – – –
RFC
153
Regions Financial Corp
Alabama
$2.33M +$128K +1,248 +6%
PMAM
154
Picton Mahoney Asset Management
Ontario, Canada
$2.13M +$97.4K +950 +5%
BSAM
155
Blue Sky Asset Management
Colorado
$2.11M -$3.09M -30,168 -59%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$2.11M +$34.1K +333 +2%
HFS
157
HL Financial Services
Kentucky
$2.1M +$6.15K +60 +0.3%
IFS
158
Ifrah Financial Services
Arkansas
$2.09M +$40.3K +393 +2%
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.07M +$378K +3,690 +22%
WCM
160
Wunderlich Capital Managemnt
Tennessee
$2.01M +$46.7K +456 +2%
PAMG
161
Patton Albertson Miller Group
Tennessee
$1.97M -$236K -2,305 -11%
OAM
162
Oxford Asset Management
United Kingdom
$1.92M -$61.7K -602 -3%
ACM
163
AUA Capital Management
Pennsylvania
$1.92M – – –
GRP
164
Global Retirement Partners
California
$1.91M +$98.7K +963 +5%
RJT
165
Raymond James Trust
Florida
$1.91M +$1.45M +14,155 +318%
KWM
166
Kingsview Wealth Management
Oregon
$1.87M +$72.7K +709 +4%
OAM
167
Oppenheimer Asset Management
New York
$1.87M -$175K -1,711 -9%
WGCA
168
Wolf Group Capital Advisors
Virginia
$1.82M +$1.82M +17,706 New
TFF
169
The Family Firm
Maryland
$1.69M +$346K +3,376 +26%
IA
170
IndexIQ Advisors
New York
$1.69M -$3.22M -31,356 -66%
FNBOO
171
First National Bank of Omaha
Nebraska
$1.68M – – –
BBA
172
Braun-Bostich & Associates
Pennsylvania
$1.65M -$419K -4,092 -20%
VFA
173
Voya Financial Advisors
Connecticut
$1.64M +$342K +3,329 +26%
PA
174
PFG Advisors
Arizona
$1.52M +$6.56K +64 +0.4%
CHAM
175
Clear Harbor Asset Management
Connecticut
$1.47M +$19K +185 +1%
5 6
7
8 9