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iShares 7-10 Year Treasury Bond ETF

379 hedge funds and large institutions have $6.79B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.36B → $6.79B (+$434M)

0.83% more ownership

Funds ownership: 74.82%75.65% (+0.83%)

2% less funds holding

Funds holding: 387379 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

26% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 150

37% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $3.01B

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% of All Funds
8.66%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.64%
New
48
Increased
111
Reduced
150
Closed
56
Calls
$1.91B
Puts
$3.01B
Net Calls
-$1.1B
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
151
Ifrah Financial Services
Arkansas
$2.05M -$13.1K -128 -0.6%
AI
152
Atria Investments
North Carolina
$2.02M -$417K -4,090 -17%
TFF
153
The Family Firm
Maryland
$1.97M +$300K +2,940 +18%
TFA
154
Transamerica Financial Advisors
Florida
$1.96M +$552K +5,413 +39%
GRP
155
Global Retirement Partners
California
$1.92M +$38.9K +381 +2%
ACM
156
AUA Capital Management
Pennsylvania
$1.89M
RJT
157
Raymond James Trust
Florida
$1.89M +$10.9K +107 +0.6%
KWM
158
Kingsview Wealth Management
Oregon
$1.87M +$23.8K +233 +1%
BTS
159
BB&T Securities
Virginia
$1.87M -$2.56M -25,092 -58%
CAN
160
Cetera Advisor Networks
California
$1.86M +$539K +5,280 +40%
FTS
161
Fifth Third Securities
Ohio
$1.83M +$1.84M +18,074 New
PAMG
162
Patton Albertson Miller Group
Tennessee
$1.78M -$153K -1,498 -8%
BAC
163
Boys Arnold & Co
North Carolina
$1.76M -$763K -7,482 -30%
ASN
164
Advisory Services Network
Georgia
$1.75M +$1.03M +10,125 +142%
FNBOO
165
First National Bank of Omaha
Nebraska
$1.66M
VFA
166
Voya Financial Advisors
Connecticut
$1.64M +$29.4K +288 +2%
PWM
167
Perigon Wealth Management
California
$1.6M +$501K +4,915 +45%
William Blair & Company
168
William Blair & Company
Illinois
$1.55M +$1.04M +10,183 +200%
CHAM
169
Clear Harbor Asset Management
Connecticut
$1.49M +$51.3K +503 +4%
PA
170
PFG Advisors
Arizona
$1.46M -$29.1K -285 -2%
HighTower Advisors
171
HighTower Advisors
Illinois
$1.45M +$136K +1,337 +10%
JT
172
Jump Trading
Illinois
$1.44M -$968K -9,486 -40%
FGAM
173
Financial Gravity Asset Management
Texas
$1.43M +$57.6K +565 +4%
MWPCG
174
Measured Wealth Private Client Group
New Hampshire
$1.42M +$15.3K +150 +1%
SC
175
Scotia Capital
Ontario, Canada
$1.4M -$4.38M -42,947 -76%

IEF Hedge Fund Activity: Q3 2018 in Review

379 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2018, worth a combined $6.79B — up 6.8% from $6.36B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IEF and 48 opened new positions — a net loss of 8 holders — while 150 trimmed existing stakes and 111 added.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was State Street, cutting an estimated $96.2M.

  • 379 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2018, down from 387 in Q2 2018.
  • Funds reported $6.79B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2018, up 6.8% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2018 and 56 closed out, a net change of -8 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2018 was Ameriprise, an estimated $284M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2018 was State Street, an estimated $96.2M sold.

Based on aggregated 13F filings for Q3 2018.