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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

205 hedge funds and large institutions have $3.42B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+4
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.49%
New
31
Increased
73
Reduced
75
Closed
27
Calls
$22.6M
Puts
$92.6M
Net Calls
-$70.1M
Net Calls Change
-$534M

Top Buyers

1
U
UBS
Switzerland
$192M
2
EA
Euclid Advisors
Connecticut
$61.5M
3
Barclays
Barclays
United Kingdom
$30.5M
4
USAA
United Services Automobile Association
Texas
$206M
5
AssetMark Inc
AssetMark Inc
California
$105M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$1.21M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.5M
3
PI
Placemark Investments
Illinois
$5.71M
4
Bank of America
Bank of America
North Carolina
$153M
5
VAM
Visionary Asset Management
Texas
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
176
WFG Advisors
Texas
$52K +$936 +9 +2%
LTI
177
Laffer Tengler Investments
Tennessee
$47.9K – – –
SFPM
178
Sensible Financial Planning & Management
Massachusetts
$45K +$45K +439 New
MAM
179
Mizuho Asset Management
Japan
$43K +$33.8K +325 +365%
NES
180
New England Securities
New York
$40K -$22.4K -217 -36%
BRWM
181
B. Riley Wealth Management
Tennessee
$40K – – –
ClearBridge Investments
182
ClearBridge Investments
New York
$39K +$6.17K +60 +19%
KT
183
Kanaly Trust
Texas
$39K +$39K +372 New
BOK
184
Bank of Kentucky
Kentucky
$35K – – –
AIM
185
Assured Investment Management
New York
$35K +$35K +340 New
VCM
186
Vigilant Capital Management
Maine
$34K – – –
ACS
187
Archford Capital Strategies
Illinois
$28K -$17.3K -169 -38%
CG
188
Colony Group
Massachusetts
$20K -$1.97K -19 -9%
OCM
189
One Capital Management
California
$20K +$20K +190 New
EMA
190
Efficient Market Advisors
California
$17K +$17K +161 New
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
TWA
192
TCI Wealth Advisors
Arizona
$12K – – –
OIA
193
Optimum Investment Advisors
Illinois
$11K – – –
FIG
194
Fusion Investment Group
Pennsylvania
$10K -$652 -6 -6%
CFN
195
Cordasco Financial Network
Florida
$10K – – –
FANJ
196
Financial Architects (New Jersey)
New Jersey
$10K +$4.15K +39 +71%
WA
197
Winfield Associates
Ohio
$9K +$9K +83 New
WA
198
Waverly Advisors
Alabama
$9K +$9K +90 New
PTC
199
Private Trust Company
Ohio
$7K -$263K -2,521 -97%
BWFA
200
Baltimore-Washington Financial Advisors
Maryland
$7K – – –
6 7
8
9 10