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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

262 hedge funds and large institutions have $5.15B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+57
Holders Change %
+27.8%
% of All Funds
6.99%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.83%
New
77
Increased
77
Reduced
72
Closed
16
Calls
$8.63M
Puts
$73.7M
Net Calls
-$65.1M
Net Calls Change
+$4.97M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$540M
2
WIM
2
Windhaven Investment Management
Massachusetts
$738M
3
CS
3
Credit Suisse
Switzerland
$123M
4
Bank of America
4
Bank of America
North Carolina
$243M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$102M

Top Sellers

1
Citigroup
1
Citigroup
New York
$32M
2
DWA
2
Dorsey Wright & Associates
California
$1.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Barclays
4
Barclays
United Kingdom
$8.18M
5
JIR
5
James Investment Research
Ohio
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
176
Shepherd Kaplan Krochuk
Massachusetts
$456K +$212K +2,000 +87%
CC
177
Cadinha & Co
Hawaii
$431K -$250K -2,360 -37%
CCA
178
Checchi Capital Advisers
California
$431K +$34.2K +323 +9%
ACM
179
Ashford Capital Management
Delaware
$427K -$919K -8,663 -68%
NB
180
NBT Bank
New York
$426K -$1.8K -17 -0.4%
FC
181
Forte Capital
New York
$425K – – –
Fidelity Investments
182
Fidelity Investments
Massachusetts
$412K -$18.6M -175,872 -98%
CM
183
Cornerstone Management
Georgia
$412K +$412K +3,883 New
HS
184
Huntington Steele
Pennsylvania
$397K – – –
JWS
185
Juncture Wealth Strategies
Arizona
$397K +$397K +3,750 New
RJT
186
Raymond James Trust
Florida
$389K -$846 -8 -0.2%
RFC
187
Regions Financial Corp
Alabama
$367K +$50.8K +479 +16%
ATC
188
Argent Trust Co
Tennessee
$367K +$367K +3,465 New
PI
189
PineBridge Investments
New York
$360K -$499K -4,715 -58%
PAM
190
Peak Asset Management
Colorado
$354K +$354K +3,337 New
HH
191
Hilltop Holdings
Texas
$339K – – –
Fisher Asset Management
192
Fisher Asset Management
Washington
$335K +$7.31K +69 +2%
Rafferty Asset Management
193
Rafferty Asset Management
New York
$305K -$516K -4,866 -63%
V
194
Veritable
Delaware
$302K -$63.3K -596 -17%
WS
195
Wedbush Securities
California
$291K +$291K +2,745 New
LFG
196
LifePlan Financial Group
Ohio
$290K +$11.2K +106 +4%
DS
197
DRW Securities
Illinois
$290K +$290K +2,739 New
BPBT
198
Boston Private Bank & Trust
Massachusetts
$283K +$78.3K +739 +38%
HS
199
HighVista Strategies
Massachusetts
$256K – – –
Mirae Asset Global Investments
200
Mirae Asset Global Investments
South Korea
$254K -$5.15M -48,700 -95%
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8
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