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iShares 7-10 Year Treasury Bond ETF

344 hedge funds and large institutions have $7.07B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 135 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $660M | Put options by funds: $288M

119% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 36

35% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 100

26% more funds holding in top 10

Funds holding in top 10: 4354 (+11)

25% more capital invested

Capital invested by funds: $5.64B → $7.07B (+$1.42B)

12% more funds holding

Funds holding: 307344 (+37)

1.29% less ownership

Funds ownership: 69.63%68.35% (-1.3%)

Holders
344
Holders Change
+37
Holders Change %
+12.05%
% of All Funds
9.17%
Holding in Top 10
54
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25.58%
% of All Funds
1.44%
New
79
Increased
135
Reduced
100
Closed
36
Calls
$660M
Puts
$288M
Net Calls
+$372M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
176
Scotia Capital
Ontario, Canada
$1.64M +$1.62M +14,885 New
GEM
177
Global Endowment Management
North Carolina
$1.64M
HI
178
Horizon Investments
North Carolina
$1.61M +$1.2M +10,976 +307%
CPS
179
Counsel Portfolio Services
Ontario, Canada
$1.6M +$1.58M +14,473 New
MLM
180
Mount Lucas Management
Pennsylvania
$1.6M +$1.58M +14,473 New
HPC
181
HM Payson & Co
Maine
$1.55M -$511K -4,682 -25%
DADC
182
D.A. Davidson & Co
Montana
$1.55M +$1.36M +12,491 +813%
M&T Bank
183
M&T Bank
New York
$1.53M +$140K +1,281 +10%
FTIOP
184
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.49M +$1.48M +13,530 New
NG
185
NatWest Group
United Kingdom
$1.48M +$534K +4,900 +58%
HF
186
HRT Financial
New York
$1.48M +$1.46M +13,402 New
RPG
187
Risk Paradigm Group
Texas
$1.38M -$2.4M -21,962 -64%
CHAM
188
Clear Harbor Asset Management
Connecticut
$1.34M +$689K +6,320 +109%
FWM
189
Frontier Wealth Management
Missouri
$1.33M -$908K -8,326 -41%
PP
190
Prudential plc
United Kingdom
$1.3M +$1.29M +11,800 New
NFG
191
Next Financial Group
Texas
$1.3M +$195K +1,785 +18%
BSWMG
192
Barrington Strategic Wealth Management Group
Illinois
$1.24M +$309K +2,830 +34%
IA
193
IndexIQ Advisors
New York
$1.23M -$146K -1,337 -11%
CB
194
Commerce Bank
Missouri
$1.21M +$982 +9 +0.1%
WA
195
Winfield Associates
Ohio
$1.19M +$1.08M +9,945 +1,194%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$1.16M +$982K +9,000 +24%
IA
197
IFP Advisors
Florida
$1.15M -$1.38M -12,622 -54%
TFF
198
The Family Firm
Maryland
$1.15M -$86.5K -793 -7%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$1.13M -$318K -2,912 -22%
3C
200
361 Capital
Colorado
$1.12M +$1.11M +10,155 New

IEF Hedge Fund Activity: Q1 2016 in Review

344 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2016, worth a combined $7.07B — up 25% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IEF positions and 36 closed out — a net gain of 43 holders — while 135 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $335M. The largest seller was United Services Automobile Association, cutting an estimated $56.3M.

  • 344 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2016, up from 307 in Q4 2015.
  • Funds reported $7.07B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2016, up 25% quarter-over-quarter.
  • 79 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2016 and 36 closed out, a net change of +43 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2016 was Bank of America, an estimated $335M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2016 was United Services Automobile Association, an estimated $56.3M sold.

Based on aggregated 13F filings for Q1 2016.