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iShares 7-10 Year Treasury Bond ETF

369 hedge funds and large institutions have $5.63B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

33% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 116

12% more capital invested

Capital invested by funds: $5.03B → $5.63B (+$606M)

6.26% more ownership

Funds ownership: 66.56%72.82% (+6.3%)

3% more funds holding

Funds holding: 358369 (+11)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

78% less call options, than puts

Call options by funds: $132M | Put options by funds: $608M

Holders
369
Holders Change
+11
Holders Change %
+3.07%
% of All Funds
9.2%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.87%
New
48
Increased
154
Reduced
116
Closed
35
Calls
$132M
Puts
$608M
Net Calls
-$476M
Net Calls Change
-$634M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Cornerstone Wealth Management
Missouri
$1.49M +$649K +6,081 +76%
VFA
177
Voya Financial Advisors
Connecticut
$1.47M +$349K +3,268 +31%
WPA
178
West Paces Advisors
Georgia
$1.42M +$12K +112 +0.8%
HNB
179
Huntington National Bank
Ohio
$1.42M -$1.54M -14,379 Closed
GRP
180
Global Retirement Partners
California
$1.39M +$101K +946 +8%
William Blair & Company
181
William Blair & Company
Illinois
$1.39M -$126K -1,180 -8%
SPC
182
Sigma Planning Corp
Michigan
$1.36M -$63.1K -591 -4%
PWM
183
Perigon Wealth Management
California
$1.36M +$9.51K +89 +0.7%
AFP
184
Ausdal Financial Partners
Iowa
$1.34M +$244K +2,286 +22%
SSWM
185
Sheets Smith Wealth Management
North Carolina
$1.34M +$1.34M +12,558 New
WAM
186
Watermark Asset Management
California
$1.34M +$131K +1,225 +11%
CHAM
187
Clear Harbor Asset Management
Connecticut
$1.33M +$35.1K +329 +3%
NA
188
NewEdge Advisors
Louisiana
$1.33M +$1.1M +10,345 +468%
KWM
189
Kingsview Wealth Management
Oregon
$1.24M +$760K +7,120 +159%
ASN
190
Advisory Services Network
Georgia
$1.23M +$131K +1,226 +12%
BFG
191
Beacon Financial Group
Texas
$1.21M +$1.21M +11,310 New
FIB
192
First Interstate Bank
Montana
$1.2M +$54.4K +509 +5%
CIM
193
Cambria Investment Management
California
$1.17M -$693K -6,485 -37%
RCAG
194
Rehmann Capital Advisory Group
Michigan
$1.11M +$2.56K +24 +0.2%
SS
195
Simplicity Solutions
Minnesota
$1.1M -$184K -1,726 -14%
GLA
196
Good Life Advisors
Pennsylvania
$1.09M -$851K -7,967 -44%
SCA
197
Snowden Capital Advisors
New York
$1.08M +$110K +1,030 +11%
PG
198
Patten Group
Tennessee
$1.04M +$10.4K +97 +1%
CB
199
Commerce Bank
Missouri
$1.01M -$33.2K -311 -3%
NFP
200
Narus Financial Partners
Utah
$1M -$164K -1,535 -14%

IEF Hedge Fund Activity: Q2 2017 in Review

369 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2017, worth a combined $5.63B — up 12% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IEF positions and 35 closed out — a net gain of 13 holders — while 154 added to existing stakes and 116 trimmed.

The largest buyer was Ameriprise, adding an estimated $364M. The largest seller was UBS Group, cutting an estimated $221M.

  • 369 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2017, up from 358 in Q1 2017.
  • Funds reported $5.63B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2017, up 12% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2017 and 35 closed out, a net change of +13 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $364M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2017 was UBS Group, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2017.