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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

363 hedge funds and large institutions have $5.36B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-6
Holders Change %
-1.63%
% of All Funds
9.06%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.82%
New
41
Increased
152
Reduced
116
Closed
43
Calls
$97.3M
Puts
$733M
Net Calls
-$636M
Net Calls Change
-$160M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$357M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$59.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$262M
4
CPO
Cerity Partners OCIO
New York
$60.5M
5
MIAN
Mariner Independent Advisor Network
Kansas
$40.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$487M
2
Bank of America
Bank of America
North Carolina
$550M
3
WIM
Windhaven Investment Management
Massachusetts
$72M
4
Wells Fargo
Wells Fargo
California
$496M
5
Morgan Stanley
Morgan Stanley
New York
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
176
Simply Money Advisors
Ohio
$1.55M -$261K -2,450 -14%
CAN
177
Cetera Advisor Networks
California
$1.52M -$118K -1,104 -7%
DE
178
Day & Ennis
Georgia
$1.51M +$619K +5,811 +69%
GRP
179
Global Retirement Partners
California
$1.5M +$107K +1,003 +8%
CAM
180
Concorde Asset Management
Michigan
$1.46M +$659K +6,183 +82%
KWM
181
Kingsview Wealth Management
Oregon
$1.44M +$201K +1,891 +16%
CLOS
182
Compagnie Lombard Odier SCmA
Switzerland
$1.43M -$1.99M -18,670 -58%
WPA
183
West Paces Advisors
Georgia
$1.42M – – –
CWM
184
Cornerstone Wealth Management
Missouri
$1.42M -$79.9K -753 -5%
CS
185
Comerica Securities
Michigan
$1.41M +$592K +5,559 +73%
FFS
186
Founders Financial Securities
Maryland
$1.4M +$803K +7,535 +134%
SPC
187
Sigma Planning Corp
Michigan
$1.38M +$12.9K +121 +0.9%
LG
188
Leuthold Group
Minnesota
$1.37M +$1.37M +12,891 New
CHAM
189
Clear Harbor Asset Management
Connecticut
$1.36M +$29.5K +277 +2%
SSWM
190
Sheets Smith Wealth Management
North Carolina
$1.33M -$5.12K -48 -0.4%
HighTower Advisors
191
HighTower Advisors
Illinois
$1.33M -$1.07M -10,007 -45%
AP
192
Advisors Preferred
Maryland
$1.27M -$369K -3,462 -22%
CIM
193
Cambria Investment Management
California
$1.25M +$75.6K +710 +6%
AIM
194
Anchor Investment Management
South Carolina
$1.24M +$1.17M +10,987 +1,570%
SXL
195
Summit X LLC
Missouri
$1.24M +$566K +5,272 +84%
NPC
196
National Planning Corporation
California
$1.24M +$327K +3,070 +36%
HNB
197
Huntington National Bank
Ohio
$1.22M -$1.42M – –
AFP
198
Ausdal Financial Partners
Iowa
$1.2M -$141K -1,325 -11%
FIB
199
First Interstate Bank
Montana
$1.2M – – –
BFG
200
Beacon Financial Group
Texas
$1.2M -$9.37K -88 -0.8%
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