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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

387 hedge funds and large institutions have $6.36B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 139 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.87%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.73%
New
41
Increased
140
Reduced
139
Closed
44
Calls
$1.57B
Puts
$2.58B
Net Calls
-$1B
Net Calls Change
-$264M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$547M
2
PAG
2
Pinnacle Advisory Group
Maryland
$94.1M
3
SWM
3
SVA Wealth Management
Wisconsin
$74.4M
4
CSIA
4
Charles Schwab Investment Advisory
California
$69.9M
5
UBS Group
5
UBS Group
Switzerland
$408M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$910M
2
Morgan Stanley
2
Morgan Stanley
New York
$166M
3
IL
3
Investure LLC
Virginia
$0
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$14.1M
5
3AM
5
3EDGE Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
176
Transamerica Financial Advisors
Florida
$1.43M -$141K -1,373 -9%
MWPCG
177
Measured Wealth Private Client Group
New Hampshire
$1.43M +$1.43M +13,907 New
BA
178
Ballew Advisors
Mississippi
$1.39M -$15.4K -150 -1%
FGAM
179
Financial Gravity Asset Management
Texas
$1.39M +$93.9K +917 +7%
AIM
180
Anchor Investment Management
South Carolina
$1.38M -$14.7K -143 -1%
CAN
181
Cetera Advisor Networks
California
$1.34M -$59.4K -578 -4%
HighTower Advisors
182
HighTower Advisors
Illinois
$1.34M -$389K -3,778 -23%
GIBU
183
Gulf International Bank (UK)
United Kingdom
$1.33M – – –
ECM
184
ETrade Capital Management
Virginia
$1.31M +$54.7K +533 +4%
CB
185
Commerce Bank
Missouri
$1.25M +$6.67K +65 +0.5%
KC
186
Kingfisher Capital
North Carolina
$1.25M -$151K -1,475 -11%
ED
187
Exane Derivatives
France
$1.22M -$139K -1,357 -10%
SC
188
Slow Capital
California
$1.21M +$11.3K +110 +0.9%
FA
189
FDx Advisors
Illinois
$1.14M -$1.92M -18,728 -63%
PAG
190
Private Advisor Group
New Jersey
$1.12M +$512K +5,009 +84%
PWM
191
Perigon Wealth Management
California
$1.12M +$866K +8,449 +344%
OC
192
Oppenheimer & Co
New York
$1.11M +$763K +7,444 +221%
FAIM
193
Financial Advocates Investment Management
Washington
$1.06M +$59.6K +582 +6%
WP
194
WealthShield Partners
North Carolina
$1.05M -$50.8K -496 -5%
PM
195
Precept Management
Texas
$1.03M +$1.03M +10,000 New
CGI
196
CI Global Investments
California
$1.01M -$396K -3,862 -28%
WAM
197
Watermark Asset Management
California
$998K +$27.9K +272 +3%
SPC
198
Sigma Planning Corp
Michigan
$990K -$5.54K -54 -0.6%
SWP
199
Stratos Wealth Partners
Ohio
$982K -$192K -1,875 -16%
BFG
200
Beacon Financial Group
Texas
$977K +$32.6K +318 +3%
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