We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF

379 hedge funds and large institutions have $6.79B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.36B → $6.79B (+$434M)

0.83% more ownership

Funds ownership: 74.82%75.65% (+0.83%)

2% less funds holding

Funds holding: 387379 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

26% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 150

37% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $3.01B

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% of All Funds
8.66%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.64%
New
48
Increased
111
Reduced
150
Closed
56
Calls
$1.91B
Puts
$3.01B
Net Calls
-$1.1B
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
HBK Investments
Texas
$1.39M +$1.4M +13,700 New
ECM
177
ETrade Capital Management
Virginia
$1.36M +$61.9K +607 +5%
AIM
178
Anchor Investment Management
South Carolina
$1.35M -$13.4K -131 -1%
BA
179
Ballew Advisors
Mississippi
$1.3M -$75.6K -741 -5%
ED
180
Exane Derivatives
France
$1.27M +$72.2K +708 +6%
WGCA
181
Wolf Group Capital Advisors
Virginia
$1.27M -$525K -5,142 -29%
MAM
182
Meeder Asset Management
Ohio
$1.26M -$1.51M -14,831 -54%
BAM
183
Belpointe Asset Management
Nevada
$1.25M +$1.01M +9,878 +398%
OC
184
Oppenheimer & Co
New York
$1.23M +$135K +1,321 +12%
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21M -$834K -8,179 -41%
KC
186
Kingfisher Capital
North Carolina
$1.18M -$47.8K -469 -4%
CB
187
Commerce Bank
Missouri
$1.17M -$66.8K -655 -5%
HSBC Holdings
188
HSBC Holdings
United Kingdom
$1.16M -$6.09M -59,700 -84%
SC
189
Slow Capital
California
$1.16M -$33.5K -328 -3%
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$1.11M -$1.72M -16,896 -61%
WP
191
WealthShield Partners
North Carolina
$1.03M
PM
192
Precept Management
Texas
$1.01M
SWP
193
Stratos Wealth Partners
Ohio
$985K +$15.2K +149 +2%
BFG
194
Beacon Financial Group
Texas
$977K
NL
195
NWAM LLC
Washington
$967K +$39.8K +390 +4%
CGI
196
CI Global Investments
California
$942K -$51K -500 -5%
HSA
197
HBK Sorce Advisory
Pennsylvania
$929K +$32.2K +316 +4%
HF
198
HRT Financial
New York
$917K +$925K +9,065 New
GLA
199
Good Life Advisors
Pennsylvania
$906K +$84.6K +829 +10%
Fiera Capital (Canada)
200
Fiera Capital (Canada)
Quebec, Canada
$894K -$37.5K -368 -4%

IEF Hedge Fund Activity: Q3 2018 in Review

379 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2018, worth a combined $6.79B — up 6.8% from $6.36B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IEF and 48 opened new positions — a net loss of 8 holders — while 150 trimmed existing stakes and 111 added.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was State Street, cutting an estimated $96.2M.

  • 379 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2018, down from 387 in Q2 2018.
  • Funds reported $6.79B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2018, up 6.8% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2018 and 56 closed out, a net change of -8 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2018 was Ameriprise, an estimated $284M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2018 was State Street, an estimated $96.2M sold.

Based on aggregated 13F filings for Q3 2018.