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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

262 hedge funds and large institutions have $5.15B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+57
Holders Change %
+27.8%
% of All Funds
6.99%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.83%
New
77
Increased
77
Reduced
72
Closed
16
Calls
$8.63M
Puts
$73.7M
Net Calls
-$65.1M
Net Calls Change
+$4.97M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$540M
2
WIM
2
Windhaven Investment Management
Massachusetts
$738M
3
CS
3
Credit Suisse
Switzerland
$123M
4
Bank of America
4
Bank of America
North Carolina
$243M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$102M

Top Sellers

1
Citigroup
1
Citigroup
New York
$32M
2
DWA
2
Dorsey Wright & Associates
California
$1.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Barclays
4
Barclays
United Kingdom
$8.18M
5
JIR
5
James Investment Research
Ohio
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
201
Diversified Portfolios Inc
Michigan
$252K +$252K +2,376 New
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$242K -$10.6K -100 -4%
BJ
203
BlackRock Japan
Japan
$241K -$16.7K -158 -6%
MIAN
204
Mariner Independent Advisor Network
Kansas
$233K +$233K +2,198 New
BFEC
205
Benjamin F. Edwards & Company
Missouri
$220K -$19.9K -187 -8%
FM
206
Foster & Motley
Ohio
$219K +$219K +2,062 New
IPC
207
Independent Portfolio Consultants
Florida
$209K -$4.45K -42 -2%
MA
208
MUFG Americas
New York
$177K – – –
HR
209
Howe & Rusling
New York
$159K – – –
AIM
210
Acropolis Investment Management
Missouri
$157K +$157K +1,480 New
KA
211
Klingman & Associates
New York
$150K +$150K +1,420 New
WEC
212
Winslow Evans & Crocker
Massachusetts
$145K -$93.3K -882 -39%
RIA
213
Regal Investment Advisors
Michigan
$141K +$22.1K +208 +19%
MIM
214
Macroview Investment Management
Maryland
$130K +$42.1K +396 +48%
PMFA
215
Plante Moran Financial Advisors
Michigan
$122K +$122K +1,149 New
Invesco
216
Invesco
Georgia
$119K -$7.72K -73 -6%
BIM
217
BlackRock Investment Management
Delaware
$116K -$7.02K -66 -6%
PIA
218
Peachtree Investment Advisors
Georgia
$88K – – –
VIA
219
Vantage Investment Advisors
Pennsylvania
$83K – – –
DADC
220
D.A. Davidson & Co
Montana
$77K – – –
AWM
221
AllSquare Wealth Management
New York
$72K +$72K +675 New
IFA
222
Interactive Financial Advisors
Illinois
$70K -$5.02K -47 -7%
BAM
223
Brave Asset Management
New Jersey
$64K – – –
JWA
224
JFS Wealth Advisors
Pennsylvania
$64K +$64K +605 New
RIM
225
Rampart Investment Management
Connecticut
$64K +$64K +606 New
7 8
9
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