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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

307 hedge funds and large institutions have $5.64B invested in iShares 7-10 Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+29
Holders Change %
+10.43%
% of All Funds
8.06%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.13%
New
68
Increased
94
Reduced
110
Closed
34
Calls
$568M
Puts
$246M
Net Calls
+$322M
Net Calls Change
-$146M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
$881M
2
LPL Financial
LPL Financial
California
$99.5M
3
PAG
Pinnacle Advisory Group
Maryland
$37.2M
4
AssetMark Inc
AssetMark Inc
California
$66.5M
5
PP
Pension Partners
New York
$30.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$267M
2
Axa
Axa
France
$0
3
CS
Credit Suisse
Switzerland
$53.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$149M
5
UCFA
United Capital Financial Advisors
Texas
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
201
Concert Wealth Management
California
$562K -$1.4M -13,214 -71%
BCI
202
Brinker Capital Investments
Pennsylvania
$562K +$203K +1,923 +57%
CC
203
Cedar Capital
Illinois
$555K +$555K +5,256 New
CCA
204
Checchi Capital Advisers
California
$532K -$38.5K -365 -7%
GF
205
Gabelli Funds
New York
$528K – – –
EDRE
206
Edmond de Rothschild (Europe)
Luxembourg
$517K -$1.04M -9,865 -67%
EDRH
207
Edmond de Rothschild Holding
Switzerland
$517K -$1.04M -9,865 -67%
HighTower Advisors
208
HighTower Advisors
Illinois
$507K -$126K -1,195 -20%
TFCP
209
Twin Focus Capital Partners
Massachusetts
$495K +$495K +4,688 New
CFB
210
Cullen/Frost Bankers
Texas
$492K -$14.4K -136 -3%
ATC
211
Argent Trust Co
Tennessee
$486K -$435K -4,112 -47%
CIC
212
Carnegie Investment Counsel
Ohio
$479K +$271K +2,486 +131%
CC
213
Cadinha & Co
Hawaii
$444K -$19.2K -182 -4%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$442K -$1.91M -18,161 -81%
MFW
215
Mosaic Family Wealth
Missouri
$440K +$440K +4,176 New
FC
216
Forte Capital
New York
$424K – – –
BPC
217
Banque Pictet & Cie
Switzerland
$422K – – –
LS
218
Lattice Strategies
Pennsylvania
$414K -$242K -2,295 -37%
NB
219
NBT Bank
New York
$412K – – –
PFS
220
Prospera Financial Services
Texas
$405K -$234K -2,216 -37%
HS
221
Huntington Steele
Pennsylvania
$395K – – –
CWM
222
Calamos Wealth Management
Illinois
$395K – – –
CM
223
Cornerstone Management
Georgia
$393K – – –
HI
224
Horizon Investments
North Carolina
$377K +$33.6K +318 +10%
FFS
225
Founders Financial Securities
Maryland
$377K +$36.5K +346 +11%
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