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iShares 7-10 Year Treasury Bond ETF

344 hedge funds and large institutions have $7.07B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 135 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $660M | Put options by funds: $288M

119% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 36

35% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 100

26% more funds holding in top 10

Funds holding in top 10: 4354 (+11)

25% more capital invested

Capital invested by funds: $5.64B → $7.07B (+$1.42B)

12% more funds holding

Funds holding: 307344 (+37)

1.29% less ownership

Funds ownership: 69.63%68.35% (-1.3%)

Holders
344
Holders Change
+37
Holders Change %
+12.05%
% of All Funds
9.17%
Holding in Top 10
54
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25.58%
% of All Funds
1.44%
New
79
Increased
135
Reduced
100
Closed
36
Calls
$660M
Puts
$288M
Net Calls
+$372M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
201
Atria Investments
North Carolina
$1.11M +$238K +2,179 +28%
ECM
202
Exchange Capital Management
Michigan
$1.06M +$12K +110 +1%
CA
203
Cambridge Advisors
Nebraska
$1.03M
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$1.01M +$328K +3,010 +49%
Barclays
205
Barclays
United Kingdom
$1.01M +$688K +6,306 +218%
NA
206
NewEdge Advisors
Louisiana
$992K +$380K +3,487 +63%
CCFCSB
207
Cape Cod Five Cents Savings Bank
Massachusetts
$961K +$210K +1,924 +28%
FIB
208
First Interstate Bank
Montana
$936K +$77K +706 +9%
AP
209
Advisors Preferred
Maryland
$896K -$676K -6,196 -43%
RIA
210
Regal Investment Advisors
Michigan
$883K +$660K +6,049 +309%
WA
211
WealthTrust-Arizona
Arizona
$797K +$96.1K +881 +14%
AWM
212
Avior Wealth Management
Nebraska
$791K +$327 +3 +0%
CAM
213
Caprin Asset Management
Virginia
$754K -$137K -1,260 -16%
BHTS
214
Bar Harbor Trust Services
Maine
$749K +$740K +6,784 New
PG
215
Patten Group
Tennessee
$748K -$36.4K -334 -5%
CFB
216
Cullen/Frost Bankers
Texas
$741K +$225K +2,061 +44%
CFA
217
CT Financial Advisors
Pennsylvania
$719K +$1.64K +15 +0.2%
TFCP
218
Twin Focus Capital Partners
Massachusetts
$715K +$195K +1,789 +38%
FT
219
Fiduciary Trust
Massachusetts
$685K +$395K +3,620 +140%
Creative Planning
220
Creative Planning
Kansas
$684K -$633K -5,806 -48%
OIA
221
Optimum Investment Advisors
Illinois
$677K +$669K +6,137 New
CI
222
Cavalier Investments
Georgia
$654K -$18.5K -170 -3%
JHIU
223
Janus Henderson Investors US
Colorado
$622K -$24K -220 -4%
SS
224
Simplicity Solutions
Minnesota
$608K -$3.53M -32,320 -85%
FFS
225
Founders Financial Securities
Maryland
$601K +$205K +1,879 +53%

IEF Hedge Fund Activity: Q1 2016 in Review

344 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2016, worth a combined $7.07B — up 25% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IEF positions and 36 closed out — a net gain of 43 holders — while 135 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $335M. The largest seller was United Services Automobile Association, cutting an estimated $56.3M.

  • 344 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2016, up from 307 in Q4 2015.
  • Funds reported $7.07B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2016, up 25% quarter-over-quarter.
  • 79 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2016 and 36 closed out, a net change of +43 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2016 was Bank of America, an estimated $335M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2016 was United Services Automobile Association, an estimated $56.3M sold.

Based on aggregated 13F filings for Q1 2016.