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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

356 hedge funds and large institutions have $4.94B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 151 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
8.91%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.8%
New
66
Increased
88
Reduced
151
Closed
64
Calls
$672M
Puts
$515M
Net Calls
+$157M
Net Calls Change
+$282M

Top Buyers

1
IL
Investure LLC
Virginia
$154M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$157M
3
BA
BlackRock Advisors
Delaware
$50.4M
4
Jane Street
Jane Street
New York
$45M
5
FAG
Financial Advisory Group
Texas
$27.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.7M
2
CSIA
Charles Schwab Investment Advisory
California
$53.9M
3
UBS Group
UBS Group
Switzerland
$433M
4
Morgan Stanley
Morgan Stanley
New York
$125M
5
WIM
Windhaven Investment Management
Massachusetts
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
201
The Family Firm
Maryland
$853K -$115K -1,097 -12%
AWM
202
Avior Wealth Management
Nebraska
$849K +$21K +200 +3%
CHAM
203
Clear Harbor Asset Management
Connecticut
$831K -$130K -1,243 -14%
ANB
204
Amarillo National Bank
Texas
$787K +$77K +734 +11%
WIC
205
Whitegate Investment Counselors
New Hampshire
$781K +$3.46K +33 +0.4%
TG
206
Threshold Group
Washington
$754K -$751K -7,163 -50%
PMAM
207
Picton Mahoney Asset Management
Ontario, Canada
$747K +$139K +1,325 +23%
MNA
208
Manning & Napier Advisors
New York
$708K – – –
M&T Bank
209
M&T Bank
New York
$682K -$342K -3,264 -33%
Comerica Bank
210
Comerica Bank
Texas
$680K +$680K +6,458 New
NG
211
NatWest Group
United Kingdom
$676K – – –
FT
212
Fiduciary Trust
Massachusetts
$668K -$12.6K -120 -2%
State Street
213
State Street
Massachusetts
$661K +$661K +6,303 New
SCA
214
Snowden Capital Advisors
New York
$649K +$208K +1,982 +47%
FFS
215
Founders Financial Securities
Maryland
$635K +$635K +6,057 New
CCA
216
Checchi Capital Advisers
California
$609K -$8.28K -79 -1%
LWM
217
Lyell Wealth Management
California
$599K +$599K +5,717 New
TSS
218
Two Sigma Securities
New York
$599K +$599K +5,718 New
JMFC
219
J.M. Forbes & Co
Massachusetts
$567K -$1.78K -17 -0.3%
ICOA
220
Investment Centers of America
North Dakota
$557K +$557K +5,313 New
HSA
221
HBK Sorce Advisory
Pennsylvania
$553K -$12.3K -117 -2%
AP
222
Atwood & Palmer
Missouri
$524K – – –
MBTD
223
Mechanics Bank - Trust Department
California
$518K – – –
CFB
224
Cullen/Frost Bankers
Texas
$505K -$91.8K -875 -15%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$503K +$266K +2,547 +113%
7 8
9
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