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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

363 hedge funds and large institutions have $5.36B invested in iShares 7-10 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-6
Holders Change %
-1.63%
% of All Funds
9.06%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.82%
New
41
Increased
152
Reduced
116
Closed
43
Calls
$97.3M
Puts
$733M
Net Calls
-$636M
Net Calls Change
-$160M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$357M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$59.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$262M
4
CPO
Cerity Partners OCIO
New York
$60.5M
5
MIAN
Mariner Independent Advisor Network
Kansas
$40.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$487M
2
Bank of America
Bank of America
North Carolina
$550M
3
WIM
Windhaven Investment Management
Massachusetts
$72M
4
Wells Fargo
Wells Fargo
California
$496M
5
Morgan Stanley
Morgan Stanley
New York
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
201
Rehmann Capital Advisory Group
Michigan
$1.12M +$11.9K +112 +1%
CS
202
Credit Suisse
Switzerland
$1.07M -$4.09M -38,402 -79%
PG
203
Patten Group
Tennessee
$1.05M +$18.7K +176 +2%
Janus Henderson Group
204
Janus Henderson Group
United Kingdom
$1.04M +$801K +7,522 +337%
GLA
205
Good Life Advisors
Pennsylvania
$1.03M -$57K -536 -5%
CB
206
Commerce Bank
Missouri
$1.01M – – –
NFP
207
Narus Financial Partners
Utah
$985K -$15.8K -148 -2%
ID
208
Integral Derivatives
New York
$969K +$969K +9,100 New
Betterment LLC
209
Betterment LLC
New York
$961K +$667K +6,266 +227%
CA
210
Cambridge Advisors
Nebraska
$949K – – –
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$922K +$264K +2,477 +40%
TFCP
212
Twin Focus Capital Partners
Massachusetts
$917K +$107 +1 +0%
M&T Bank
213
M&T Bank
New York
$897K +$341K +3,198 +61%
MWPCG
214
Measured Wealth Private Client Group
New Hampshire
$868K +$868K +8,144 New
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$832K -$1.78M -16,729 -68%
NFG
216
Next Financial Group
Texas
$823K -$59.6K -558 -7%
ANB
217
Amarillo National Bank
Texas
$805K – – –
TFF
218
The Family Firm
Maryland
$802K +$3.09K +29 +0.4%
BFA
219
Beaumont Financial Advisors
Massachusetts
$740K -$44K -413 -6%
CIAS
220
Capital Investment Advisory Services
North Carolina
$737K -$92.9K -872 -11%
WIC
221
Whitegate Investment Counselors
New Hampshire
$716K +$2.88K +27 +0.4%
SWA
222
SFMG Wealth Advisors
Texas
$692K -$32.7K -307 -5%
HSA
223
HBK Sorce Advisory
Pennsylvania
$684K +$213 +2 +0%
WS
224
Wedbush Securities
California
$680K -$36.6K -344 -5%
SIM
225
Sadoff Investment Management
Wisconsin
$676K +$676K +6,348 New
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9
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