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iShares 7-10 Year Treasury Bond ETF

379 hedge funds and large institutions have $6.79B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.36B → $6.79B (+$434M)

0.83% more ownership

Funds ownership: 74.82%75.65% (+0.83%)

2% less funds holding

Funds holding: 387379 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

26% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 150

37% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $3.01B

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% of All Funds
8.66%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.64%
New
48
Increased
111
Reduced
150
Closed
56
Calls
$1.91B
Puts
$3.01B
Net Calls
-$1.1B
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Cambridge Advisors
Nebraska
$869K -$32.6K -320 -4%
SPC
202
Sigma Planning Corp
Michigan
$865K -$113K -1,108 -11%
Deutsche Bank
203
Deutsche Bank
Germany
$840K -$1.81M -17,749 -68%
LWM
204
Lyell Wealth Management
California
$806K +$27.5K +270 +4%
UIA
205
UBP Investment Advisors
Switzerland
$795K
AF
206
Allworth Financial
California
$779K -$46.8K -459 -6%
FAIM
207
Financial Advocates Investment Management
Washington
$771K -$279K -2,737 -26%
TNBTD
208
Trustmark National Bank Trust Department
Mississippi
$765K -$32.6K -320 -4%
ANB
209
Amarillo National Bank
Texas
$761K -$9.59K -94 -1%
Parallax Volatility Advisers
210
Parallax Volatility Advisers
California
$759K
TFCP
211
Twin Focus Capital Partners
Massachusetts
$752K -$9.38K -92 -1%
LFAS
212
Level Four Advisory Services
Texas
$735K -$35.9K -352 -5%
CL
213
Cabana LLC
Arkansas
$714K +$51.9K +509 +8%
PAG
214
Private Advisor Group
New Jersey
$712K -$402K -3,945 -36%
CCA
215
Checchi Capital Advisers
California
$708K +$46.8K +459 +7%
FIA
216
Foundations Investment Advisors
Arizona
$696K +$212K +2,082 +43%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$692K -$78K -765 -10%
PPSG
218
Princeton Portfolio Strategies Group
New Jersey
$691K +$697K +6,830 New
VWA
219
V Wealth Advisors
Kansas
$690K +$190K +1,858 +38%
AP
220
Advisors Preferred
Maryland
$682K -$81.2K -796 -11%
CIAS
221
Capital Investment Advisory Services
North Carolina
$673K -$109K -1,071 -14%
KWMG
222
King Wealth Management Group
Florida
$662K +$3.06K +30 +0.5%
HNB
223
Huntington National Bank
Ohio
$632K
SI
224
Stephens Inc
Arkansas
$609K -$66K -647 -10%
FA
225
FDx Advisors
Illinois
$606K -$528K -5,177 -46%

IEF Hedge Fund Activity: Q3 2018 in Review

379 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2018, worth a combined $6.79B — up 6.8% from $6.36B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IEF and 48 opened new positions — a net loss of 8 holders — while 150 trimmed existing stakes and 111 added.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was State Street, cutting an estimated $96.2M.

  • 379 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2018, down from 387 in Q2 2018.
  • Funds reported $6.79B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2018, up 6.8% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2018 and 56 closed out, a net change of -8 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2018 was Ameriprise, an estimated $284M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2018 was State Street, an estimated $96.2M sold.

Based on aggregated 13F filings for Q3 2018.