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iShares 7-10 Year Treasury Bond ETF
IEF

204 hedge funds and large institutions have $2.99B invested in iShares 7-10 Year Treasury Bond ETF in 2013 Q2 according to their latest regulatory filings, with 204 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

69.01% more ownership

Funds ownership: 0% → 69.01% (+69%)

65% less call options, than puts

Call options by funds: $26.9M | Put options by funds: $77.8M

Holders
204
Holders Change
+204
Holders Change %
–
% of All Funds
6.66%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
% of All Funds
0.55%
New
204
Increased
–
Reduced
–
Closed
–
Calls
$26.9M
Puts
$77.8M
Net Calls
-$50.9M
Net Calls Change
-$50.9M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$495M +$514M +4,820,526 New
Wells Fargo
2
Wells Fargo
California
$335M +$348M +3,265,584 New
WCM
3
Wealthcare Capital Management
Virginia
$254M +$264M +2,478,831 New
Bank of America
4
Bank of America
North Carolina
$173M +$180M +1,690,153 New
Morgan Stanley
5
Morgan Stanley
New York
$172M +$179M +1,678,136 New
CS
6
Credit Suisse
Switzerland
$158M +$164M +1,538,556 New
Deutsche Bank
7
Deutsche Bank
Germany
$117M +$121M +1,140,315 New
U
8
UBS
Switzerland
$85.5M +$88.8M +833,686 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$80.2M +$83.3M +782,024 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$79.7M +$82.8M +777,387 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$58.4M +$60.7M +569,572 New
Macquarie Group
12
Macquarie Group
Australia
$48M +$49.9M +468,761 New
GB
13
Gunma Bank
Japan
$43.7M +$45.4M +426,000 New
SAS
14
Sage Advisory Services
Texas
$36.4M +$37.8M +354,677 New
AIA
15
Arrow Investment Advisors
Maryland
$35.8M +$37.2M +349,047 New
DWA
16
Dorsey Wright & Associates
California
$35.7M +$37.2M +349,047 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$35.3M +$36.6M +343,570 New
SMA
18
Simply Money Advisors
Ohio
$34.7M +$36M +338,243 New
TAIM
19
TD Ameritrade Investment Management
Nebraska
$31.4M +$32.6M +306,079 New
JIR
20
James Investment Research
Ohio
$29.5M – – –
GF
21
Genworth Financial
Virginia
$29.5M +$30.6M +287,606 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$28.8M +$30M +281,374 New
NYLIM
23
New York Life Investment Management
New York
$26.1M +$27.2M +254,986 New
HSBC Holdings
24
HSBC Holdings
United Kingdom
$26M +$27.1M +253,926 New
UCFA
25
United Capital Financial Advisors
Texas
$23M +$23.9M +224,616 New
1
2 3 4 5

IEF Hedge Fund Activity: Q2 2013 in Review

204 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2013, worth a combined $2.99B.

Buyers outnumbered sellers: 204 funds opened new IEF positions and 0 closed out — a net gain of 204 holders — while 0 added to existing stakes and 0 trimmed.

  • 204 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.99B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2013.
  • 204 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2013 and 0 closed out, a net change of +204 holders.

Based on aggregated 13F filings for Q2 2013.